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WisdomTree International High Dividend Fund
DTH

69 hedge funds and large institutions have $205M invested in WisdomTree International High Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

73% more capital invested

Capital invested by funds: $119M → $205M (+$86.3M)

10% more funds holding

Funds holding: 63 → 69 (+6)

8.4% more ownership

Funds ownership: 66.23% → 74.63% (+8.4%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
26
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$26.1M
2
LPL Financial
LPL Financial
California
+$4.1M
3
Mariner
Mariner
Kansas
+$3.93M
4
Jane Street
Jane Street
New York
+$3.29M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$3.18M

Top Sellers

1
CCA
Clearwater Capital Advisors
Illinois
-$5.62M
2
WANY
Wealthspire Advisors (New York)
New York
-$2.6M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$523K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$496K
5
OMC
Old Mission Capital
Illinois
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$46.2M +$26.1M +772,095 +150%
WANY
2
Wealthspire Advisors (New York)
New York
$33.3M -$2.6M -76,805 -8%
LPL Financial
3
LPL Financial
California
$19.2M +$4.1M +121,235 +29%
VPP
4
Vertex Planning Partners
Illinois
$13.3M +$12.5M +370,101 New
Morgan Stanley
5
Morgan Stanley
New York
$11.5M +$2.17M +64,099 +25%
BPA
6
Beacon Pointe Advisors
California
$6.73M +$507K +15,011 +9%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$4.54M +$3.18M +94,100 +291%
Mariner
8
Mariner
Kansas
$4.17M +$3.93M +116,293 New
EAM
9
Evanson Asset Management
California
$4.1M -$15.3K -454 -0.4%
Wells Fargo
10
Wells Fargo
California
$3.98M +$2.28M +67,409 +154%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.75M +$347K +10,262 +11%
Jane Street
12
Jane Street
New York
$3.74M +$3.29M +97,250 +1,401%
UBS Group
13
UBS Group
Switzerland
$3.26M +$1.03M +30,472 +50%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.96M +$2.14M +63,475 +332%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$2.96M +$589K +17,431 +27%
GT
16
Greenleaf Trust
Michigan
$2.56M +$330K +9,769 +16%
WP
17
WealthPLAN Partners
Nebraska
$2.29M +$1.99M +58,993 New
WIM
18
WealthPlan Investment Management
Nebraska
$2.28M -$104K -3,087 -5%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.07M +$50.6K +1,497 +3%
AWS
20
Atria Wealth Solutions
New York
$1.9M -$68 -2 -0%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.82M -$148K -4,376 -8%
CAN
22
Cetera Advisor Networks
California
$1.81M +$593K +17,542 +53%
CFA
23
Cahill Financial Advisors
Minnesota
$1.7M +$753K +22,299 +89%
Creative Planning
24
Creative Planning
Kansas
$1.65M +$1.55M +45,975 New
BAM
25
BOS Asset Management
Illinois
$1.57M +$1.48M +43,835 New
1
2 3 4

DTH Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q4 2022, worth a combined $205M — up 73% from $119M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DTH positions and 9 closed out — a net gain of 8 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $26.1M. The largest seller was Clearwater Capital Advisors, cutting an estimated $5.62M.

  • 69 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $205M of WisdomTree International High Dividend Fund stock for Q4 2022, up 73% quarter-over-quarter.
  • 17 funds opened new WisdomTree International High Dividend Fund positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q4 2022 was Bank of America, an estimated $26.1M added.
  • The largest WisdomTree International High Dividend Fund seller in Q4 2022 was Clearwater Capital Advisors, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2022.