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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

48 hedge funds and large institutions have $474M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

23% more capital invested

Capital invested by funds: $384M → $474M (+$89.9M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 47 → 48 (+1)

0.25% more ownership

Funds ownership: 64.69% → 64.93% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.28%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
7
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEG
Fund Evaluation Group
Ohio
+$95.8M
2
Bank of America
Bank of America
North Carolina
+$4.01M
3
UBS Group
UBS Group
Switzerland
+$3.91M
4
SHJ
Sharkey, Howes & Javer
Colorado
+$2.33M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.51M
2
Ameriprise
Ameriprise
Minnesota
-$3.03M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.98M
4
LPL Financial
LPL Financial
California
-$2.54M
5
SC
Scotia Capital
Ontario, Canada
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$570K – – –
TCT
27
TIAA CREF Trust
Missouri
$562K +$552K +21,922 New
CFA
28
Carroll Financial Associates
North Carolina
$500K +$198K +7,849 +67%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$476K +$24K +954 +5%
OC
30
Oarsman Capital
Wisconsin
$395K +$15.1K +601 +4%
LA
31
LVW Advisors
New York
$306K +$10.6K +421 +4%
LNC
32
Lincoln National Corp
Pennsylvania
$292K +$287K +11,393 New
DT
33
Diversified Trust
Tennessee
$287K +$282K +11,193 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$258K +$33.3K +1,321 +15%
PAG
35
Private Advisor Group
New Jersey
$232K +$228K +9,044 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$226K -$2.98M -118,511 -93%
Wells Fargo
37
Wells Fargo
California
$166K -$388K -15,412 -70%
FTUS
38
Flow Traders U.S.
New York
$162K +$74.6K +2,962 +88%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$156K – – –
MFS
40
MSI Financial Services
Massachusetts
$84K +$48.7K +1,934 +146%
GWM
41
Geneos Wealth Management
Colorado
$37K +$37.5K +1,490 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$26K -$41.5K -1,647 -61%
Citigroup
43
Citigroup
New York
$22K +$21.2K +842 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$14K -$47K -1,867 -78%
WA
45
Winfield Associates
Ohio
$12K – – –
WA
46
WFG Advisors
Texas
$6K +$2.87K +114 +87%
Ameriprise
47
Ameriprise
Minnesota
– -$3.03M -114,610 Closed
SC
48
Scotia Capital
Ontario, Canada
– -$2.34M -93,938 Closed
PWPCM
49
Perella Weinberg Partners Capital Management
New York
– -$1.96M -74,127 Closed
CWM
50
Cabot Wealth Management
Massachusetts
– -$1.8M -68,088 Closed
1
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3

IHDG Hedge Fund Activity: Q1 2016 in Review

48 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2016, worth a combined $474M — up 23% from $384M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IHDG positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $95.8M. The largest seller was Morgan Stanley, cutting an estimated $4.51M.

  • 48 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2016, up from 47 in Q4 2015.
  • Funds reported $474M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2016, up 23% quarter-over-quarter.
  • 7 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2016 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2016 was Fund Evaluation Group, an estimated $95.8M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2016 was Morgan Stanley, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2016.