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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

117 hedge funds and large institutions have $551M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $519M → $551M (+$31.9M)

5% more funds holding

Funds holding: 111 → 117 (+6)

0.37% more ownership

Funds ownership: 60.69% → 61.07% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
11
Increased
44
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIC
Ameritas Investment Company
Nebraska
+$10.9M
2
SFI
SPC Financial Inc
Maryland
+$3.87M
3
TWM
Trinity Wealth Management
Pennsylvania
+$2.15M
4
AWM
AE Wealth Management
Kansas
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$4.04M
3
SS
Simplicity Solutions
Minnesota
-$3.7M
4
OMC
Old Mission Capital
Illinois
-$3.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
26
Pathstone Family Office
New Jersey
$5.54M +$124K +3,057 +2%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$5.47M +$196K +4,822 +4%
TWM
28
Trinity Wealth Management
Pennsylvania
$5.42M +$2.15M +52,979 +68%
Osaic Holdings
29
Osaic Holdings
Arizona
$5.33M -$58.1K -1,428 -1%
CP
30
Corbenic Partners
Pennsylvania
$4.99M -$86.2K -2,119 -2%
MIAN
31
Mariner Independent Advisor Network
Kansas
$4.96M -$75.4K -1,854 -2%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$4.44M +$783K +19,250 +22%
CA
33
Cetera Advisors
Colorado
$4.04M +$188K +4,617 +5%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$2.95M +$57.8K +1,421 +2%
RFM
35
Royal Fund Management
Florida
$2.95M +$791K +19,467 +37%
IA
36
Insight Advisors
Pennsylvania
$2.57M -$82.4K -2,027 -3%
DFA
37
DHJJ Financial Advisors
Illinois
$2.36M +$40.3K +990 +2%
BL
38
BFSG LLC
California
$2.05M -$61.6K -1,515 -3%
RJA
39
Raymond James & Associates
Florida
$1.99M -$10.3M -252,423 -84%
FFN
40
Focus Financial Network
Minnesota
$1.9M -$1.78M -43,822 -49%
MA
41
Mutual Advisors
Nebraska
$1.66M +$43.5K +1,069 +3%
Wells Fargo
42
Wells Fargo
California
$1.44M +$572K +14,069 +68%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.39M +$16.1K +396 +1%
AP
44
Americana Partners
Texas
$1.29M +$197K +4,833 +18%
CAM
45
Cozad Asset Management
Illinois
$1.19M +$25.4K +625 +2%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$551K +13,560 +96%
OMC
47
Old Mission Capital
Illinois
$1.14M -$3.33M -81,800 -75%
CAL
48
Capital Advisors Ltd
Ohio
$1.06M – – –
Prudential Financial
49
Prudential Financial
New Jersey
$1.03M +$440K +10,810 +76%
CCM
50
Colorado Capital Management
Colorado
$987K -$157K -3,871 -14%
1
2
3 4 5

IHDG Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2021, worth a combined $551M — up 6.2% from $519M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IHDG positions and 5 closed out — a net gain of 6 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $10.9M. The largest seller was Raymond James & Associates, cutting an estimated $10.3M.

  • 117 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $551M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2021 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2021 was Ameritas Investment Company, an estimated $10.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2021 was Raymond James & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.