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WisdomTree International High Dividend Fund

74 hedge funds and large institutions have $219M invested in WisdomTree International High Dividend Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $202M → $219M (+$17.3M)

1.17% more ownership

Funds ownership: 64.53%65.69% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 7774 (-3)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
22
Reduced
25
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
$57.1M +$84.7K +2,115 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$26.9M +$992K +24,789 +4%
LPL Financial
3
LPL Financial
California
$24.3M +$7.49M +187,066 +47%
VPP
4
Vertex Planning Partners
Illinois
$13.7M +$155K +3,884 +1%
Mariner
5
Mariner
Kansas
$7.94M +$3.2M +79,824 +71%
BPA
6
Beacon Pointe Advisors
California
$7.71M -$516K -12,881 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.49M -$102K -2,543 -2%
WANY
8
Wealthspire Advisors (New York)
New York
$6.08M -$143K -3,564 -2%
EAM
9
Evanson Asset Management
California
$4.38M -$111K -2,783 -3%
FAM
10
Formidable Asset Management
Ohio
$4.11M -$642K -16,047 -14%
CFA
11
Cahill Financial Advisors
Minnesota
$3.83M +$138K +3,447 +4%
SPIA
12
Steward Partners Investment Advisory
New York
$3.61M +$74.9K +1,870 +2%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$3.3M -$416K -10,402 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.29M -$379K -9,467 -11%
SCA
15
Snowden Capital Advisors
New York
$2.97M
GT
16
Greenleaf Trust
Michigan
$2.95M -$67.9K -1,695 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.92M -$13.4K -335 -0.5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.75M +$586K +14,633 +28%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.55M +$98.1K +2,451 +4%
UBS Group
20
UBS Group
Switzerland
$2.54M -$267K -6,663 -10%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$2.4M -$332K -8,295 -12%
AWS
22
Atria Wealth Solutions
New York
$2.34M -$94.8K -2,367 -4%
Wells Fargo
23
Wells Fargo
California
$2.24M -$6.49K -162 -0.3%
WIM
24
WealthPlan Investment Management
Nebraska
$2.18M +$2.11M +52,658 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.81M -$51.5K -1,286 -3%

DTH Hedge Fund Activity: Q3 2024 in Review

74 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International High Dividend Fund (DTH) for Q3 2024, worth a combined $219M — up 8.5% from $202M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DTH and 7 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 22 added.

The largest buyer was LPL Financial, adding an estimated $7.49M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.89M sold.

  • 74 institutional investors held WisdomTree International High Dividend Fund (DTH) as of Q3 2024, down from 77 in Q2 2024.
  • Funds reported $219M of WisdomTree International High Dividend Fund stock for Q3 2024, up 8.5% quarter-over-quarter.
  • 7 funds opened new WisdomTree International High Dividend Fund positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest WisdomTree International High Dividend Fund buyer in Q3 2024 was LPL Financial, an estimated $7.49M added.
  • The largest WisdomTree International High Dividend Fund seller in Q3 2024 was Flow Traders U.S., an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2024.