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WisdomTree International Hedged Quality Dividend Growth Fund

156 hedge funds and large institutions have $1.21B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

58% more capital invested

Capital invested by funds: $768M → $1.21B (+$446M)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

11% more funds holding

Funds holding: 141156 (+15)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.86% more ownership

Funds ownership: 67.28%69.14% (+1.9%)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
31
Increased
57
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.23M +$802K +21,174 +10%
UCFA
27
United Capital Financial Advisors
Texas
$8.14M -$853K -22,526 -9%
SWM
28
Sculati Wealth Management
Michigan
$7.88M +$996K +26,295 +14%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$7.41M -$1.79M -47,328 -19%
TWM
30
Trinity Wealth Management
Pennsylvania
$7.25M +$1.31M +34,546 +20%
WMR
31
Wealth Management Resources
Rhode Island
$7.23M +$636K +16,803 +9%
BI
32
Berkeley Inc
Idaho
$7.2M +$481K +12,712 +7%
SPIA
33
Steward Partners Investment Advisory
New York
$6.71M -$1.85M -48,764 -21%
CAN
34
Cetera Advisor Networks
California
$5.77M +$5.12M +135,118 +503%
CA
35
CoreCap Advisors
Michigan
$5.7M +$6.06M +159,913 New
MPW
36
Melone Private Wealth
Michigan
$5.26M +$182K +4,815 +3%
Mariner
37
Mariner
Kansas
$5.2M +$5.14M +135,666 +1,331%
AWM
38
Aspire Wealth Management
Massachusetts
$5.08M +$169K +4,454 +3%
Osaic Holdings
39
Osaic Holdings
Arizona
$4.99M -$150K -3,949 -3%
APA
40
Astoria Portfolio Advisors
New York
$4.84M +$2.55M +67,308 +113%
SFS
41
Sowell Financial Services
Arkansas
$4.34M +$4.61M +121,743 New
RJA
42
Raymond James & Associates
Florida
$4.22M -$994K -26,246 -18%
CP
43
Castleview Partners
Texas
$4.12M -$32.5K -859 -0.7%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$3.91M +$3.92M +103,459 +2,246%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.91M +$281K +7,422 +7%
RFM
46
Royal Fund Management
Florida
$3.81M -$420K -11,093 -9%
HAIM
47
Hunter Associates Investment Management
Pennsylvania
$3.68M +$2.56M +67,719 +191%
Citadel Advisors
48
Citadel Advisors
Florida
$3.6M -$1.42M -37,488 -27%
Wells Fargo
49
Wells Fargo
California
$3.5M -$22M -581,262 -86%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$3.35M -$40.8K -1,078 -1%