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WisdomTree International Hedged Quality Dividend Growth Fund

75 hedge funds and large institutions have $237M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $216M → $237M (+$20.8M)

3% more funds holding

Funds holding: 7375 (+2)

1.71% more ownership

Funds ownership: 48.65%50.36% (+1.7%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
19
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$189K -$29.7K -900 -14%
CPA
52
Capital Planning Advisors
California
$129K +$127K +3,843 New
ACA
53
Aptus Capital Advisors
Alabama
$126K +$125K +3,770 New
GWM
54
Geneos Wealth Management
Colorado
$91K
CFA
55
Carroll Financial Associates
North Carolina
$78K -$1.19K -36 -2%
Wells Fargo
56
Wells Fargo
California
$70K -$82.3K -2,491 -54%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$68K
FHA
58
First Horizon Advisors
Tennessee
$67K
APA
59
American Portfolios Advisors
New York
$63.2K
LFG
60
LifePlan Financial Group
Ohio
$51K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$50K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$46K +$1.82K +55 +4%
MRCM
63
M&R Capital Management
New Jersey
$33K
JP Morgan Chase
64
JP Morgan Chase
New York
$24K -$12.5K -377 -35%
PCG
65
Private Capital Group
Connecticut
$22K +$21.1K +640 New
GI
66
Gradient Investments
Minnesota
$17K
IWA
67
Intercontinental Wealth Advisors
Texas
$17K
AG
68
Advisor Group
Arizona
$15K -$6.81K -206 -31%
VFA
69
Valeo Financial Advisors
Indiana
$9K
SFS
70
Sowell Financial Services
Arkansas
$6K +$5.85K +177 New
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$5K
TFGT
72
TS Financial Group (TSFG)
Illinois
$5K
FHA
73
Flagship Harbor Advisors
Massachusetts
$3K
US Bancorp
74
US Bancorp
Minnesota
$1K
DP
75
Denver PWM
Colorado
$325 +$330 +10 New

IHDG Hedge Fund Activity: Q3 2019 in Review

75 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2019, worth a combined $237M — up 9.6% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHDG positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $6.59M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $2.07M sold.

  • 75 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $237M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2019, up 9.6% quarter-over-quarter.
  • 12 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2019 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2019 was Ameritas Investment Company, an estimated $6.59M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2019.