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WisdomTree International High Dividend Fund

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: 12 (+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: 7977 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WMS Partners
Maryland
$272K
GWM
52
Geneos Wealth Management
Colorado
$259K -$81.6K -2,224 -25%
WCM
53
Wealthcare Capital Management
Virginia
$246K +$232K +6,326 New
AWA
54
Amplius Wealth Advisors
Pennsylvania
$237K -$235K -6,412 -51%
Stifel Financial
55
Stifel Financial
Missouri
$228K +$215K +5,856 New
SAI
56
Savvy Advisors Inc
New York
$227K +$215K +5,843 New
IWM
57
IHT Wealth Management
Illinois
$225K +$3.71K +101 +2%
FCA
58
FinTrust Capital Advisors
South Carolina
$220K +$17.9K +488 +9%
IA
59
IFP Advisors
Florida
$214K -$7.75K -211 -4%
CC
60
Courier Capital
New York
$208K +$196K +5,342 New
EW
61
Element Wealth
Mississippi
$151K +$8.59K +234 +6%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$136K +$8.3K +226 +7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$95K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$89.5K -$23.9K -650 -22%
JWA
65
JFS Wealth Advisors
Pennsylvania
$64.7K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$49K -$4.04K -110 -8%
GRP
67
Global Retirement Partners
California
$37.9K
William Blair & Company
68
William Blair & Company
Illinois
$37.6K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$31.1K
JP Morgan Chase
70
JP Morgan Chase
New York
$27.6K +$19K +517 +269%
CAM
71
Creekmur Asset Management
Illinois
$21.8K +$20.6K +560 New
HNB
72
Huntington National Bank
Ohio
$16.8K
FWM
73
FSA Wealth Management
Massachusetts
$16K +$14.7K +400 New
FFA
74
Farther Finance Advisors
California
$11.5K
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$10.4K

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.