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WisdomTree International High Dividend Fund

92 hedge funds and large institutions have $297M invested in WisdomTree International High Dividend Fund in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

45% more capital invested

Capital invested by funds: $205M → $297M (+$91.5M)

33% more funds holding

Funds holding: 6992 (+23)

2.69% less ownership

Funds ownership: 74.63%71.93% (-2.7%)

Holders
92
Holders Change
+23
Holders Change %
+33.33%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
34
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$56.7M +$8.25M +217,756 +17%
WANY
2
Wealthspire Advisors (New York)
New York
$34.8M -$123K -3,240 -0.3%
Wells Fargo
3
Wells Fargo
California
$26.5M +$22.4M +592,089 +533%
LPL Financial
4
LPL Financial
California
$21.8M +$1.58M +41,798 +8%
VPP
5
Vertex Planning Partners
Illinois
$14.6M +$694K +18,330 +5%
Morgan Stanley
6
Morgan Stanley
New York
$13M +$941K +24,854 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$12.6M +$10.8M +284,200 +560%
Jane Street
8
Jane Street
New York
$12.1M +$8.22M +217,124 +208%
BPA
9
Beacon Pointe Advisors
California
$7.21M +$142K +3,761 +2%
AIA
10
Arrow Investment Advisors
Maryland
$7.09M +$7.13M +188,274 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$5.69M +$932K +24,626 +19%
UBS Group
12
UBS Group
Switzerland
$5.26M +$1.84M +48,620 +53%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.2M +$1.27M +33,594 +32%
EAM
14
Evanson Asset Management
California
$4.43M +$127K +3,353 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$3.96M +$3.98M +105,208 New
Mariner
16
Mariner
Kansas
$3.93M -$452K -11,933 -10%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$3.55M +$448K +11,823 +14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.35M +$244K +6,445 +8%
SPIA
19
Steward Partners Investment Advisory
New York
$3.1M +$3.02M +79,860 +3,081%
DWA
20
Dorsey Wright & Associates
California
$3.1M +$3.12M +82,383 New
CAN
21
Cetera Advisor Networks
California
$2.76M +$873K +23,054 +46%
GT
22
Greenleaf Trust
Michigan
$2.66M -$24.6K -649 -0.9%
OMC
23
Old Mission Capital
Illinois
$2.65M +$2.67M +70,469 New
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$2.4M +$234K +6,174 +11%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.38M +$732K +19,338 +44%

DTH Hedge Fund Activity: Q1 2023 in Review

92 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q1 2023, worth a combined $297M — up 45% from $205M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DTH positions and 4 closed out — a net gain of 23 holders — while 34 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $22.4M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $2.28M sold.

  • 92 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $297M of WisdomTree International High Dividend Fund stock for Q1 2023, up 45% quarter-over-quarter.
  • 27 funds opened new WisdomTree International High Dividend Fund positions in Q1 2023 and 4 closed out, a net change of +23 holders.
  • The largest WisdomTree International High Dividend Fund buyer in Q1 2023 was Wells Fargo, an estimated $22.4M added.
  • The largest WisdomTree International High Dividend Fund seller in Q1 2023 was WealthPlan Investment Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2023.