WisdomTree US High Dividend Fund
207 hedge funds and large institutions have $551M invested in WisdomTree US High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $512M → $551M (+$39.2M)
2% more funds holding
Funds holding: 203 → 207 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.77% less ownership
Funds ownership: 48.39% → 47.62% (-0.77%)
16% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.22M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.47M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$969K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.07M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.17M |
| 4 |
Goldman Sachs
New York
|
-$2.48M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$2.44M |
DHS Hedge Fund Activity: Q3 2024 in Review
207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US High Dividend Fund (DHS) for Q3 2024, worth a combined $551M — up 7.7% from $512M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DHS positions and 12 closed out — a net gain of 6 holders — while 54 added to existing stakes and 64 trimmed.
The largest buyer was Great Valley Advisor Group, adding an estimated $2.22M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.07M.
- 207 institutional investors held WisdomTree US High Dividend Fund (DHS) as of Q3 2024, up from 203 in Q2 2024.
- Funds reported $551M of WisdomTree US High Dividend Fund stock for Q3 2024, up 7.7% quarter-over-quarter.
- 18 funds opened new WisdomTree US High Dividend Fund positions in Q3 2024 and 12 closed out, a net change of +6 holders.
- The largest WisdomTree US High Dividend Fund buyer in Q3 2024 was Great Valley Advisor Group, an estimated $2.22M added.
- The largest WisdomTree US High Dividend Fund seller in Q3 2024 was Carson Wealth (CWM LLC), an estimated $4.07M sold.
Based on aggregated 13F filings for Q3 2024.