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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

74 hedge funds and large institutions have $261M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.36% more ownership

Funds ownership: 47.75% → 52.11% (+4.4%)

1% less capital invested

Capital invested by funds: $262M → $261M (-$1.33M)

3% less funds holding

Funds holding: 76 → 74 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
10
Increased
19
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$10M
2
Bank of America
Bank of America
North Carolina
+$4.14M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.07M
5
Morgan Stanley
Morgan Stanley
New York
+$921K

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$9.12M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.5M
3
RCAG
Rehmann Capital Advisory Group
Michigan
-$3.27M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.55M
5
Stifel Financial
Stifel Financial
Missouri
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$1.35M – – –
CCM
27
Colorado Capital Management
Colorado
$1.33M -$413K -12,797 -24%
CCM
28
Condor Capital Management
New Jersey
$1.24M +$5.26K +163 +0.4%
FAAS
29
First Allied Advisory Services
California
$1.15M +$203K +6,297 +21%
SPIA
30
Steward Partners Investment Advisory
New York
$990K -$9.59K -297 -1%
FFBTD
31
First Financial Bank - Trust Division
Ohio
$975K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$958K +$171K +5,306 +22%
CT
33
CPF Texas
Texas
$944K +$44.7K +1,385 +5%
CAL
34
Capital Advisors Ltd
Ohio
$862K – – –
PG
35
Patten Group
Tennessee
$833K +$131K +4,070 +19%
HWA
36
Heritage Wealth Advisors
Virginia
$653K +$44.8K +1,388 +7%
CAN
37
Cetera Advisor Networks
California
$599K +$605K +18,717 New
Jane Street
38
Jane Street
New York
$552K +$556K +17,216 New
OC
39
Oarsman Capital
Wisconsin
$539K -$21K -650 -4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$525K -$13.3K -412 -2%
FCIM
41
Fairview Capital Investment Management
California
$463K -$6.46K -200 -1%
JCM
42
Jacobi Capital Management
Pennsylvania
$456K -$129 -4 -0%
Lido Advisors
43
Lido Advisors
California
$398K – – –
AIM
44
Aspen Investment Management
Michigan
$247K – – –
CA
45
Cetera Advisors
Colorado
$245K +$247K +7,643 New
Northern Trust
46
Northern Trust
Illinois
$239K +$241K +7,450 New
CFA
47
Carroll Financial Associates
North Carolina
$227K -$6.17K -191 -3%
Comerica Bank
48
Comerica Bank
Texas
$213K +$18.4K +570 +9%
SCA
49
Stokes Capital Advisors
South Carolina
$210K -$8.75K -271 -4%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$195K – – –
1
2
3 4

IHDG Hedge Fund Activity: Q3 2018 in Review

74 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2018, worth a combined $261M — down 0.51% from $262M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IHDG and 10 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was UBS Group, adding an estimated $10M. The largest seller was RiverFront Investment Group, cutting an estimated $9.12M.

  • 74 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2018, down from 76 in Q2 2018.
  • Funds reported $261M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2018, down 0.51% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2018 and 12 closed out, a net change of -2 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2018 was UBS Group, an estimated $10M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2018 was RiverFront Investment Group, an estimated $9.12M sold.

Based on aggregated 13F filings for Q3 2018.