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WisdomTree International High Dividend Fund
DTH

77 hedge funds and large institutions have $264M invested in WisdomTree International High Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10.21% more ownership

Funds ownership: 63.61% → 73.82% (+10%)

8% more capital invested

Capital invested by funds: $244M → $264M (+$20.1M)

3% less funds holding

Funds holding: 79 → 77 (-2)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
25
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.31M
3
Mariner
Mariner
Kansas
+$1.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$616K

Top Sellers

Rank Fund Capital Flow
1
VPP
Vertex Planning Partners
Illinois
-$9.94M
2
Bank of America
Bank of America
North Carolina
-$5.04M
3
LPL Financial
LPL Financial
California
-$3.95M
4
Jane Street
Jane Street
New York
-$3.81M
5
OMC
Old Mission Capital
Illinois
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$2.26M +$106K +2,887 +5%
WP
27
WealthPLAN Partners
Nebraska
$2.02M -$116K -3,168 -6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.75M +$616K +16,793 +59%
SCA
29
Snowden Capital Advisors
New York
$1.7M +$23.1K +628 +1%
BCG
30
Breakwater Capital Group
New Jersey
$1.43M -$65.2K -1,775 -4%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.32M +$1.25M +33,993 New
CGA
32
Crescent Grove Advisors
Illinois
$1.31M – – –
IFG
33
Independent Financial Group
California
$1.3M +$49K +1,334 +4%
BAM
34
BOS Asset Management
Illinois
$1.27M -$169K -4,612 -12%
PP
35
PrairieView Partners
Minnesota
$1.21M -$29.1K -793 -2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.14M -$64K -1,744 -6%
FNB
37
Farmers National Bank
Kentucky
$875K +$9.1K +248 +1%
OMC
38
Old Mission Capital
Illinois
$816K -$1.67M -45,600 -68%
Osaic Holdings
39
Osaic Holdings
Arizona
$675K -$316K -8,614 -33%
HP
40
Hilltop Partners
Indiana
$586K – – –
PWP
41
Precedent Wealth Partners
Texas
$512K +$483K +13,165 New
MML Investors Services
42
MML Investors Services
Massachusetts
$509K +$24.6K +669 +5%
PAG
43
Private Advisor Group
New Jersey
$499K +$28.2K +767 +6%
CCA
44
Clearwater Capital Advisors
Illinois
$495K – – –
NA
45
NewEdge Advisors
Louisiana
$443K +$421K +11,472 +3,701%
AAS
46
Avantax Advisory Services
Texas
$407K -$441 -12 -0.1%
LCM
47
LVM Capital Management
Michigan
$311K -$29.4K -800 -9%
HighTower Advisors
48
HighTower Advisors
Illinois
$305K -$21.1K -576 -7%
LW
49
Linscomb Wealth
Texas
$288K -$666K -18,138 -71%
PCM
50
Passive Capital Management
Maryland
$283K – – –
1
2
3 4

DTH Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q4 2023, worth a combined $264M — up 8.2% from $244M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DTH and 9 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Vertex Planning Partners, cutting an estimated $9.94M.

  • 77 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q4 2023, down from 79 in Q3 2023.
  • Funds reported $264M of WisdomTree International High Dividend Fund stock for Q4 2023, up 8.2% quarter-over-quarter.
  • 9 funds opened new WisdomTree International High Dividend Fund positions in Q4 2023 and 11 closed out, a net change of -2 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.9M added.
  • The largest WisdomTree International High Dividend Fund seller in Q4 2023 was Vertex Planning Partners, an estimated $9.94M sold.

Based on aggregated 13F filings for Q4 2023.