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WisdomTree International Hedged Quality Dividend Growth Fund

138 hedge funds and large institutions have $752M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

1.13% less ownership

Funds ownership: 69.58%68.45% (-1.1%)

3% less funds holding

Funds holding: 142138 (-4)

8% less capital invested

Capital invested by funds: $815M → $752M (-$62.8M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.32%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
13
Increased
60
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
26
Berkeley Inc
Idaho
$7.13M +$516K +12,682 +7%
WMR
27
Wealth Management Resources
Rhode Island
$6.88M -$1.23M -30,300 -14%
MAC
28
Mason & Associates (California)
California
$6.64M +$2.12M +51,985 +41%
TWM
29
Trinity Wealth Management
Pennsylvania
$6.12M +$211K +5,188 +3%
Citadel Advisors
30
Citadel Advisors
Florida
$6.02M +$3.2M +78,562 +95%
Osaic Holdings
31
Osaic Holdings
Arizona
$5.85M -$975K -23,947 -13%
MPW
32
Melone Private Wealth
Michigan
$5.23M +$125K +3,059 +2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$5.2M +$5.27M +129,380 +1,346%
AWM
34
Aspire Wealth Management
Massachusetts
$5.17M +$160K +3,935 +3%
RFM
35
Royal Fund Management
Florida
$4.57M +$70.5K +1,732 +1%
RJA
36
Raymond James & Associates
Florida
$4.44M +$926K +22,754 +24%
Jane Street
37
Jane Street
New York
$4.11M +$542K +13,313 +14%
MIAN
38
Mariner Independent Advisor Network
Kansas
$3.88M +$161K +3,956 +4%
SSWM
39
Sheets Smith Wealth Management
North Carolina
$3.77M +$24.5K +601 +0.6%
SRSA
40
S.R. Schill & Associates
Washington
$3.68M -$74.4K -1,827 -2%
PFO
41
Pathstone Family Office
New Jersey
$3.68M -$152K -3,745 -4%
MML Investors Services
42
MML Investors Services
Massachusetts
$3.42M +$2.41M +59,189 +184%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$3.37M -$302K -7,418 -8%
VWA
44
Visionary Wealth Advisors
Illinois
$3.21M -$52.7K -1,295 -1%
FFN
45
Focus Financial Network
Minnesota
$3.12M +$430K +10,556 +15%
Prudential Financial
46
Prudential Financial
New Jersey
$3.06M +$1.49M +36,719 +83%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$3.01M -$353K -8,680 -10%
VWM
48
Venturi Wealth Management
Texas
$2.96M +$585K +14,365 +22%
AP
49
Americana Partners
Texas
$2.83M +$416K +10,218 +15%
CP
50
Corbenic Partners
Pennsylvania
$2.81M -$4.2M -103,110 -58%