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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

99 hedge funds and large institutions have $326M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 88 → 99 (+11)

4.33% more ownership

Funds ownership: 52.71% → 57.04% (+4.3%)

4% more capital invested

Capital invested by funds: $314M → $326M (+$11.8M)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
39
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.3M
3
WMG
WESCAP Management Group
California
+$8.65M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$7.28M
5
UCFA
United Capital Financial Advisors
Texas
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
-$7.99M
2
Bank of America
Bank of America
North Carolina
-$6.65M
3
FTS
Fifth Third Securities
Ohio
-$3.03M
4
UBS Group
UBS Group
Switzerland
-$2.51M
5
FEG
Financial Enhancement Group
Indiana
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$2.62M +$2.98M +86,603 New
SFI
27
SPC Financial Inc
Maryland
$2.54M +$2.88M +83,873 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.43M +$2.76M +80,374 New
AWM
29
AE Wealth Management
Kansas
$2.42M +$991K +28,829 +56%
PW
30
Price Wealth
Texas
$2.42M -$1.19M -34,558 -30%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.4M +$777K +22,608 +40%
SS
32
Simplicity Solutions
Minnesota
$2.39M +$981K +28,545 +56%
CA
33
Cetera Advisors
Colorado
$2.35M +$182K +5,301 +7%
TWM
34
Trinity Wealth Management
Pennsylvania
$2.33M -$833K -24,236 -24%
FTUS
35
Flow Traders U.S.
New York
$2.23M +$2.53M +73,614 New
VFM
36
Vivid Financial Management
California
$1.96M +$222K +6,457 +11%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.6M -$669K -19,449 -27%
C1AG
38
Client 1st Advisory Group
Florida
$1.59M -$745K -21,667 -29%
ACM
39
AlphaStar Capital Management
North Carolina
$1.55M +$9.49K +276 +0.6%
BL
40
BFSG LLC
California
$1.47M +$23.2K +675 +1%
AP
41
Americana Partners
Texas
$1.3M -$7.99M -232,409 -84%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.29M +$150K +4,376 +11%
CCM
43
Colorado Capital Management
Colorado
$1M -$50.8K -1,478 -4%
CAL
44
Capital Advisors Ltd
Ohio
$775K -$25.2K -734 -3%
VNA
45
Valley National Advisers
Pennsylvania
$769K -$1.19M -34,528 -58%
RJA
46
Raymond James & Associates
Florida
$714K +$188K +5,462 +30%
CCM
47
Condor Capital Management
New Jersey
$646K +$138 +4 +0%
Stifel Financial
48
Stifel Financial
Missouri
$604K +$689K +20,037 New
BWA
49
Beam Wealth Advisors
Louisiana
$596K +$136K +3,946 +25%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$532K +$112K +3,267 +23%
1
2
3 4 5

IHDG Hedge Fund Activity: Q1 2020 in Review

99 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2020, worth a combined $326M — up 3.8% from $314M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHDG positions and 7 closed out — a net gain of 14 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was Americana Partners, cutting an estimated $7.99M.

  • 99 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $326M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 21 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2020 was Morgan Stanley, an estimated $29.6M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2020 was Americana Partners, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2020.