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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

57 hedge funds and large institutions have $266M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

5% less funds holding

Funds holding: 60 → 57 (-3)

6.65% less ownership

Funds ownership: 62.09% → 55.44% (-6.6%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

26% less capital invested

Capital invested by funds: $362M → $266M (-$95.2M)

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
1.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
10
Increased
19
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WMG
WESCAP Management Group
California
+$3.64M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.76M
3
SBL
Sargent Bickham Lagudis
Colorado
+$2.01M
4
HWP
Hefty Wealth Partners
Indiana
+$759K
5
DPA
Delphi Private Advisors
California
+$634K

Top Sellers

1
SHJ
Sharkey, Howes & Javer
Colorado
-$33.5M
2
Bank of America
Bank of America
North Carolina
-$10.4M
3
UBS Group
UBS Group
Switzerland
-$9.31M
4
RJA
Raymond James & Associates
Florida
-$8.16M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$793K -$1.54M -56,141 -67%
HWP
27
Hefty Wealth Partners
Indiana
$784K +$759K +27,610 New
JMPWA
28
JP Morgan Private Wealth Advisors
California
$704K +$70.1K +2,550 +11%
CAN
29
Cetera Advisor Networks
California
$646K +$27K +982 +5%
LNC
30
Lincoln National Corp
Pennsylvania
$606K +$287K +10,455 +96%
OC
31
Oarsman Capital
Wisconsin
$476K +$24.1K +875 +6%
Stifel Financial
32
Stifel Financial
Missouri
$417K +$69.7K +2,534 +21%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$381K +$13.2K +479 +4%
LA
34
LVW Advisors
New York
$337K +$6.02K +219 +2%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$272K +$27 +1 +0%
FNBT
36
FineMark National Bank & Trust
Florida
$268K – – –
HWA
37
Heritage Wealth Advisors
Virginia
$253K +$242K +8,808 New
FTUS
38
Flow Traders U.S.
New York
$250K -$546K -19,846 -69%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$249K +$23.2K +845 +11%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$206K -$58K -2,108 -23%
LPT
41
Legacy Private Trust
Wisconsin
$202K +$195K +7,110 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$172K -$3.99K -145 -2%
Wells Fargo
43
Wells Fargo
California
$110K +$37K +1,347 +53%
IWM
44
IHT Wealth Management
Illinois
$90K +$37.4K +1,360 +1,528%
GWM
45
Geneos Wealth Management
Colorado
$68K – – –
AG
46
Advisor Group
Arizona
$45K -$4.21K -153 -9%
BTIS
47
BB&T Investment Services
North Carolina
$36K +$11.5K +419 +48%
KF
48
Krilogy Financial
Missouri
$30K – – –
HI
49
Hudock Inc
Pennsylvania
$17K – – –
WA
50
Winfield Associates
Ohio
$13K – – –
1
2
3

IHDG Hedge Fund Activity: Q1 2017 in Review

57 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2017, worth a combined $266M — down 26% from $362M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IHDG and 10 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 19 added.

The largest buyer was WESCAP Management Group, opening a new position worth an estimated $3.64M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $33.5M.

  • 57 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2017, down from 60 in Q4 2016.
  • Funds reported $266M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2017, down 26% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2017 and 11 closed out, a net change of -1 holder.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2017 was WESCAP Management Group, an estimated $3.64M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2017 was Sharkey, Howes & Javer, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2017.