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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

88 hedge funds and large institutions have $314M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

32% more capital invested

Capital invested by funds: $237M → $314M (+$76.8M)

17% more funds holding

Funds holding: 75 → 88 (+13)

2.35% more ownership

Funds ownership: 50.36% → 52.71% (+2.3%)

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
38
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIC
Ameritas Investment Company
Nebraska
+$5.89M
2
FEG
Financial Enhancement Group
Indiana
+$5.66M
3
Bank of America
Bank of America
North Carolina
+$4.82M
4
Morgan Stanley
Morgan Stanley
New York
+$4.47M
5
FA
FDx Advisors
Illinois
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.01M
2
FAAS
First Allied Advisory Services
California
-$1.58M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.4M
4
Jane Street
Jane Street
New York
-$1.06M
5
UBS AM
UBS AM
Illinois
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
51
Patten Group
Tennessee
$331K +$35.9K +1,030 +13%
AC
52
AlphaCore Capital
California
$322K +$309K +8,866 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$294K +$283K +8,104 New
AIM
54
Aspen Investment Management
Michigan
$269K – – –
TAM
55
Townsend Asset Management
North Carolina
$262K +$251K +7,202 New
Truist Financial
56
Truist Financial
North Carolina
$261K +$251K +7,186 New
SSWM
57
Sheets Smith Wealth Management
North Carolina
$228K +$219K +6,274 New
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$220K – – –
LFPWM
59
Leicht Financial Planning & Wealth Management
New Jersey
$218K +$209K +6,008 New
APA
60
American Portfolios Advisors
New York
$152K +$80.5K +2,310 +123%
ACA
61
Aptus Capital Advisors
Alabama
$136K – – –
Wells Fargo
62
Wells Fargo
California
$117K +$39.5K +1,134 +54%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$113K -$87.2K -2,500 -45%
GWM
64
Geneos Wealth Management
Colorado
$100K – – –
CFA
65
Carroll Financial Associates
North Carolina
$84K – – –
FHA
66
First Horizon Advisors
Tennessee
$73K – – –
SFS
67
Sowell Financial Services
Arkansas
$66K +$56.8K +1,629 +920%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$63K +$60.4K +1,733 New
AG
69
Advisor Group
Arizona
$56K +$37.9K +1,087 +234%
LFG
70
LifePlan Financial Group
Ohio
$55K – – –
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$54K – – –
Fidelity Investments
72
Fidelity Investments
Massachusetts
$52K +$2.16K +62 +4%
JP Morgan Chase
73
JP Morgan Chase
New York
$39K +$12.7K +365 +51%
MRCM
74
M&R Capital Management
New Jersey
$36K – – –
PCG
75
Private Capital Group
Connecticut
$23K – – –
1 2
3
4

IHDG Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2019, worth a combined $314M — up 32% from $237M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IHDG positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $5.89M. The largest seller was Curi RMB Capital, cutting an estimated $2.01M.

  • 88 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2019, up from 75 in Q3 2019.
  • Funds reported $314M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2019, up 32% quarter-over-quarter.
  • 25 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2019 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2019 was Ameritas Investment Company, an estimated $5.89M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2019 was Curi RMB Capital, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2019.