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WisdomTree International High Dividend Fund

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: 12 (+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: 6992 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$146K +$6.1K +161 +4%
EW
77
Element Wealth
Mississippi
$137K -$16.2K -429 -11%
CPA
78
Cardiff Park Advisors
California
$92.1K +$92.6K +2,446 New
BFEC
79
Benjamin F. Edwards & Company
Missouri
$92K
JWA
80
JFS Wealth Advisors
Pennsylvania
$62.6K -$24.2K -640 -28%
GRP
81
Global Retirement Partners
California
$38K
William Blair & Company
82
William Blair & Company
Illinois
$36.4K
BAM
83
Baldrige Asset Management
Pennsylvania
$32K +$32.7K +863 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$30.1K
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$14.1K +$13.9K +368 New
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$10.2K
EWA
87
EverSource Wealth Advisors
Alabama
$7.53K
NA
88
NewEdge Advisors
Louisiana
$5.57K +$417 +11 +8%
AF
89
Advisornet Financial
Minnesota
$4.44K +$4.47K +118 New
HBW
90
Hazlett, Burt & Watson
West Virginia
$4K
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$1.28K +$63K +1,663 +5%
FGAM
92
Financial Gravity Asset Management
Texas
$160 +$1.44K +38 New
HNB
93
Huntington National Bank
Ohio
$75
WIM
94
WealthPlan Investment Management
Nebraska
-$2.28M -58,993 Closed
Creative Planning
95
Creative Planning
Kansas
-$1.65M -45,975 Closed
SI
96
Stephens Inc
Arkansas
-$312K -8,700 Closed
FHA
97
First Horizon Advisors
Tennessee
-$14.7K -409 Closed

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.