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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

39 hedge funds and large institutions have $291M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

52% more capital invested

Capital invested by funds: $191M → $291M (+$99.7M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

22% more funds holding

Funds holding: 32 → 39 (+7)

9.21% more ownership

Funds ownership: 54.39% → 63.59% (+9.2%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
10
Increased
14
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$150M
2
UBS Group
UBS Group
Switzerland
+$11.3M
3
Bank of America
Bank of America
North Carolina
+$9.65M
4
Morgan Stanley
Morgan Stanley
New York
+$7M
5
SC
Scotia Capital
Ontario, Canada
+$2.46M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$27.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$24.4M
3
SHJ
Sharkey, Howes & Javer
Colorado
-$8.9M
4
NFG
NewFocus Financial Group
Washington
-$4.38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
26
Westport Resources Management
Connecticut
$305K -$18.2K -698 -5%
LA
27
LVW Advisors
New York
$267K +$280K +10,711 New
SWA
28
SFMG Wealth Advisors
Texas
$264K -$27.4M -1,047,166 -99%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$151K +$159K +6,065 New
CFA
30
Carroll Financial Associates
North Carolina
$146K +$139K +5,337 +1,727%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$49K +$13.6K +519 +36%
CAL
32
Capital Advisors Ltd
Ohio
$44K – – –
Creative Planning
33
Creative Planning
Kansas
$27K +$28.6K +1,095 New
IWMPD
34
Integrated Wealth Management (Palm Desert)
California
$20K -$78 -3 -0.4%
WA
35
Winfield Associates
Ohio
$11K – – –
MFS
36
MSI Financial Services
Massachusetts
$3K -$5.91K -226 -65%
AIG
37
American International Group
New York
$1K – – –
LYV
38
Live Your Vision
Pennsylvania
$1K +$1.07K +41 New
NFG
39
NewFocus Financial Group
Washington
– -$4.38M -167,584 Closed
VKH
40
Virtu KCG Holdings
New York
– -$663K -25,387 Closed
1
2

IHDG Hedge Fund Activity: Q3 2015 in Review

39 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2015, worth a combined $291M — up 52% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IHDG positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Fund Evaluation Group, opening a new position worth an estimated $150M. The largest seller was SFMG Wealth Advisors, cutting an estimated $27.4M.

  • 39 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2015, up from 32 in Q2 2015.
  • Funds reported $291M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2015, up 52% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2015 and 2 closed out, a net change of +8 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2015 was Fund Evaluation Group, an estimated $150M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2015 was SFMG Wealth Advisors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q3 2015.