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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

79 hedge funds and large institutions have $221M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7% more funds holding

Funds holding: 74 → 79 (+5)

1.13% more ownership

Funds ownership: 52.11% → 53.24% (+1.1%)

15% less capital invested

Capital invested by funds: $261M → $221M (-$39.9M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
16
Increased
19
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$3.99M
2
FTS
Fifth Third Securities
Ohio
+$3.88M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.26M
4
Morgan Stanley
Morgan Stanley
New York
+$1.96M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7M
2
IFS
Ifrah Financial Services
Arkansas
-$6.13M
3
UBS Group
UBS Group
Switzerland
-$4.94M
4
Stifel Financial
Stifel Financial
Missouri
-$2.54M
5
LPL Financial
LPL Financial
California
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
26
SYM Financial Corp
Indiana
$1.38M – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.36M -$87.4K -2,954 -6%
CCM
28
Condor Capital Management
New Jersey
$1.13M +$59.1K +2,000 +5%
CCM
29
Colorado Capital Management
Colorado
$1.11M -$41.6K -1,408 -3%
FAAS
30
First Allied Advisory Services
California
$1.1M +$107K +3,619 +10%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$979K +$157K +5,318 +18%
UBS AM
32
UBS AM
Illinois
$866K -$319K -10,797 -26%
CAL
33
Capital Advisors Ltd
Ohio
$798K +$53.4K +1,806 +7%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$647K +$448K +15,147 New
Jane Street
35
Jane Street
New York
$555K +$81.1K +2,741 +16%
SPIA
36
Steward Partners Investment Advisory
New York
$516K -$364K -12,308 -40%
FTUS
37
Flow Traders U.S.
New York
$503K +$535K +18,081 New
VF
38
Virtu Financial
New York
$489K +$520K +17,586 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$487K +$517K +17,492 New
PG
40
Patten Group
Tennessee
$465K -$274K -9,270 -36%
OC
41
Oarsman Capital
Wisconsin
$462K -$5.91K -200 -1%
FFA
42
Fragasso Financial Advisors
Pennsylvania
$433K +$460K +15,547 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$394K -$65.5K -2,216 -14%
FCIM
44
Fairview Capital Investment Management
California
$391K -$10.3K -350 -2%
SFWC
45
Strategic Family Wealth Counselors
New Jersey
$338K +$360K +12,164 New
LA
46
LVW Advisors
New York
$335K +$356K +12,032 New
JCM
47
Jacobi Capital Management
Pennsylvania
$313K -$87.6K -2,962 -21%
SCA
48
Stokes Capital Advisors
South Carolina
$247K +$69K +2,335 +36%
CA
49
Cetera Advisors
Colorado
$221K +$9.85K +333 +4%
AIM
50
Aspen Investment Management
Michigan
$214K – – –
1
2
3 4

IHDG Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2018, worth a combined $221M — down 15% from $261M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IHDG positions and 10 closed out — a net gain of 6 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $3.99M. The largest seller was Bank of America, cutting an estimated $7M.

  • 79 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2018, up from 74 in Q3 2018.
  • Funds reported $221M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2018, down 15% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2018 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2018 was United Capital Financial Advisors, an estimated $3.99M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2018 was Bank of America, an estimated $7M sold.

Based on aggregated 13F filings for Q4 2018.