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WisdomTree International Hedged Quality Dividend Growth Fund

136 hedge funds and large institutions have $795M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

25.89% more ownership

Funds ownership: 65.57%91.46% (+26%)

16% more capital invested

Capital invested by funds: $688M → $795M (+$107M)

7% more funds holding

Funds holding: 127136 (+9)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
24
Increased
53
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Sculati Wealth Management
Michigan
$8.1M +$203K +4,541 +3%
BI
27
Berkeley Inc
Idaho
$8.07M +$34.5K +774 +0.4%
Wells Fargo
28
Wells Fargo
California
$8M +$1.59M +35,711 +26%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$7.39M +$292K +6,548 +4%
TWM
30
Trinity Wealth Management
Pennsylvania
$7.08M +$426K +9,550 +7%
AWM
31
Aspire Wealth Management
Massachusetts
$6.02M +$5.87M +131,653 New
CA
32
Cetera Advisors
Colorado
$5.79M -$132K -2,948 -2%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$5.55M -$36.2K -811 -0.7%
MPW
34
Melone Private Wealth
Michigan
$5.41M +$5.28M +118,229 New
MAC
35
Mason & Associates (California)
California
$5.36M +$5.23M +117,214 New
RFM
36
Royal Fund Management
Florida
$5.28M +$83.9K +1,880 +2%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$5.21M -$185K -4,141 -3%
PFO
38
Pathstone Family Office
New Jersey
$4.73M +$75.1K +1,684 +2%
SRSA
39
S.R. Schill & Associates
Washington
$4.67M +$4.55M +101,960 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.52M +$76.8K +1,720 +2%
MIAN
41
Mariner Independent Advisor Network
Kansas
$3.48M -$941K -21,079 -22%
DFA
42
DHJJ Financial Advisors
Illinois
$2.98M +$133K +2,986 +5%
AP
43
Americana Partners
Texas
$2.9M +$146K +3,277 +5%
Citadel Advisors
44
Citadel Advisors
Florida
$2.89M -$983K -22,033 -26%
RJA
45
Raymond James & Associates
Florida
$2.62M +$78.5K +1,759 +3%
TCWM
46
Total Clarity Wealth Management
Illinois
$2.6M +$2.15M +48,273 +570%
BL
47
BFSG LLC
California
$2.56M +$126K +2,829 +5%
APA
48
Astoria Portfolio Advisors
New York
$2.46M +$2.39M +53,662 New
Jane Street
49
Jane Street
New York
$2.39M -$1.68M -37,721 -42%
AWA
50
Amplius Wealth Advisors
Pennsylvania
$2.37M +$2.31M +51,715 New

IHDG Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2021, worth a combined $795M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHDG positions and 13 closed out — a net gain of 11 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.09M sold.

  • 136 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $795M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 24 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.24M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2021 was Susquehanna International Group, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2021.