We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

75 hedge funds and large institutions have $237M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $216M → $237M (+$20.8M)

3% more funds holding

Funds holding: 73 → 75 (+2)

1.71% more ownership

Funds ownership: 48.65% → 50.36% (+1.7%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
19
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$6.59M
2
Morgan Stanley
Morgan Stanley
New York
+$6.18M
3
SPIA
Steward Partners Investment Advisory
New York
+$4.36M
4
ACM
AlphaStar Capital Management
North Carolina
+$1.51M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.45M

Top Sellers

1
RCAG
Rehmann Capital Advisory Group
Michigan
-$2.07M
2
Jane Street
Jane Street
New York
-$1.7M
3
Goldman Sachs
Goldman Sachs
New York
-$1.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
5
CI
CX Institutional
Indiana
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.29M +$1.27M +38,516 New
SS
27
Simplicity Solutions
Minnesota
$1.29M +$1.27M +38,456 New
CCM
28
Colorado Capital Management
Colorado
$1.2M -$42.9K -1,297 -4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.17M -$58.5K -1,770 -5%
Jane Street
30
Jane Street
New York
$1.06M -$1.7M -51,556 -62%
UBS AM
31
UBS AM
Illinois
$1.05M – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.03M -$279K -8,430 -22%
MIAN
33
Mariner Independent Advisor Network
Kansas
$912K +$906K +27,421 New
CAL
34
Capital Advisors Ltd
Ohio
$838K – – –
CCM
35
Condor Capital Management
New Jersey
$709K +$11.2K +339 +2%
RJA
36
Raymond James & Associates
Florida
$442K +$435K +13,159 New
OC
37
Oarsman Capital
Wisconsin
$428K -$16.4K -495 -4%
SFWC
38
Strategic Family Wealth Counselors
New Jersey
$411K +$1.69K +51 +0.4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$405K -$4.63K -140 -1%
JCM
40
Jacobi Capital Management
Pennsylvania
$369K -$11.6K -351 -3%
LA
41
LVW Advisors
New York
$368K -$19.8K -599 -5%
VF
42
Virtu Financial
New York
$343K -$65.7K -1,990 -16%
CA
43
Cetera Advisors
Colorado
$333K +$8.16K +247 +3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$298K -$579K -17,524 -66%
PG
45
Patten Group
Tennessee
$271K -$333K -10,068 -55%
AIM
46
Aspen Investment Management
Michigan
$249K -$9.91K -300 -4%
BTS
47
BB&T Securities
Virginia
$224K -$16K -484 -7%
CAN
48
Cetera Advisor Networks
California
$217K +$12.2K +369 +6%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$204K – – –
MA
50
Mutual Advisors
Nebraska
$200K +$197K +5,951 New
1
2
3 4

IHDG Hedge Fund Activity: Q3 2019 in Review

75 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2019, worth a combined $237M — up 9.6% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHDG positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $6.59M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $2.07M sold.

  • 75 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $237M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2019, up 9.6% quarter-over-quarter.
  • 12 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2019 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2019 was Ameritas Investment Company, an estimated $6.59M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2019.