We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund

73 hedge funds and large institutions have $216M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $220M → $216M (-$3.49M)

1% less funds holding

Funds holding: 7473 (-1)

1.4% less ownership

Funds ownership: 50.05%48.65% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
6
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$198K
SHJ
52
Sharkey, Howes & Javer
Colorado
$171K
Wells Fargo
53
Wells Fargo
California
$150K +$99.3K +3,048 +198%
GWM
54
Geneos Wealth Management
Colorado
$90K
CFA
55
Carroll Financial Associates
North Carolina
$77K -$4.66K -143 -6%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$66K
FHA
57
First Horizon Advisors
Tennessee
$66K
APA
58
American Portfolios Advisors
New York
$61.5K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$49K
LFG
60
LifePlan Financial Group
Ohio
$49K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$43K +$43.2K +1,326 New
JP Morgan Chase
62
JP Morgan Chase
New York
$35K +$21.8K +670 +161%
MRCM
63
M&R Capital Management
New Jersey
$32K
AG
64
Advisor Group
Arizona
$22K -$44.2K -1,357 -67%
GI
65
Gradient Investments
Minnesota
$16K
IWA
66
Intercontinental Wealth Advisors
Texas
$16K
VFA
67
Valeo Financial Advisors
Indiana
$9K
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$5K
TFGT
69
TS Financial Group (TSFG)
Illinois
$5K
Barclays
70
Barclays
United Kingdom
$3K
FHA
71
Flagship Harbor Advisors
Massachusetts
$3K
US Bancorp
72
US Bancorp
Minnesota
$1K -$1.17K -36 -61%
AIC
73
Ameritas Investment Company
Nebraska
-$7.59M -235,685 Closed
SFC
74
SYM Financial Corp
Indiana
-$1.6M -49,608 Closed
TF
75
TIAA FSB
Florida
-$344K -10,687 Closed