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WisdomTree International High Dividend Fund

60 hedge funds and large institutions have $110M invested in WisdomTree International High Dividend Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 33 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more capital invested

Capital invested by funds: $102M → $110M (+$8.25M)

7% more funds holding

Funds holding: 5660 (+4)

2.4% more ownership

Funds ownership: 63.87%66.27% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

58% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 33

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
14
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
26
MOTCO
Texas
$453K -$38.7K -1,100 -8%
IA
27
IFP Advisors
Florida
$417K -$16.5K -469 -4%
AAS
28
Avantax Advisory Services
Texas
$401K -$236K -6,715 -38%
EWA
29
Exencial Wealth Advisors
Oklahoma
$400K -$117K -3,321 -24%
FNB
30
Farmers National Bank
Kentucky
$395K +$371K +10,554 New
Osaic Holdings
31
Osaic Holdings
Arizona
$388K -$62.7K -1,783 -15%
1IA
32
1834 Investment Advisors
Wisconsin
$340K
UCFA
33
United Capital Financial Advisors
Texas
$329K -$5.98K -170 -2%
Wells Fargo
34
Wells Fargo
California
$294K -$3.97K -113 -1%
KAS
35
Kestra Advisory Services
Texas
$291K +$272K +7,741 New
FIM
36
Freedom Investment Management
Connecticut
$274K -$50.1K -1,424 -16%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$272K -$30.5K -867 -11%
SAM
38
SignalPoint Asset Management
Missouri
$237K -$11.5K -327 -5%
SB
39
Simmons Bank
Arkansas
$231K -$2.99K -85 -1%
AWM
40
AE Wealth Management
Kansas
$225K -$718K -20,433 -77%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$223K -$39K -1,108 -16%
MFS
42
Madrona Financial Services
Washington
$220K +$207K +5,878 New
MFGM
43
Marshall Financial Group (Maryland)
Maryland
$206K +$193K +5,499 New
CC
44
Courier Capital
New York
$203K +$191K +5,430 New
NFG
45
Next Financial Group
Texas
$181K -$4.61K -131 -3%
FCA
46
FinTrust Capital Advisors
South Carolina
$154K -$107K -3,044 -43%
JWA
47
JFS Wealth Advisors
Pennsylvania
$119K -$4.08K -116 -4%
JPLA
48
Joseph P. Lucia & Associates
New York
$118K +$111K +3,160 New
COCM
49
Charter Oak Capital Management
New Hampshire
$85K +$80K +2,276 New
SPIA
50
Steward Partners Investment Advisory
New York
$60K +$35 +1 +0.1%

DTH Hedge Fund Activity: Q4 2020 in Review

60 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q4 2020, worth a combined $110M — up 8.1% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DTH positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $1.4M. The largest seller was Jane Street, exiting entirely with an estimated $2.66M sold.

  • 60 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $110M of WisdomTree International High Dividend Fund stock for Q4 2020, up 8.1% quarter-over-quarter.
  • 10 funds opened new WisdomTree International High Dividend Fund positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q4 2020 was Bank of America, an estimated $1.4M added.
  • The largest WisdomTree International High Dividend Fund seller in Q4 2020 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2020.