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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

82 hedge funds and large institutions have $309M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $293M → $309M (+$16M)

2.61% more ownership

Funds ownership: 53.86% → 56.47% (+2.6%)

1% more funds holding

Funds holding: 81 → 82 (+1)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
9
Increased
27
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.9M
2
Stifel Financial
Stifel Financial
Missouri
+$7.37M
3
CRC
Curi RMB Capital
Illinois
+$4.53M
4
LPL Financial
LPL Financial
California
+$2.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.23M

Top Sellers

1
BL
BFSG LLC
California
-$5.24M
2
RIG
RiverFront Investment Group
Virginia
-$4.58M
3
SCA
Stokes Capital Advisors
South Carolina
-$2.04M
4
SBL
Sargent Bickham Lagudis
Colorado
-$1.99M
5
DPA
Delphi Private Advisors
California
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.5M +$1.52M +48,504 New
UBS AM
27
UBS AM
Illinois
$1.41M +$1.43M +45,729 New
SPIA
28
Steward Partners Investment Advisory
New York
$1.39M +$770K +24,615 +121%
SFC
29
SYM Financial Corp
Indiana
$1.29M – – –
HWP
30
Hefty Wealth Partners
Indiana
$1.25M +$45.6K +1,457 +4%
CCM
31
Condor Capital Management
New Jersey
$1.17M +$55.5K +1,773 +5%
CAN
32
Cetera Advisor Networks
California
$872K -$80.6K -2,578 -8%
CAL
33
Capital Advisors Ltd
Ohio
$829K -$24.1K -772 -3%
FAAS
34
First Allied Advisory Services
California
$829K +$222K +7,087 +36%
CT
35
CPF Texas
Texas
$820K +$156K +4,974 +23%
PG
36
Patten Group
Tennessee
$761K -$157K -5,020 -17%
FTUS
37
Flow Traders U.S.
New York
$754K +$764K +24,429 New
HWA
38
Heritage Wealth Advisors
Virginia
$711K +$195K +6,232 +37%
LNC
39
Lincoln National Corp
Pennsylvania
$683K -$960K -30,685 -58%
OMC
40
Old Mission Capital
Illinois
$641K +$281K +8,990 +76%
OC
41
Oarsman Capital
Wisconsin
$538K -$9.38K -300 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$510K +$196K +6,279 +61%
OPWM
43
Oak Point Wealth Management
Michigan
$484K +$146K +4,674 +42%
JCM
44
Jacobi Capital Management
Pennsylvania
$455K -$8.98K -287 -2%
FCIM
45
Fairview Capital Investment Management
California
$451K -$203K -6,500 -31%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$447K -$27.2K -870 -6%
CFA
47
Carroll Financial Associates
North Carolina
$436K -$728K -23,269 -62%
Creative Planning
48
Creative Planning
Kansas
$412K +$11.4K +366 +3%
AI
49
Atria Investments
North Carolina
$364K +$141K +4,496 +62%
FNBT
50
FineMark National Bank & Trust
Florida
$291K – – –
1
2
3 4

IHDG Hedge Fund Activity: Q1 2018 in Review

82 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2018, worth a combined $309M — up 5.5% from $293M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IHDG positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was BFSG LLC, cutting an estimated $5.24M.

  • 82 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2018, up from 81 in Q4 2017.
  • Funds reported $309M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2018, up 5.5% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2018 was Bank of America, an estimated $13.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2018 was BFSG LLC, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2018.