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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

104 hedge funds and large institutions have $416M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

28% more capital invested

Capital invested by funds: $326M → $416M (+$89.7M)

5% more funds holding

Funds holding: 99 → 104 (+5)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

2.46% less ownership

Funds ownership: 57.04% → 54.58% (-2.5%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.05M
5
RJA
Raymond James & Associates
Florida
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$12.1M
2
AIC
Ameritas Investment Company
Nebraska
-$12M
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.08M
5
SC
Scotia Capital
Ontario, Canada
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.47M -$6.08M -181,702 -65%
SFI
27
SPC Financial Inc
Maryland
$3.35M +$388K +11,593 +14%
CA
28
Cetera Advisors
Colorado
$3.1M +$357K +10,690 +14%
FFN
29
Focus Financial Network
Minnesota
$3.06M -$102K -3,046 -3%
AWM
30
AE Wealth Management
Kansas
$3M +$186K +5,567 +7%
SS
31
Simplicity Solutions
Minnesota
$2.97M +$185K +5,527 +7%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$2.86M -$168K -5,030 -6%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.61M -$168K -5,028 -6%
TWM
34
Trinity Wealth Management
Pennsylvania
$2.29M -$395K -11,822 -15%
ACM
35
AlphaStar Capital Management
North Carolina
$1.79M +$28.4K +850 +2%
BL
36
BFSG LLC
California
$1.74M +$33.3K +995 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.62M -$222K -6,628 -13%
AP
38
Americana Partners
Texas
$1.58M +$69.1K +2,066 +5%
TCWM
39
Total Clarity Wealth Management
Illinois
$1.17M +$1.11M +33,250 New
CCM
40
Colorado Capital Management
Colorado
$1.15M -$10.2K -306 -0.9%
Stifel Financial
41
Stifel Financial
Missouri
$1.04M +$325K +9,721 +49%
CAM
42
Cozad Asset Management
Illinois
$990K +$944K +28,220 New
MA
43
Mutual Advisors
Nebraska
$978K +$428K +12,791 +85%
Citadel Advisors
44
Citadel Advisors
Florida
$924K -$12.1M -361,341 -93%
CAL
45
Capital Advisors Ltd
Ohio
$898K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$842K +$214K +6,408 +36%
BWA
47
Beam Wealth Advisors
Louisiana
$821K +$107K +3,202 +16%
VNA
48
Valley National Advisers
Pennsylvania
$808K -$78.7K -2,355 -9%
CCM
49
Condor Capital Management
New Jersey
$777K +$27.5K +823 +4%
Prudential Financial
50
Prudential Financial
New Jersey
$626K +$596K +17,834 New
1
2
3 4 5

IHDG Hedge Fund Activity: Q2 2020 in Review

104 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2020, worth a combined $416M — up 28% from $326M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IHDG positions and 9 closed out — a net gain of 5 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $20.9M. The largest seller was Citadel Advisors, cutting an estimated $12.1M.

  • 104 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2020, up from 99 in Q1 2020.
  • Funds reported $416M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2020, up 28% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2020 and 9 closed out, a net change of +5 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2020 was Bank of America, an estimated $20.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2020 was Citadel Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2020.