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WisdomTree International Hedged Quality Dividend Growth Fund

76 hedge funds and large institutions have $262M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

7% less funds holding

Funds holding: 8276 (-6)

8.72% less ownership

Funds ownership: 56.47%47.75% (-8.7%)

15% less capital invested

Capital invested by funds: $309M → $262M (-$46.5M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
10
Increased
24
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$282K +$282K +8,859 New
AIM
52
Aspen Investment Management
Michigan
$245K +$35.1K +1,100 +17%
CFA
53
Carroll Financial Associates
North Carolina
$231K -$219K -6,868 -49%
SCA
54
Stokes Capital Advisors
South Carolina
$217K +$5.67K +178 +3%
Comerica Bank
55
Comerica Bank
Texas
$215K +$211K +6,608 New
Citigroup
56
Citigroup
New York
$213K
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$193K
SHJ
58
Sharkey, Howes & Javer
Colorado
$173K -$90.4K -2,836 -34%
GWM
59
Geneos Wealth Management
Colorado
$87K
Wells Fargo
60
Wells Fargo
California
$67K -$11.1K -348 -14%
FHA
61
First Horizon Advisors
Tennessee
$47K +$47.1K +1,478 New
MRCM
62
M&R Capital Management
New Jersey
$38K
APA
63
American Portfolios Advisors
New York
$33.4K
AG
64
Advisor Group
Arizona
$21K -$71.5K -2,244 -77%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$18K -$11.2K -350 -38%
GI
66
Gradient Investments
Minnesota
$16K
VFA
67
Valeo Financial Advisors
Indiana
$9K
BFEC
68
Benjamin F. Edwards & Company
Missouri
$8K
DPA
69
Delphi Private Advisors
California
$7K -$253K -7,953 -97%
HI
70
Hudock Inc
Pennsylvania
$4K -$14K -440 -74%
SBL
71
Sargent Bickham Lagudis
Colorado
$3K -$55.8K -1,751 -95%
Barclays
72
Barclays
United Kingdom
$3K
FHA
73
Flagship Harbor Advisors
Massachusetts
$3K +$3.06K +96 New
US Bancorp
74
US Bancorp
Minnesota
$2K
DWM
75
Destination Wealth Management
California
$1K +$574 +18 New

IHDG Hedge Fund Activity: Q2 2018 in Review

76 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2018, worth a combined $262M — down 15% from $309M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IHDG and 10 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 24 added.

The largest buyer was Ifrah Financial Services, adding an estimated $4.68M. The largest seller was RiverFront Investment Group, cutting an estimated $35.1M.

  • 76 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2018, down from 82 in Q1 2018.
  • Funds reported $262M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2018, down 15% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2018 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2018 was Ifrah Financial Services, an estimated $4.68M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2018 was RiverFront Investment Group, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2018.