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WisdomTree International High Dividend Fund

73 hedge funds and large institutions have $140M invested in WisdomTree International High Dividend Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

24% more capital invested

Capital invested by funds: $113M → $140M (+$26.7M)

18% more funds holding

Funds holding: 6273 (+11)

7.56% more ownership

Funds ownership: 64.04%71.61% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+11
Holders Change %
+17.74%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
25
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1
Lenox Wealth Advisors
New York
$41.9M -$547K -13,795 -1%
Bank of America
2
Bank of America
North Carolina
$22.4M +$2.61M +65,778 +13%
Morgan Stanley
3
Morgan Stanley
New York
$8.71M +$870K +21,920 +11%
LPL Financial
4
LPL Financial
California
$7.57M +$5.93M +149,527 +367%
MIAN
5
Mariner Independent Advisor Network
Kansas
$5.41M +$5.37M +135,398 New
EAM
6
Evanson Asset Management
California
$4.51M -$193K -4,865 -4%
Jane Street
7
Jane Street
New York
$2.83M +$169K +4,257 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.67M +$318K +8,017 +14%
BPA
9
Beacon Pointe Advisors
California
$2.61M +$1.05M +26,366 +67%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$2.5M +$1.6M +40,356 +179%
UBS Group
11
UBS Group
Switzerland
$2.37M +$251K +6,315 +12%
AWS
12
Atria Wealth Solutions
New York
$2.31M +$2.3M +58,094 New
WP
13
WealthPLAN Partners
Nebraska
$2.25M -$12.5K -314 -0.5%
WIM
14
WealthPlan Investment Management
Nebraska
$2.25M +$2.36M +59,398 New
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$2.14M -$44.2K -1,113 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.12M -$20.3K -511 -1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.05M +$49.7K +1,253 +2%
Citadel Advisors
18
Citadel Advisors
Florida
$1.83M +$1.83M +46,111 New
PP
19
PrairieView Partners
Minnesota
$1.81M -$18.5K -466 -1%
GT
20
Greenleaf Trust
Michigan
$1.76M -$46.9K -1,182 -3%
PWA
21
Providence Wealth Advisors
Illinois
$1.74M +$59.5K +1,500 +4%
FPS
22
Fieldpoint Private Securities
Connecticut
$1.57M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.24M +$147K +3,715 +14%
LW
24
Linscomb Wealth
Texas
$1.21M
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.2M +$60.3K +1,521 +5%

DTH Hedge Fund Activity: Q1 2022 in Review

73 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q1 2022, worth a combined $140M — up 24% from $113M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DTH positions and 2 closed out — a net gain of 12 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.93M. The largest seller was Old Mission Capital, cutting an estimated $2.02M.

  • 73 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q1 2022, up from 62 in Q4 2021.
  • Funds reported $140M of WisdomTree International High Dividend Fund stock for Q1 2022, up 24% quarter-over-quarter.
  • 14 funds opened new WisdomTree International High Dividend Fund positions in Q1 2022 and 2 closed out, a net change of +12 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q1 2022 was LPL Financial, an estimated $5.93M added.
  • The largest WisdomTree International High Dividend Fund seller in Q1 2022 was Old Mission Capital, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2022.