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WisdomTree International Hedged Quality Dividend Growth Fund

103 hedge funds and large institutions have $463M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $416M → $463M (+$47.5M)

3.22% more ownership

Funds ownership: 54.58%57.8% (+3.2%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 104103 (-1)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
13
Increased
44
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$4.15M +$109K +3,016 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$4.08M +$3.06M +85,106 +323%
Ameriprise
28
Ameriprise
Minnesota
$3.72M +$3.66M +101,650 New
FEG
29
Financial Enhancement Group
Indiana
$3.5M -$139K -3,851 -4%
CA
30
Cetera Advisors
Colorado
$3.25M +$15.4K +429 +0.5%
VWM
31
Venturi Wealth Management
Texas
$3.22M -$514K -14,273 -14%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$3.2M +$210K +5,838 +7%
AWM
33
AE Wealth Management
Kansas
$3.14M +$6.59K +183 +0.2%
SS
34
Simplicity Solutions
Minnesota
$3.13M +$31.1K +863 +1%
FFN
35
Focus Financial Network
Minnesota
$2.85M -$330K -9,161 -11%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$1.44M +40,076 +167%
BL
37
BFSG LLC
California
$1.85M +$36.7K +1,020 +2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.64M -$49.6K -1,377 -3%
AP
39
Americana Partners
Texas
$1.57M -$69.5K -1,930 -4%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$1.57M +$1.55M +42,933 New
TCWM
41
Total Clarity Wealth Management
Illinois
$1.41M +$192K +5,338 +16%
MA
42
Mutual Advisors
Nebraska
$1.34M +$320K +8,877 +32%
Stifel Financial
43
Stifel Financial
Missouri
$1.28M +$188K +5,223 +18%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.26M -$1.44M -39,917 -54%
CCM
45
Colorado Capital Management
Colorado
$1.12M -$87.8K -2,438 -7%
CAM
46
Cozad Asset Management
Illinois
$1.03M
CAL
47
Capital Advisors Ltd
Ohio
$936K
CCM
48
Condor Capital Management
New Jersey
$868K +$57.2K +1,589 +7%
VNA
49
Valley National Advisers
Pennsylvania
$794K -$47.3K -1,313 -6%
RFM
50
Royal Fund Management
Florida
$745K +$450K +12,508 +159%

IHDG Hedge Fund Activity: Q3 2020 in Review

103 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2020, worth a combined $463M — up 11% from $416M a quarter earlier.

Fund positioning in IHDG was balanced in Q3 2020: 13 funds opened new positions, 13 closed out, 44 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.66M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $1.79M sold.

  • 103 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2020, down from 104 in Q2 2020.
  • Funds reported $463M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2020 and 13 closed out, a net change of 0 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2020 was Ameriprise, an estimated $3.66M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2020 was AlphaStar Capital Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2020.