We are live on ! Find out more
DTH icon

WisdomTree International High Dividend Fund

63 hedge funds and large institutions have $119M invested in WisdomTree International High Dividend Fund in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

1.12% less ownership

Funds ownership: 67.35%66.23% (-1.1%)

2% less funds holding

Funds holding: 6463 (-1)

6% less capital invested

Capital invested by funds: $127M → $119M (-$7.97M)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1
Wealthspire Advisors (New York)
New York
$30.4M -$2.21M -65,646 -6%
Bank of America
2
Bank of America
North Carolina
$15.6M +$2.22M +65,966 +15%
LPL Financial
3
LPL Financial
California
$12.6M +$1.36M +40,367 +11%
Morgan Stanley
4
Morgan Stanley
New York
$7.77M -$2.62M -77,870 -23%
CCA
5
Clearwater Capital Advisors
Illinois
$5.48M +$6.1M +180,943 New
BPA
6
Beacon Pointe Advisors
California
$5.23M +$3.31M +98,127 +132%
MIAN
7
Mariner Independent Advisor Network
Kansas
$3.54M -$1.19M -35,408 -23%
EAM
8
Evanson Asset Management
California
$3.48M -$23.3K -691 -0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.86M +$502K +14,888 +19%
WIM
10
WealthPlan Investment Management
Nebraska
$2.24M +$2.09M +62,080 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$1.97M -$724K -21,490 -25%
GT
12
Greenleaf Trust
Michigan
$1.86M +$166K +4,931 +9%
UBS Group
13
UBS Group
Switzerland
$1.83M -$172K -5,103 -8%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.7M +$90.4K +2,683 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.67M +$20.1K +598 +1%
AWS
16
Atria Wealth Solutions
New York
$1.61M +$75.1K +2,230 +4%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.36M +$245K +7,274 +19%
Wells Fargo
18
Wells Fargo
California
$1.32M +$200K +5,934 +16%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$1.28M -$239K -7,105 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.21M +$814K +24,157 +154%
PP
21
PrairieView Partners
Minnesota
$1.18M -$223K -6,634 -15%
CAN
22
Cetera Advisor Networks
California
$994K +$745K +22,104 +207%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$981K +$35.5K +1,053 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$943K +$58.1K +1,724 +6%
LW
25
Linscomb Wealth
Texas
$919K

DTH Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q3 2022, worth a combined $119M — down 6.3% from $127M a quarter earlier.

Fund positioning in DTH was balanced in Q3 2022: 11 funds opened new positions, 11 closed out, 20 added to existing stakes and 20 trimmed.

The largest buyer was Clearwater Capital Advisors, opening a new position worth an estimated $6.1M. The largest seller was Morgan Stanley, cutting an estimated $2.62M.

  • 63 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q3 2022, down from 64 in Q2 2022.
  • Funds reported $119M of WisdomTree International High Dividend Fund stock for Q3 2022, down 6.3% quarter-over-quarter.
  • 11 funds opened new WisdomTree International High Dividend Fund positions in Q3 2022 and 11 closed out, a net change of 0 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q3 2022 was Clearwater Capital Advisors, an estimated $6.1M added.
  • The largest WisdomTree International High Dividend Fund seller in Q3 2022 was Morgan Stanley, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2022.