WisdomTree International High Dividend Fund
DTH
58 hedge funds and large institutions have $104M invested in WisdomTree International High Dividend Fund in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.
8.44% more ownership
Funds ownership: 53.39% → 61.84% (+8.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $122M → $104M (-$17.3M)
16% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 25
17% less funds holding
Funds holding: 70 → 58 (-12)
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lenox Wealth Advisors
New York
|
+$34.2M |
| 2 |
PP
PrairieView Partners
St. Paul,
Minnesota
|
+$2.18M |
| 3 |
Morgan Stanley
New York
|
+$1.33M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.13M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.52M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$2.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.01M |
| 4 |
PWA
Providence Wealth Advisors
Frankfort,
Illinois
|
-$1.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.07M |
DTH Hedge Fund Activity: Q1 2020 in Review
58 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q1 2020, worth a combined $104M — down 14% from $122M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of DTH and 5 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 21 added.
The largest buyer was Lenox Wealth Advisors, adding an estimated $34.2M. The largest seller was UBS Group, cutting an estimated $3.52M.
- 58 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q1 2020, down from 70 in Q4 2019.
- Funds reported $104M of WisdomTree International High Dividend Fund stock for Q1 2020, down 14% quarter-over-quarter.
- 5 funds opened new WisdomTree International High Dividend Fund positions in Q1 2020 and 14 closed out, a net change of -9 holders.
- The largest WisdomTree International High Dividend Fund buyer in Q1 2020 was Lenox Wealth Advisors, an estimated $34.2M added.
- The largest WisdomTree International High Dividend Fund seller in Q1 2020 was UBS Group, an estimated $3.52M sold.
Based on aggregated 13F filings for Q1 2020.