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WisdomTree International Hedged Quality Dividend Growth Fund

262 hedge funds and large institutions have $2.25B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

75% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 67

10% more funds holding

Funds holding: 239262 (+23)

7% more capital invested

Capital invested by funds: $2.11B → $2.25B (+$139M)

0.03% less ownership

Funds ownership: 74.21%74.18% (-0.03%)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
39
Increased
117
Reduced
67
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$16.5M -$2.73M -61,253 -14%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$16.2M +$843K +18,903 +5%
WMR
28
Wealth Management Resources
Rhode Island
$15.6M +$3.69M +82,769 +30%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$15.4M +$18K +404 +0.1%
CWA
30
Choice Wealth Advisors
Maine
$15M +$439K +9,842 +3%
AWM
31
AE Wealth Management
Kansas
$14.9M +$209K +4,687 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$14.8M -$463K -10,388 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$14.4M -$6.44M -144,375 -30%
SPIA
34
Steward Partners Investment Advisory
New York
$13.9M +$286K +6,404 +2%
MWM
35
Marietta Wealth Management
Georgia
$13.7M +$391K +8,775 +3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$13.7M -$535K -11,987 -4%
BI
37
Berkeley Inc
Idaho
$12.8M -$9.77M -218,972 -43%
MPW
38
Melone Private Wealth
Michigan
$12.7M -$549K -12,298 -4%
MML Investors Services
39
MML Investors Services
Massachusetts
$12.5M +$776K +17,394 +6%
PRI
40
Prepared Retirement Institute
Pennsylvania
$12M +$961K +21,544 +8%
CWM
41
Capital Wealth Management
Rhode Island
$11.4M +$392K +8,796 +3%
TWM
42
Trinity Wealth Management
Pennsylvania
$11.3M +$555K +12,443 +5%
MAC
43
Mason & Associates (California)
California
$10.9M +$564K +12,645 +5%
SWM
44
Sculati Wealth Management
Michigan
$10.5M +$226K +5,059 +2%
CRC
45
Curi RMB Capital
Illinois
$10.1M +$9.28K +208 +0.1%
IA
46
IAM Advisory
Pennsylvania
$9.54M +$133K +2,976 +1%
FIC
47
Family Investment Center
Missouri
$9.47M -$705K -15,809 -7%
WWA
48
WCG Wealth Advisors
Nevada
$9.38M +$4.05M +90,796 +73%
CA
49
CoreCap Advisors
Michigan
$8.73M +$897K +20,118 +11%
ICMM
50
Integrated Capital Management (Michigan)
Michigan
$8.53M +$295K +6,624 +3%