WisdomTree International High Dividend Fund
DTH
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 79 → 77 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.31M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 5 |
Rockefeller Capital Management
New York
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$9.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.04M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.95M |
| 4 |
Jane Street
New York
|
-$3.81M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
76
EverSource Wealth Advisors
Birmingham,
Alabama
| $7.78K | – | – | – |
|
|
TAM
77
Tucker Asset Management
Littleton,
Colorado
| $5.25K | – | – | – |
|
|
FGAM
78
Financial Gravity Asset Management
Lakeway,
Texas
| $314 | +$147 | +4 | +100% |
|
|
CA
79
Cetera Advisors
Denver,
Colorado
| – | -$906K | -25,030 | Closed |
|
|
FTUS
80
Flow Traders U.S.
New York
| – | -$553K | -15,285 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$303K | -8,371 | Closed |
|
|
EWA
82
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$301K | -8,313 | Closed |
|
|
FFW
83
Fusion Family Wealth
Woodbury,
New York
| – | -$270K | -7,449 | Closed |
|
84
KeyBank National Association
Cleveland,
Ohio
| – | -$256K | -7,085 | Closed |
|
85
Comerica Bank
Dallas,
Texas
| – | -$251K | -6,937 | Closed |
|
|
GWP
86
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$223K | -6,162 | Closed |
|
87
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$216K | -5,971 | Closed |
|
|
RJA
88
Raymond James & Associates
St Petersburg,
Florida
| – | -$215K | -5,944 | Closed |
|
89
Citigroup
New York
| – | -$36 | -1 | Closed |
|
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.