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WisdomTree International High Dividend Fund
DTH

92 hedge funds and large institutions have $297M invested in WisdomTree International High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

45% more capital invested

Capital invested by funds: $205M → $297M (+$91.5M)

33% more funds holding

Funds holding: 69 → 92 (+23)

2.69% less ownership

Funds ownership: 74.63% → 71.93% (-2.7%)

Holders
92
Holders Change
+23
Holders Change %
+33.33%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
34
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$22.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.8M
3
Bank of America
Bank of America
North Carolina
+$8.25M
4
Jane Street
Jane Street
New York
+$8.22M
5
AIA
Arrow Investment Advisors
Maryland
+$7.13M

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$2.28M
2
Creative Planning
Creative Planning
Kansas
-$1.65M
3
FTUS
Flow Traders U.S.
New York
-$686K
4
Mariner
Mariner
Kansas
-$452K
5
SI
Stephens Inc
Arkansas
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$395K – – –
GWM
52
Geneos Wealth Management
Colorado
$393K +$303K +7,994 +326%
BMWM
53
Brown Miller Wealth Management
Virginia
$381K +$383K +10,127 New
TC
54
TownSquare Capital
Utah
$365K +$367K +9,700 New
LCM
55
LVM Capital Management
Michigan
$344K -$32.2K -850 -9%
EWA
56
Exencial Wealth Advisors
Oklahoma
$339K -$341 -9 -0.1%
BMCM
57
Burns Matteson Capital Management
New York
$311K +$313K +8,268 New
IA
58
IFP Advisors
Florida
$304K -$103K -2,721 -28%
FFW
59
Fusion Family Wealth
New York
$280K +$3.45K +91 +1%
PWA
60
Providence Wealth Advisors
Illinois
$275K +$37.9K +1,001 +16%
PCM
61
Passive Capital Management
Maryland
$274K – – –
KeyBank National Association
62
KeyBank National Association
Ohio
$267K – – –
WP
63
WMS Partners
Maryland
$264K – – –
RJA
64
Raymond James & Associates
Florida
$255K +$256K +6,773 New
KPWS
65
Kestra Private Wealth Services
Texas
$246K +$247K +6,532 New
LSA
66
Lansing Street Advisors
Pennsylvania
$227K +$198K +5,224 +646%
BWP
67
Balboa Wealth Partners
Arizona
$218K +$219K +5,782 New
OPS
68
Orion Portfolio Solutions
Nebraska
$217K +$6.32K +167 +3%
BCI
69
Brinker Capital Investments
Pennsylvania
$217K +$218K +5,761 New
EE
70
EWG Elevate
California
$209K +$210K +5,550 New
VA
71
Valmark Advisers
Ohio
$201K +$202K +5,342 New
CC
72
Courier Capital
New York
$201K +$202K +5,335 New
AIP
73
Ahrens Investment Partners
Louisiana
$184K +$186K +4,900 New
ACA
74
Atlas Capital Advisors
Wyoming
$175K +$176K +4,649 New
FCA
75
FinTrust Capital Advisors
South Carolina
$166K – – –
1 2
3
4

DTH Hedge Fund Activity: Q1 2023 in Review

92 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q1 2023, worth a combined $297M — up 45% from $205M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DTH positions and 4 closed out — a net gain of 23 holders — while 34 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $22.4M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $2.28M sold.

  • 92 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $297M of WisdomTree International High Dividend Fund stock for Q1 2023, up 45% quarter-over-quarter.
  • 27 funds opened new WisdomTree International High Dividend Fund positions in Q1 2023 and 4 closed out, a net change of +23 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q1 2023 was Wells Fargo, an estimated $22.4M added.
  • The largest WisdomTree International High Dividend Fund seller in Q1 2023 was WealthPlan Investment Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2023.