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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

203 hedge funds and large institutions have $1.19B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 41

18% more funds holding in top 10

Funds holding in top 10: 17 → 20 (+3)

12% more funds holding

Funds holding: 182 → 203 (+21)

7% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$76.8M)

1.83% more ownership

Funds ownership: 68.52% → 70.35% (+1.8%)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
33
Increased
103
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Ameritas Advisory Services
Nebraska
+$37.3M
2
LPL Financial
LPL Financial
California
+$23.3M
3
PA
Prism Advisors
California
+$19.3M
4
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
+$14.8M
5
Jane Street
Jane Street
New York
+$8.12M

Top Sellers

1
FA
FDx Advisors
Illinois
-$16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.88M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.36M
4
SIM
Seaview Investment Managers
Florida
-$3.2M
5
Bank of America
Bank of America
North Carolina
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$12.2M +$483K +12,210 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$11.9M -$2.53M -63,945 -17%
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$11.7M +$334K +8,455 +3%
Jane Street
29
Jane Street
New York
$11.6M +$8.12M +205,328 +218%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$11M +$2.3M +58,166 +26%
CRC
31
Curi RMB Capital
Illinois
$10.3M -$76.2K -1,926 -0.7%
MWM
32
Marietta Wealth Management
Georgia
$10.1M +$2.38M +60,241 +30%
CWM
33
Capital Wealth Management
Rhode Island
$9.85M +$136K +3,432 +1%
SPIA
34
Steward Partners Investment Advisory
New York
$9.4M +$279K +7,044 +3%
SWM
35
Sculati Wealth Management
Michigan
$9.16M +$155K +3,920 +2%
MPW
36
Melone Private Wealth
Michigan
$9.12M +$588K +14,858 +7%
WMR
37
Wealth Management Resources
Rhode Island
$8.97M +$511K +12,910 +6%
TWM
38
Trinity Wealth Management
Pennsylvania
$8.78M +$177K +4,472 +2%
APA
39
Astoria Portfolio Advisors
New York
$8.16M +$512K +12,942 +6%
BI
40
Berkeley Inc
Idaho
$8.12M +$80.1K +2,024 +1%
SMC
41
Smith, Moore & Co
Missouri
$7.28M +$293K +7,412 +4%
CA
42
CoreCap Advisors
Michigan
$6.83M +$249K +6,293 +4%
AP
43
Americana Partners
Texas
$6.75M +$2.43M +61,412 +58%
LWP
44
Laurel Wealth Planning
Minnesota
$6.49M +$1.08M +27,249 +19%
DAS
45
Dynamic Advisor Solutions
Arizona
$5.77M +$1.12M +28,336 +23%
UCFA
46
United Capital Financial Advisors
Texas
$5.72M -$254K -6,416 -4%
RJA
47
Raymond James & Associates
Florida
$5.6M +$544K +13,745 +11%
MML Investors Services
48
MML Investors Services
Massachusetts
$5.55M +$520K +13,142 +10%
AWM
49
Aspire Wealth Management
Massachusetts
$5.18M +$4.07K +103 +0.1%
Prudential Financial
50
Prudential Financial
New Jersey
$5.17M +$347K +8,782 +7%
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IHDG Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2023, worth a combined $1.19B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IHDG positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 41 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $37.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $16M sold.

  • 203 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.19B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 33 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $37.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2023 was FDx Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.