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WisdomTree International Hedged Quality Dividend Growth Fund

158 hedge funds and large institutions have $937M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 40

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

1% more funds holding

Funds holding: 156158 (+2)

0.61% less ownership

Funds ownership: 69.14%68.54% (-0.61%)

23% less capital invested

Capital invested by funds: $1.21B → $937M (-$277M)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.52%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
21
Increased
79
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Capital Wealth Management
Rhode Island
$9.85M +$6.71M +176,109 +239%
SPIA
27
Steward Partners Investment Advisory
New York
$9.56M +$2.06M +54,088 +29%
FA
28
FDx Advisors
Illinois
$9.29M
SWM
29
Sculati Wealth Management
Michigan
$8.89M +$172K +4,518 +2%
TWM
30
Trinity Wealth Management
Pennsylvania
$8.52M +$482K +12,642 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$8.34M +$2.71M +71,213 +51%
WMR
32
Wealth Management Resources
Rhode Island
$8.29M +$280K +7,336 +4%
UCFA
33
United Capital Financial Advisors
Texas
$8.28M -$696K -18,247 -8%
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$8.16M +$3.96M +103,912 +101%
MPW
35
Melone Private Wealth
Michigan
$8.04M +$2.18M +57,067 +39%
BI
36
Berkeley Inc
Idaho
$8.04M +$63.6K +1,669 +0.8%
APA
37
Astoria Portfolio Advisors
New York
$6.48M +$1.45M +37,914 +30%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$6.41M -$1.73M -45,417 -22%
Wells Fargo
39
Wells Fargo
California
$6.22M +$2.27M +59,572 +61%
AWM
40
Aspire Wealth Management
Massachusetts
$5.39M -$220K -5,760 -4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$4.88M +$2.21M +57,877 +88%
CAN
42
Cetera Advisor Networks
California
$4.71M -$1.62M -42,383 -26%
CP
43
Castleview Partners
Texas
$4.59M +$27.8K +730 +0.6%
MML Investors Services
44
MML Investors Services
Massachusetts
$4.59M +$258K +6,769 +6%
RJA
45
Raymond James & Associates
Florida
$4.45M -$212K -5,569 -5%
CWMU
46
Caliber Wealth Management (Utah)
Utah
$4.34M +$4.2M +110,083 New
FTUS
47
Flow Traders U.S.
New York
$4.13M +$2.74M +72,003 +219%
Prudential Financial
48
Prudential Financial
New Jersey
$4.11M +$550K +14,435 +16%
RFM
49
Royal Fund Management
Florida
$3.85M -$352K -9,233 -9%
SWA
50
Stratos Wealth Advisors
Ohio
$3.42M +$1.13M +29,536 +52%