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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$116K -$27.4K -725 -19%
LSA
77
Lansing Street Advisors
Pennsylvania
$99.3K -$126K -3,344 -55%
CPA
78
Cardiff Park Advisors
California
$92.7K +$2.42K +64 +3%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$91K
JWA
80
JFS Wealth Advisors
Pennsylvania
$61.5K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$50.6K +$51.8K +1,371 New
GRP
82
Global Retirement Partners
California
$36.9K
William Blair & Company
83
William Blair & Company
Illinois
$35.8K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$29.6K
NA
85
NewEdge Advisors
Louisiana
$10.1K +$4.73K +125 +84%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$9.96K
EWA
87
EverSource Wealth Advisors
Alabama
$7.39K
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$5.91K +$6.05K +160 New
FFA
89
Farther Finance Advisors
California
$5.62K +$5.75K +152 New
HNB
90
Huntington National Bank
Ohio
$74
TCWM
91
Total Clarity Wealth Management
Illinois
-$1.54M -40,917 Closed
KAS
92
Kestra Advisory Services
Texas
-$990K -26,293 Closed
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
-$546K -14,503 Closed
PWA
94
Providence Wealth Advisors
Illinois
-$275K -7,086 Closed
KPWS
95
Kestra Private Wealth Services
Texas
-$246K -6,532 Closed
BWP
96
Balboa Wealth Partners
Arizona
-$218K -5,782 Closed
VA
97
Valmark Advisers
Ohio
-$201K -5,342 Closed
CC
98
Courier Capital
New York
-$201K -5,335 Closed
AF
99
Advisornet Financial
Minnesota
-$4.44K -118 Closed
HBW
100
Hazlett, Burt & Watson
West Virginia
-$4K -100 Closed

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.