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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

81 hedge funds and large institutions have $293M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 74 → 81 (+7)

3% more capital invested

Capital invested by funds: $283M → $293M (+$9.39M)

2.48% less ownership

Funds ownership: 56.33% → 53.86% (-2.5%)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
32
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$10.1M
2
Bank of America
Bank of America
North Carolina
+$6.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.49M
4
IFS
Ifrah Financial Services
Arkansas
+$1.62M
5
LNC
Lincoln National Corp
Pennsylvania
+$829K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$14.5M
2
Jane Street
Jane Street
New York
-$2.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.91M
4
SG Americas Securities
SG Americas Securities
New York
-$1.8M
5
OMC
Old Mission Capital
Illinois
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$277K -$7.13K -227 -3%
Citigroup
52
Citigroup
New York
$238K +$31.4K +1,000 +15%
AI
53
Atria Investments
North Carolina
$231K +$229K +7,296 New
LPT
54
Legacy Private Trust
Wisconsin
$225K -$18K -573 -7%
AIM
55
Aspen Investment Management
Michigan
$209K -$6.28K -200 -3%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$192K – – –
BTIS
57
BB&T Investment Services
North Carolina
$162K +$35.2K +1,122 +28%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$152K -$71K -2,261 -32%
SWP
59
Stratos Wealth Partners
Ohio
$145K +$144K +4,592 New
MOS
60
MGO One Seven
Ohio
$137K +$136K +4,331 New
AG
61
Advisor Group
Arizona
$96K +$19.3K +615 +26%
GWM
62
Geneos Wealth Management
Colorado
$87K – – –
APA
63
American Portfolios Advisors
New York
$78K +$77.3K +2,462 New
Wells Fargo
64
Wells Fargo
California
$73K -$32K -1,020 -31%
CA
65
Calton & Associates
Florida
$68K +$65.2K +2,075 New
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$60K +$59.2K +1,885 New
RFC
67
Regions Financial Corp
Alabama
$60K +$59.6K +1,899 New
VFA
68
Valeo Financial Advisors
Indiana
$48K +$48K +1,528 New
MRCM
69
M&R Capital Management
New Jersey
$38K – – –
WA
70
Winfield Associates
Ohio
$27K – – –
HI
71
Hudock Inc
Pennsylvania
$18K – – –
1832 Asset Management
72
1832 Asset Management
Ontario, Canada
$17K +$16.6K +530 New
GI
73
Gradient Investments
Minnesota
$16K +$15.7K +500 New
IA
74
IFP Advisors
Florida
$12K +$12.2K +389 New
AWMS
75
Advocacy Wealth Management Services
Georgia
$11K -$10.4K -332 -50%
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IHDG Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2017, worth a combined $293M — up 3.3% from $283M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 10 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $10.1M. The largest seller was UBS Group, cutting an estimated $14.5M.

  • 81 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2017, up from 74 in Q3 2017.
  • Funds reported $293M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2017, up 3.3% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2017 and 10 closed out, a net change of +8 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $10.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2017 was UBS Group, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.