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WisdomTree International High Dividend Fund

77 hedge funds and large institutions have $202M invested in WisdomTree International High Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.86% less ownership

Funds ownership: 67.39%64.53% (-2.9%)

4% less funds holding

Funds holding: 8077 (-3)

12% less capital invested

Capital invested by funds: $230M → $202M (-$27.9M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

42% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 33

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
33
Closed
8
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
$52.8M -$1.61M -40,645 -3%
Morgan Stanley
2
Morgan Stanley
New York
$24M +$2.24M +56,375 +10%
LPL Financial
3
LPL Financial
California
$15.3M -$7.9M -198,905 -33%
VPP
4
Vertex Planning Partners
Illinois
$12.5M -$781K -19,665 -6%
BPA
5
Beacon Pointe Advisors
California
$7.63M -$217K -5,464 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.1M +$309K +7,790 +5%
WANY
7
Wealthspire Advisors (New York)
New York
$5.77M -$304K -7,646 -5%
FTUS
8
Flow Traders U.S.
New York
$4.89M +$2.11M +53,006 +71%
FAM
9
Formidable Asset Management
Ohio
$4.42M +$1.26M +31,725 +38%
Mariner
10
Mariner
Kansas
$4.29M -$3.37M -84,763 -43%
EAM
11
Evanson Asset Management
California
$4.17M -$2.94K -74 -0.1%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$3.45M -$17K -428 -0.5%
CFA
13
Cahill Financial Advisors
Minnesota
$3.41M +$254K +6,386 +8%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.41M -$838K -21,091 -19%
SPIA
15
Steward Partners Investment Advisory
New York
$3.27M +$26.4K +664 +0.8%
GT
16
Greenleaf Trust
Michigan
$2.8M -$238 -6 -0%
SCA
17
Snowden Capital Advisors
New York
$2.75M +$26K +655 +0.9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.72M -$74.8K -1,882 -3%
UBS Group
19
UBS Group
Switzerland
$2.61M -$4.54M -114,284 -63%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.56M -$11.1K -279 -0.4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.26M -$1.21M -30,464 -34%
AWS
22
Atria Wealth Solutions
New York
$2.26M +$36.3K +914 +2%
Wells Fargo
23
Wells Fargo
California
$2.08M +$16.8K +424 +0.8%
WP
24
WealthPLAN Partners
Nebraska
$2.07M +$66.7K +1,679 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.99M -$40 -1 -0%

DTH Hedge Fund Activity: Q2 2024 in Review

77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q2 2024, worth a combined $202M — down 12% from $230M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DTH and 7 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $2.24M. The largest seller was LPL Financial, cutting an estimated $7.9M.

  • 77 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q2 2024, down from 80 in Q1 2024.
  • Funds reported $202M of WisdomTree International High Dividend Fund stock for Q2 2024, down 12% quarter-over-quarter.
  • 7 funds opened new WisdomTree International High Dividend Fund positions in Q2 2024 and 8 closed out, a net change of -1 holder.
  • The largest WisdomTree International High Dividend Fund buyer in Q2 2024 was Morgan Stanley, an estimated $2.24M added.
  • The largest WisdomTree International High Dividend Fund seller in Q2 2024 was LPL Financial, an estimated $7.9M sold.

Based on aggregated 13F filings for Q2 2024.