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WisdomTree International High Dividend Fund

67 hedge funds and large institutions have $207M invested in WisdomTree International High Dividend Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

8% more funds holding

Funds holding: 6267 (+5)

1% more capital invested

Capital invested by funds: $204M → $207M (+$2.48M)

0.28% more ownership

Funds ownership: 60.87%61.15% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
24
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$101K +$21.5K +480 +26%
HNB
52
Huntington National Bank
Ohio
$97K
AG
53
Advisor Group
Arizona
$87K -$23.7K -528 -21%
AssetMark Inc
54
AssetMark Inc
California
$75K -$188K -4,193 -71%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$59.2K +1,321 +304%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$72K
William Blair & Company
57
William Blair & Company
Illinois
$61K +$62.7K +1,400 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$55K
APA
59
American Portfolios Advisors
New York
$53.3K +$538 +12 +1%
WB
60
Webster Bank
Connecticut
$44K
FNB
61
Farmers National Bank
Kentucky
$40K
CPIG
62
Chicago Partners Investment Group
Illinois
$36K
WCM
63
Wealthcare Capital Management
Virginia
$34K
DWM
64
Destination Wealth Management
California
$18K +$18K +402 New
SWP
65
Stratos Wealth Partners
Ohio
$11K
GWM
66
Geneos Wealth Management
Colorado
$8K -$20.2K -450 -69%
SFM
67
Signet Financial Management
New Jersey
$2K +$2.46K +55 New
VA
68
Valmark Advisers
Ohio
-$298K -6,723 Closed
FAAS
69
First Allied Advisory Services
California
-$50K -1,116 Closed
CA
70
Calton & Associates
Florida
-$42K -914 Closed
RE
71
RBC Europe
United Kingdom
-$8.88K -200 Closed

DTH Hedge Fund Activity: Q1 2018 in Review

67 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q1 2018, worth a combined $207M — up 1.2% from $204M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DTH positions and 4 closed out — a net gain of 5 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $3.85M. The largest seller was JFS Wealth Advisors, cutting an estimated $5.56M.

  • 67 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q1 2018, up from 62 in Q4 2017.
  • Funds reported $207M of WisdomTree International High Dividend Fund stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 9 funds opened new WisdomTree International High Dividend Fund positions in Q1 2018 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q1 2018 was Brinker Capital Investments, an estimated $3.85M added.
  • The largest WisdomTree International High Dividend Fund seller in Q1 2018 was JFS Wealth Advisors, an estimated $5.56M sold.

Based on aggregated 13F filings for Q1 2018.