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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

32 hedge funds and large institutions have $191M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

89% more capital invested

Capital invested by funds: $101M → $191M (+$90.2M)

28% more funds holding

Funds holding: 25 → 32 (+7)

5.55% more ownership

Funds ownership: 48.83% → 54.39% (+5.6%)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
18
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$29.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.4M
3
UBS Group
UBS Group
Switzerland
+$9.08M
4
Morgan Stanley
Morgan Stanley
New York
+$9.05M
5
Bank of America
Bank of America
North Carolina
+$7.47M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.46M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$600K
3
NFG
NewFocus Financial Group
Washington
-$47.7K
4
CCA
Catalyst Capital Advisors
New York
-$19K
5
MFS
MSI Financial Services
Massachusetts
-$1.41K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$38K +$24.4K +884 +155%
IWMPD
27
Integrated Wealth Management (Palm Desert)
California
$21K +$12.9K +468 +142%
WA
28
Winfield Associates
Ohio
$12K +$4.14K +150 +50%
MFS
29
MSI Financial Services
Massachusetts
$9K -$1.41K -51 -13%
CFA
30
Carroll Financial Associates
North Carolina
$8K +$8.53K +309 New
AIG
31
American International Group
New York
$627 – – –
Fidelity Investments
32
Fidelity Investments
Massachusetts
– -$4.46M -165,077 Closed
JMPWA
33
JP Morgan Private Wealth Advisors
California
– -$600K -22,215 Closed
CCA
34
Catalyst Capital Advisors
New York
– -$19K -700 Closed
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