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WisdomTree International High Dividend Fund

48 hedge funds and large institutions have $149M invested in WisdomTree International High Dividend Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

9% more funds holding

Funds holding: 4448 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.99% less ownership

Funds ownership: 63.15%58.16% (-5%)

16% less capital invested

Capital invested by funds: $176M → $149M (-$27.6M)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
10
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$343K +$16.1K +450 +5%
CC
27
Courier Capital
New York
$338K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$321K +$6.46K +180 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$309K -$2.32M -64,824 -89%
AssetMark Inc
30
AssetMark Inc
California
$278K -$64.3K -1,793 -19%
EWA
31
Exencial Wealth Advisors
Oklahoma
$271K +$260K +7,249 New
IA
32
IFP Advisors
Florida
$270K +$239K +6,652 New
William Blair & Company
33
William Blair & Company
Illinois
$246K
MFS
34
Madrona Financial Services
Washington
$203K +$195K +5,431 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$186K -$25.4K -708 -12%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$158K -$230K -6,413 -60%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$121K +$117K +3,250 New
RIM
38
Ranger International Management
Illinois
$98K
HNB
39
Huntington National Bank
Ohio
$96K
Bessemer Group
40
Bessemer Group
New Jersey
$60K +$57.4K +1,600 New
TRCT
41
Tower Research Capital (TRC)
New York
$44K -$112K -3,119 -73%
Creative Planning
42
Creative Planning
Kansas
$27K
NFG
43
Next Financial Group
Texas
$22K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$21K -$35.1K -979 -63%
FWM
45
Focused Wealth Management
New York
$16K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$13K -$8.16M -227,660 -100%
Citigroup
47
Citigroup
New York
$10K -$30.9K -862 -77%
MFS
48
MSI Financial Services
Massachusetts
$10K
TSS
49
Two Sigma Securities
New York
-$239K -6,344 Closed
US Bancorp
50
US Bancorp
Minnesota
-$49K -1,300 Closed

DTH Hedge Fund Activity: Q1 2016 in Review

48 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q1 2016, worth a combined $149M — down 16% from $176M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DTH positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $1.34M. The largest seller was PNC Financial Services Group, cutting an estimated $8.16M.

  • 48 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q1 2016, up from 44 in Q4 2015.
  • Funds reported $149M of WisdomTree International High Dividend Fund stock for Q1 2016, down 16% quarter-over-quarter.
  • 7 funds opened new WisdomTree International High Dividend Fund positions in Q1 2016 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q1 2016 was Ameriprise, an estimated $1.34M added.
  • The largest WisdomTree International High Dividend Fund seller in Q1 2016 was PNC Financial Services Group, an estimated $8.16M sold.

Based on aggregated 13F filings for Q1 2016.