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WisdomTree International Hedged Quality Dividend Growth Fund

82 hedge funds and large institutions have $309M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $293M → $309M (+$16M)

2.61% more ownership

Funds ownership: 53.86%56.47% (+2.6%)

1% more funds holding

Funds holding: 8182 (+1)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
9
Increased
27
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$282K -$32.1K -1,025 -10%
SHJ
52
Sharkey, Howes & Javer
Colorado
$255K -$14.4K -462 -5%
DPA
53
Delphi Private Advisors
California
$253K -$1.82M -58,117 -88%
Citigroup
54
Citigroup
New York
$207K -$25K -800 -11%
SCA
55
Stokes Capital Advisors
South Carolina
$205K -$2.04M -65,316 -91%
AIM
56
Aspen Investment Management
Michigan
$204K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$187K
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$139K -$9.13K -292 -6%
MOS
59
MGO One Seven
Ohio
$134K
AG
60
Advisor Group
Arizona
$89K -$4K -128 -4%
GWM
61
Geneos Wealth Management
Colorado
$84K
SWP
62
Stratos Wealth Partners
Ohio
$81K -$62K -1,981 -43%
Wells Fargo
63
Wells Fargo
California
$76K +$5.44K +174 +8%
SBL
64
Sargent Bickham Lagudis
Colorado
$57K -$1.99M -63,569 -97%
CCA
65
Clearwater Capital Advisors
Illinois
$42K +$42.2K +1,348 New
MRCM
66
M&R Capital Management
New Jersey
$37K
APA
67
American Portfolios Advisors
New York
$32.4K -$44.2K -1,412 -57%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$29.2K +$29.6K +945 New
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$29K -$30K -960 -51%
BC
70
Bartlett & Co
Ohio
$29K +$29.6K +945 New
HI
71
Hudock Inc
Pennsylvania
$18K
GI
72
Gradient Investments
Minnesota
$15K
RFC
73
Regions Financial Corp
Alabama
$13K -$46.6K -1,489 -78%
IA
74
IFP Advisors
Florida
$12K
AWMS
75
Advocacy Wealth Management Services
Georgia
$10K

IHDG Hedge Fund Activity: Q1 2018 in Review

82 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2018, worth a combined $309M — up 5.5% from $293M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IHDG positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was BFSG LLC, cutting an estimated $5.24M.

  • 82 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2018, up from 81 in Q4 2017.
  • Funds reported $309M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2018, up 5.5% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2018 was Bank of America, an estimated $13.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2018 was BFSG LLC, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2018.