We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund

76 hedge funds and large institutions have $262M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

7% less funds holding

Funds holding: 8276 (-6)

8.72% less ownership

Funds ownership: 56.47%47.75% (-8.7%)

15% less capital invested

Capital invested by funds: $309M → $262M (-$46.5M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
10
Increased
24
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.55M -$466K -14,612 -23%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.48M +$1.49M +46,625 New
UBS AM
28
UBS AM
Illinois
$1.33M -$121K -3,802 -8%
CCM
29
Condor Capital Management
New Jersey
$1.22M +$22.8K +716 +2%
OMC
30
Old Mission Capital
Illinois
$1.14M +$480K +15,051 +72%
SPIA
31
Steward Partners Investment Advisory
New York
$991K -$439K -13,791 -31%
FFBTD
32
First Financial Bank - Trust Division
Ohio
$966K +$968K +30,381 New
FAAS
33
First Allied Advisory Services
California
$935K +$89.4K +2,806 +11%
CT
34
CPF Texas
Texas
$891K +$47.1K +1,477 +6%
CAL
35
Capital Advisors Ltd
Ohio
$854K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$781K +$256K +8,045 +49%
PG
37
Patten Group
Tennessee
$696K -$87.5K -2,747 -11%
LNC
38
Lincoln National Corp
Pennsylvania
$622K -$81.6K -2,561 -12%
HWA
39
Heritage Wealth Advisors
Virginia
$606K -$132K -4,136 -18%
OC
40
Oarsman Capital
Wisconsin
$554K +$32 +1 +0%
FTUS
41
Flow Traders U.S.
New York
$544K -$233K -7,324 -30%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$533K +$73.1K +2,294 +16%
FCIM
43
Fairview Capital Investment Management
California
$465K
JCM
44
Jacobi Capital Management
Pennsylvania
$452K -$23.6K -740 -5%
Creative Planning
45
Creative Planning
Kansas
$448K +$23.6K +742 +6%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$398K +$256K +8,032 +178%
Lido Advisors
47
Lido Advisors
California
$395K +$396K +12,431 New
FNBT
48
FineMark National Bank & Trust
Florida
$300K
VF
49
Virtu Financial
New York
$292K +$292K +9,177 New
Ameriprise
50
Ameriprise
Minnesota
$284K -$5.48K -172 -2%

IHDG Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2018, worth a combined $262M — down 15% from $309M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IHDG and 10 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Ifrah Financial Services, adding an estimated $4.68M. The largest seller was RiverFront Investment Group, cutting an estimated $35.1M.

  • 76 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2018, down from 82 in Q1 2018.
  • Funds reported $262M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2018, down 15% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2018 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2018 was Ifrah Financial Services, an estimated $4.68M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2018 was RiverFront Investment Group, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2018.