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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

74 hedge funds and large institutions have $283M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

14% more funds holding

Funds holding: 65 → 74 (+9)

1.35% more ownership

Funds ownership: 54.98% → 56.33% (+1.4%)

4% more capital invested

Capital invested by funds: $272M → $283M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
32
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.7M
2
RCAG
Rehmann Capital Advisory Group
Michigan
+$3.27M
3
Jane Street
Jane Street
New York
+$2.27M
4
SG Americas Securities
SG Americas Securities
New York
+$1.76M
5
LPL Financial
LPL Financial
California
+$777K

Top Sellers

1
DPA
Delphi Private Advisors
California
-$18M
2
UBS Group
UBS Group
Switzerland
-$6.2M
3
Morgan Stanley
Morgan Stanley
New York
-$3.13M
4
IWM
IHT Wealth Management
Illinois
-$460K
5
SBL
Sargent Bickham Lagudis
Colorado
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$1.05M +$92.5K +3,088 +10%
HWP
27
Hefty Wealth Partners
Indiana
$950K +$51.9K +1,731 +6%
OMC
28
Old Mission Capital
Illinois
$898K +$633K +21,120 +258%
CAL
29
Capital Advisors Ltd
Ohio
$848K -$16.9K -564 -2%
LNC
30
Lincoln National Corp
Pennsylvania
$810K +$15.9K +532 +2%
PG
31
Patten Group
Tennessee
$788K -$36.8K -1,228 -5%
CAN
32
Cetera Advisor Networks
California
$710K +$5.78K +193 +0.8%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$696K – – –
IFS
34
Ifrah Financial Services
Arkansas
$685K -$4.34K -145 -0.6%
FCIM
35
Fairview Capital Investment Management
California
$648K -$146K -4,863 -19%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$589K +$175K +5,824 +43%
FAAS
37
First Allied Advisory Services
California
$560K +$119K +3,985 +28%
Creative Planning
38
Creative Planning
Kansas
$556K +$150K +5,000 +38%
OC
39
Oarsman Capital
Wisconsin
$540K +$26.3K +876 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$502K +$248K +8,270 +102%
Stifel Financial
41
Stifel Financial
Missouri
$454K -$11.4K -380 -3%
JCM
42
Jacobi Capital Management
Pennsylvania
$453K +$52.5K +1,753 +14%
HWA
43
Heritage Wealth Advisors
Virginia
$431K +$132K +4,407 +46%
LA
44
LVW Advisors
New York
$334K -$5.75K -192 -2%
FNBT
45
FineMark National Bank & Trust
Florida
$289K – – –
SHJ
46
Sharkey, Howes & Javer
Colorado
$278K -$95.7K -3,194 -26%
SPIA
47
Steward Partners Investment Advisory
New York
$265K +$259K +8,652 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$258K -$9.5K -317 -4%
LPT
49
Legacy Private Trust
Wisconsin
$236K +$17.2K +573 +8%
Ameriprise
50
Ameriprise
Minnesota
$221K +$216K +7,203 New
1
2
3 4

IHDG Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2017, worth a combined $283M — up 4.2% from $272M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IHDG positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Delphi Private Advisors, cutting an estimated $18M.

  • 74 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2017, up from 65 in Q2 2017.
  • Funds reported $283M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2017 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2017 was Bank of America, an estimated $13.7M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2017 was Delphi Private Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2017.