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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

111 hedge funds and large institutions have $519M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

12% more capital invested

Capital invested by funds: $463M → $519M (+$56M)

8% more funds holding

Funds holding: 103 → 111 (+8)

2.89% more ownership

Funds ownership: 57.8% → 60.69% (+2.9%)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
1.96%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
16
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
+$4.96M
2
OMC
Old Mission Capital
Illinois
+$4.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.68M
4
Ameriprise
Ameriprise
Minnesota
+$2.65M
5
LPL Financial
LPL Financial
California
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
SHJ
Sharkey, Howes & Javer
Colorado
-$6.87M
2
SA
Stewardship Advisors
Pennsylvania
-$4.65M
3
FEG
Financial Enhancement Group
Indiana
-$3.61M
4
VWM
Venturi Wealth Management
Texas
-$3.22M
5
FA
FDx Advisors
Illinois
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
26
Sheets Smith Wealth Management
North Carolina
$5.02M -$6.85K -181 -0.1%
CP
27
Corbenic Partners
Pennsylvania
$4.83M +$26.3K +695 +0.6%
MIAN
28
Mariner Independent Advisor Network
Kansas
$4.8M +$325K +8,571 +8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$4.34M +$1.75M +46,290 +72%
OMC
30
Old Mission Capital
Illinois
$4.3M +$4.15M +109,486 New
AWM
31
AE Wealth Management
Kansas
$3.72M +$329K +8,693 +10%
SS
32
Simplicity Solutions
Minnesota
$3.7M +$322K +8,515 +10%
CA
33
Cetera Advisors
Colorado
$3.66M +$163K +4,301 +5%
FFN
34
Focus Financial Network
Minnesota
$3.53M +$449K +11,848 +15%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$3.47M +$34.5K +911 +1%
TWM
36
Trinity Wealth Management
Pennsylvania
$3.08M +$2.97M +78,315 New
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.75M +$1.03M +27,124 +63%
IA
38
Insight Advisors
Pennsylvania
$2.45M +$2.36M +62,403 New
Citadel Advisors
39
Citadel Advisors
Florida
$2.29M -$2.02M -53,288 -48%
DFA
40
DHJJ Financial Advisors
Illinois
$2.21M +$2.12M +56,104 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.12M +$2.04M +53,826 New
RFM
42
Royal Fund Management
Florida
$2.04M +$1.19M +31,541 +155%
BL
43
BFSG LLC
California
$2.01M +$16.1K +425 +0.8%
MA
44
Mutual Advisors
Nebraska
$1.54M +$90.2K +2,382 +6%
Stifel Financial
45
Stifel Financial
Missouri
$1.43M +$56.7K +1,498 +4%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.31M -$42.9K -1,132 -3%
CAM
47
Cozad Asset Management
Illinois
$1.11M – – –
CCM
48
Colorado Capital Management
Colorado
$1.09M -$101K -2,665 -9%
SA
49
Stewardship Advisors
Pennsylvania
$1.06M -$4.65M -122,786 -82%
AP
50
Americana Partners
Texas
$1.04M -$626K -16,529 -38%
1
2
3 4 5

IHDG Hedge Fund Activity: Q4 2020 in Review

111 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2020, worth a combined $519M — up 12% from $463M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IHDG positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $4.96M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $6.87M.

  • 111 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2020, up from 103 in Q3 2020.
  • Funds reported $519M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2020 and 5 closed out, a net change of +11 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2020 was Pathstone Family Office, an estimated $4.96M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2020 was Sharkey, Howes & Javer, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2020.