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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

65 hedge funds and large institutions have $272M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 16 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

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

14% more funds holding

Funds holding: 57 → 65 (+8)

2% more capital invested

Capital invested by funds: $266M → $272M (+$5.35M)

0.46% less ownership

Funds ownership: 55.44% → 54.98% (-0.46%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
65
Holders Change
+8
Holders Change %
+14.04%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
10
Increased
26
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.19M
2
Morgan Stanley
Morgan Stanley
New York
+$1.14M
3
JWM
Jacobus Wealth Management
Wisconsin
+$1.11M
4
PG
Patten Group
Tennessee
+$800K
5
FCIM
Fairview Capital Investment Management
California
+$772K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$8.31M
2
Jane Street
Jane Street
New York
-$2.46M
3
SHJ
Sharkey, Howes & Javer
Colorado
-$2.21M
4
RJA
Raymond James & Associates
Florida
-$361K
5
FTUS
Flow Traders U.S.
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
26
Patten Group
Tennessee
$810K +$800K +26,940 New
FCIM
27
Fairview Capital Investment Management
California
$769K +$772K +25,990 New
LNC
28
Lincoln National Corp
Pennsylvania
$766K +$136K +4,585 +22%
CAN
29
Cetera Advisor Networks
California
$679K +$5.08K +171 +0.8%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$672K -$60.9K -2,050 -8%
IFS
31
Ifrah Financial Services
Arkansas
$665K +$668K +22,474 New
OC
32
Oarsman Capital
Wisconsin
$495K +$59 +2 +0%
Stifel Financial
33
Stifel Financial
Missouri
$450K +$9.3K +313 +2%
FAAS
34
First Allied Advisory Services
California
$421K +$420K +14,145 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$397K – – –
Creative Planning
36
Creative Planning
Kansas
$388K +$386K +12,987 +9,549%
JCM
37
Jacobi Capital Management
Pennsylvania
$383K +$384K +12,926 New
SHJ
38
Sharkey, Howes & Javer
Colorado
$360K -$2.21M -74,267 -86%
LA
39
LVW Advisors
New York
$328K -$22.3K -750 -6%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$311K +$312K +10,497 New
HWA
41
Heritage Wealth Advisors
Virginia
$287K +$25K +842 +10%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$284K +$297 +10 +0.1%
FNBT
43
FineMark National Bank & Trust
Florida
$279K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$259K -$772 -26 -0.3%
OMC
45
Old Mission Capital
Illinois
$242K +$243K +8,184 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$240K +$25.6K +862 +12%
LPT
47
Legacy Private Trust
Wisconsin
$210K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$180K – – –
Citigroup
49
Citigroup
New York
$154K +$154K +5,200 New
Wells Fargo
50
Wells Fargo
California
$108K -$6.36K -214 -6%
1
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IHDG Hedge Fund Activity: Q2 2017 in Review

65 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2017, worth a combined $272M — up 2% from $266M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IHDG positions and 2 closed out — a net gain of 8 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $1.19M. The largest seller was UBS Group, cutting an estimated $8.31M.

  • 65 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2017, up from 57 in Q1 2017.
  • Funds reported $272M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2017, up 2% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2017 and 2 closed out, a net change of +8 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2017 was Bank of America, an estimated $1.19M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2017 was UBS Group, an estimated $8.31M sold.

Based on aggregated 13F filings for Q2 2017.