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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
PAG
51
Private Advisor Group
New Jersey
$423K +$34.9K +924 +9%
AAS
52
Avantax Advisory Services
Texas
$387K -$416 -11 -0.1%
BMWM
53
Brown Miller Wealth Management
Virginia
$373K -$718 -19 -0.2%
AL
54
Aspiriant LLC
California
$343K +$351K +9,280 New
GWM
55
Geneos Wealth Management
Colorado
$340K -$47K -1,243 -12%
EWA
56
Exencial Wealth Advisors
Oklahoma
$331K -$1.17K -31 -0.3%
LCM
57
LVM Capital Management
Michigan
$331K -$6.62K -175 -2%
TC
58
TownSquare Capital
Utah
$325K -$34.1K -903 -9%
BMCM
59
Burns Matteson Capital Management
New York
$288K -$17.8K -470 -6%
FFW
60
Fusion Family Wealth
New York
$275K
PCM
61
Passive Capital Management
Maryland
$269K
KeyBank National Association
62
KeyBank National Association
Ohio
$262K
WP
63
WMS Partners
Maryland
$259K
MML Investors Services
64
MML Investors Services
Massachusetts
$242K +$248K +6,562 New
GWP
65
Gateway Wealth Partners
Wisconsin
$242K +$248K +6,550 New
IA
66
IFP Advisors
Florida
$236K -$24.8K -657 -9%
EE
67
EWG Elevate
California
$205K
RJA
68
Raymond James & Associates
Florida
$205K -$46.5K -1,229 -18%
BCI
69
Brinker Capital Investments
Pennsylvania
$203K -$9.72K -257 -4%
OPS
70
Orion Portfolio Solutions
Nebraska
$203K -$9.72K -257 -4%
IWM
71
IHT Wealth Management
Illinois
$203K +$208K +5,492 New
ACA
72
Atlas Capital Advisors
Wyoming
$172K
FCA
73
FinTrust Capital Advisors
South Carolina
$166K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$146K -$780K -20,616 -84%
EW
75
Element Wealth
Mississippi
$136K +$1.1K +29 +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.