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WisdomTree International Hedged Quality Dividend Growth Fund

74 hedge funds and large institutions have $283M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

14% more funds holding

Funds holding: 6574 (+9)

1.35% more ownership

Funds ownership: 54.98%56.33% (+1.4%)

4% more capital invested

Capital invested by funds: $272M → $283M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
32
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$216K +$211K +7,053 New
AIM
52
Aspen Investment Management
Michigan
$208K +$204K +6,800 New
Citigroup
53
Citigroup
New York
$199K +$39K +1,300 +25%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$186K
BTIS
55
BB&T Investment Services
North Carolina
$124K +$47.8K +1,596 +65%
Wells Fargo
56
Wells Fargo
California
$102K -$10.9K -364 -10%
FA
57
Fortis Advisors
Pennsylvania
$89K +$86.9K +2,900 New
GWM
58
Geneos Wealth Management
Colorado
$84K +$10.1K +336 +14%
AG
59
Advisor Group
Arizona
$73K +$20.5K +684 +40%
MRCM
60
M&R Capital Management
New Jersey
$36K
WA
61
Winfield Associates
Ohio
$26K +$12K +400 +89%
AWMS
62
Advocacy Wealth Management Services
Georgia
$19K +$9.95K +332 +100%
HI
63
Hudock Inc
Pennsylvania
$18K
FANJ
64
Financial Architects (New Jersey)
New Jersey
$12K +$12K +400 New
SSB
65
Sandy Spring Bank
Maryland
$10K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$8K
IWM
67
IHT Wealth Management
Illinois
$5K -$460K -15,351 -99%
First Manhattan
68
First Manhattan
New York
$5K +$5.36K +179 New
BF
69
BOK Financial
Oklahoma
$4K +$3.78K +126 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$3.81K +127 New
Barclays
71
Barclays
United Kingdom
$3K
US Bancorp
72
US Bancorp
Minnesota
$2K +$1.95K +65 New
SQA
73
Simon Quick Advisors
New Jersey
$2K +$2.43K +81 New
CIBC World Market
74
CIBC World Market
Ontario, Canada
-$311K -10,497 Closed
KF
75
Krilogy Financial
Missouri
-$30K -1,011 Closed

IHDG Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2017, worth a combined $283M — up 4.2% from $272M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IHDG positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Delphi Private Advisors, cutting an estimated $18M.

  • 74 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2017, up from 65 in Q2 2017.
  • Funds reported $283M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2017 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2017 was Bank of America, an estimated $13.7M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2017 was Delphi Private Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2017.