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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

141 hedge funds and large institutions have $768M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2% more funds holding

Funds holding: 138 → 141 (+3)

2% more capital invested

Capital invested by funds: $752M → $768M (+$16M)

1.16% less ownership

Funds ownership: 68.45% → 67.28% (-1.2%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
18
Increased
61
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.1M
2
CWA
Choice Wealth Advisors
Maine
+$12M
3
Jane Street
Jane Street
New York
+$10.7M
4
Morgan Stanley
Morgan Stanley
New York
+$10.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$4.79M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
VWM
Venturi Wealth Management
Texas
-$2.96M
4
UCFA
United Capital Financial Advisors
Texas
-$2.19M
5
FTUS
Flow Traders U.S.
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.53M -$461K -11,915 -5%
PFO
27
Pathstone Family Office
New Jersey
$7.25M +$4.01M +103,556 +105%
SWM
28
Sculati Wealth Management
Michigan
$6.99M +$90.2K +2,329 +1%
BI
29
Berkeley Inc
Idaho
$6.8M -$38K -981 -0.5%
WMR
30
Wealth Management Resources
Rhode Island
$6.68M +$88K +2,272 +1%
MAC
31
Mason & Associates (California)
California
$6.52M +$162K +4,178 +2%
TWM
32
Trinity Wealth Management
Pennsylvania
$6.07M +$212K +5,480 +3%
MPW
33
Melone Private Wealth
Michigan
$5.32M +$213K +5,499 +4%
RJA
34
Raymond James & Associates
Florida
$5.19M +$1.01M +26,059 +22%
Osaic Holdings
35
Osaic Holdings
Arizona
$5.17M -$476K -12,301 -8%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$5.02M +$31.3K +807 +0.6%
Citadel Advisors
37
Citadel Advisors
Florida
$4.98M -$863K -22,281 -14%
AWM
38
Aspire Wealth Management
Massachusetts
$4.96M -$3.52K -91 -0.1%
RFM
39
Royal Fund Management
Florida
$4.23M -$159K -4,107 -3%
CP
40
Castleview Partners
Texas
$4.18M +$3.75M +96,840 +491%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$3.81M +$621K +16,038 +18%
MML Investors Services
42
MML Investors Services
Massachusetts
$3.67M +$420K +10,837 +12%
SRSA
43
S.R. Schill & Associates
Washington
$3.51M -$28.7K -741 -0.8%
SSWM
44
Sheets Smith Wealth Management
North Carolina
$3.42M -$219K -5,653 -6%
MIAN
45
Mariner Independent Advisor Network
Kansas
$3.4M -$266K -6,862 -7%
FFN
46
Focus Financial Network
Minnesota
$3.23M +$255K +6,578 +8%
VWA
47
Visionary Wealth Advisors
Illinois
$3.1M +$17.5K +452 +0.5%
CWM
48
Capital Wealth Management
Rhode Island
$3.05M +$466K +12,039 +16%
Prudential Financial
49
Prudential Financial
New Jersey
$2.9M -$15.1K -391 -0.5%
AP
50
Americana Partners
Texas
$2.9M +$122K +3,145 +4%
1
2
3 4 5

IHDG Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2022, worth a combined $768M — up 2.1% from $752M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 12 closed out — a net gain of 6 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $4.79M.

  • 141 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $768M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2022 was Kestra Advisory Services, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2022.