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WisdomTree International Hedged Quality Dividend Growth Fund

47 hedge funds and large institutions have $384M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

32% more capital invested

Capital invested by funds: $291M → $384M (+$92.8M)

21% more funds holding

Funds holding: 3947 (+8)

1.09% more ownership

Funds ownership: 63.59%64.69% (+1.1%)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
1.23%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.24%
New
13
Increased
22
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.02M +$12.4K +469 +1%
CAL
27
Capital Advisors Ltd
Ohio
$873K +$829K +31,276 +1,769%
CCM
28
Condor Capital Management
New Jersey
$862K +$45.7K +1,725 +6%
AIM
29
Aspen Investment Management
Michigan
$681K +$264K +9,948 +63%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$587K
Wells Fargo
31
Wells Fargo
California
$579K +$580K +21,878 New
RJA
32
Raymond James & Associates
Florida
$529K +$530K +20,002 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$466K +$467K +17,616 New
OC
34
Oarsman Capital
Wisconsin
$392K +$18.7K +704 +5%
CFA
35
Carroll Financial Associates
North Carolina
$308K +$160K +6,027 +107%
LA
36
LVW Advisors
New York
$304K +$20.8K +786 +7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$231K -$161K -6,070 -41%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$160K
FTUS
39
Flow Traders U.S.
New York
$88K +$88.7K +3,347 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$71K +$71.1K +2,680 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$63K +$11.2K +424 +21%
MFS
42
MSI Financial Services
Massachusetts
$35K +$32K +1,207 +1,006%
WA
43
Winfield Associates
Ohio
$12K
IA
44
IFP Advisors
Florida
$3K +$2.92K +110 New
WA
45
WFG Advisors
Texas
$3K +$3.47K +131 New
AIG
46
American International Group
New York
$1K
WRM
47
Westport Resources Management
Connecticut
-$305K -12,241 Closed
SWA
48
SFMG Wealth Advisors
Texas
-$264K -10,597 Closed
Creative Planning
49
Creative Planning
Kansas
-$27K -1,095 Closed
IWMPD
50
Integrated Wealth Management (Palm Desert)
California
-$20K -795 Closed