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WisdomTree International High Dividend Fund

89 hedge funds and large institutions have $308M invested in WisdomTree International High Dividend Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 30

4% more capital invested

Capital invested by funds: $297M → $308M (+$11.2M)

0.55% more ownership

Funds ownership: 71.93%72.48% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 9289 (-3)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
33
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.18M +$247K +6,545 +12%
WP
27
WealthPLAN Partners
Nebraska
$2.13M -$42.3K -1,118 -2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$2.1M -$269K -7,103 -11%
AWS
29
Atria Wealth Solutions
New York
$1.97M +$13.2K +350 +0.7%
FAM
30
Formidable Asset Management
Ohio
$1.91M +$1.95M +51,561 New
SCA
31
Snowden Capital Advisors
New York
$1.6M +$6.73K +178 +0.4%
BAM
32
BOS Asset Management
Illinois
$1.59M +$45.6K +1,207 +3%
BCG
33
Breakwater Capital Group
New Jersey
$1.53M +$189K +5,004 +14%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.42M +$216K +5,713 +17%
CGA
35
Crescent Grove Advisors
Illinois
$1.25M +$292K +7,722 +30%
IFG
36
Independent Financial Group
California
$1.23M +$594K +15,700 +90%
PP
37
PrairieView Partners
Minnesota
$1.22M -$1.51K -40 -0.1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.18M -$81K -2,141 -6%
LW
39
Linscomb Wealth
Texas
$1.07M -$40.5K -1,071 -4%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.01M
CA
41
Cetera Advisors
Colorado
$938K +$29.3K +776 +3%
EWA
42
ERTS Wealth Advisors
Michigan
$938K +$960K +25,387 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$887K +$877K +23,204 +6,305%
FNB
44
Farmers National Bank
Kentucky
$866K -$13.3K -351 -1%
FTUS
45
Flow Traders U.S.
New York
$731K -$184K -4,873 -20%
HIM
46
Hanlon Investment Management
New Jersey
$711K +$154K +4,075 +27%
Stifel Financial
47
Stifel Financial
Missouri
$710K +$68.3K +1,806 +10%
HP
48
Hilltop Partners
Indiana
$557K +$570K +15,068 New
CCA
49
Clearwater Capital Advisors
Illinois
$470K
AWA
50
Amplius Wealth Advisors
Pennsylvania
$458K +$3.52K +93 +0.8%

DTH Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q2 2023, worth a combined $308M — up 3.8% from $297M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DTH and 10 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 33 added.

The largest buyer was Vertex Planning Partners, adding an estimated $8.07M. The largest seller was Wells Fargo, cutting an estimated $6.38M.

  • 89 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q2 2023, down from 92 in Q1 2023.
  • Funds reported $308M of WisdomTree International High Dividend Fund stock for Q2 2023, up 3.8% quarter-over-quarter.
  • 10 funds opened new WisdomTree International High Dividend Fund positions in Q2 2023 and 11 closed out, a net change of -1 holder.
  • The largest WisdomTree International High Dividend Fund buyer in Q2 2023 was Vertex Planning Partners, an estimated $8.07M added.
  • The largest WisdomTree International High Dividend Fund seller in Q2 2023 was Wells Fargo, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2023.