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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

88 hedge funds and large institutions have $314M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

32% more capital invested

Capital invested by funds: $237M → $314M (+$76.8M)

17% more funds holding

Funds holding: 75 → 88 (+13)

2.35% more ownership

Funds ownership: 50.36% → 52.71% (+2.3%)

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
38
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIC
Ameritas Investment Company
Nebraska
+$5.89M
2
FEG
Financial Enhancement Group
Indiana
+$5.66M
3
Bank of America
Bank of America
North Carolina
+$4.82M
4
Morgan Stanley
Morgan Stanley
New York
+$4.47M
5
FA
FDx Advisors
Illinois
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.01M
2
FAAS
First Allied Advisory Services
California
-$1.58M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.4M
4
Jane Street
Jane Street
New York
-$1.06M
5
UBS AM
UBS AM
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.63M +$292K +8,382 +13%
VNA
27
Valley National Advisers
Pennsylvania
$2.18M -$37.3K -1,069 -2%
VFM
28
Vivid Financial Management
California
$2.16M +$2.03M +58,306 New
MML Investors Services
29
MML Investors Services
Massachusetts
$2.06M +$244K +7,010 +14%
AWM
30
AE Wealth Management
Kansas
$1.86M +$443K +12,706 +33%
SS
31
Simplicity Solutions
Minnesota
$1.84M +$421K +12,085 +31%
ACM
32
AlphaStar Capital Management
North Carolina
$1.76M +$101K +2,900 +6%
BL
33
BFSG LLC
California
$1.75M +$1.67M +48,030 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.4M +$131K +3,746 +11%
TCWM
35
Total Clarity Wealth Management
Illinois
$1.33M +$1.27M +36,503 New
CCM
36
Colorado Capital Management
Colorado
$1.26M -$30.3K -868 -2%
MIAN
37
Mariner Independent Advisor Network
Kansas
$1.04M +$42.6K +1,221 +4%
CAL
38
Capital Advisors Ltd
Ohio
$956K +$49K +1,405 +6%
CCM
39
Condor Capital Management
New Jersey
$775K +$7.84K +225 +1%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$695K -$400K -11,460 -37%
RJA
41
Raymond James & Associates
Florida
$659K +$173K +4,968 +38%
BWA
42
Beam Wealth Advisors
Louisiana
$572K +$549K +15,733 New
SHJ
43
Sharkey, Howes & Javer
Colorado
$546K +$524K +15,026 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$520K +$79.2K +2,271 +19%
MA
45
Mutual Advisors
Nebraska
$475K +$248K +7,113 +120%
OC
46
Oarsman Capital
Wisconsin
$450K -$11.7K -336 -3%
SFWC
47
Strategic Family Wealth Counselors
New Jersey
$445K +$663 +19 +0.2%
JCM
48
Jacobi Capital Management
Pennsylvania
$401K +$1.99K +57 +0.5%
RICHC
49
Renaissance Investment Consultants Holding Company
Pennsylvania
$399K +$384K +11,009 New
LA
50
LVW Advisors
New York
$393K -$4.74K -136 -1%
1
2
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IHDG Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2019, worth a combined $314M — up 32% from $237M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IHDG positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $5.89M. The largest seller was Curi RMB Capital, cutting an estimated $2.01M.

  • 88 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2019, up from 75 in Q3 2019.
  • Funds reported $314M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2019, up 32% quarter-over-quarter.
  • 25 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2019 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2019 was Ameritas Investment Company, an estimated $5.89M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2019 was Curi RMB Capital, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2019.