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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

99 hedge funds and large institutions have $326M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 88 → 99 (+11)

4.33% more ownership

Funds ownership: 52.71% → 57.04% (+4.3%)

4% more capital invested

Capital invested by funds: $314M → $326M (+$11.8M)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
39
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.3M
3
WMG
WESCAP Management Group
California
+$8.65M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$7.28M
5
UCFA
United Capital Financial Advisors
Texas
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
-$7.99M
2
Bank of America
Bank of America
North Carolina
-$6.65M
3
FTS
Fifth Third Securities
Ohio
-$3.03M
4
UBS Group
UBS Group
Switzerland
-$2.51M
5
FEG
Financial Enhancement Group
Indiana
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$527K +$9.65M +280,747 New
FTS
52
Fifth Third Securities
Ohio
$480K -$3.03M -88,152 -85%
KFP
53
KMG Fiduciary Partners
Ohio
$463K +$526K +15,296 New
MA
54
Mutual Advisors
Nebraska
$456K +$69.1K +2,010 +15%
IFS
55
Ifrah Financial Services
Arkansas
$408K +$463K +13,475 New
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$373K +$2.34K +68 +0.6%
RICHC
57
Renaissance Investment Consultants Holding Company
Pennsylvania
$326K -$7.8K -227 -2%
TFS
58
Thoroughbred Financial Services
Tennessee
$270K +$307K +8,916 New
AWA
59
Arete Wealth Advisors
Illinois
$260K +$296K +8,599 New
UR
60
USCA RIA
Texas
$255K +$290K +8,425 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$245K – – –
JCM
62
Jacobi Capital Management
Pennsylvania
$243K -$103K -2,991 -27%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$238K +$54.1K +1,574 +25%
PG
64
Patten Group
Tennessee
$231K -$50.2K -1,460 -16%
NP
65
NorthRock Partners
Minnesota
$230K +$262K +7,612 New
APA
66
American Portfolios Advisors
New York
$218K +$104K +3,018 +72%
TAM
67
Townsend Asset Management
North Carolina
$218K +$138 +4 +0.1%
AIM
68
Aspen Investment Management
Michigan
$209K -$17.2K -500 -7%
GWM
69
Geneos Wealth Management
Colorado
$189K +$126K +3,653 +133%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$184K – – –
AC
71
AlphaCore Capital
California
$160K -$123K -3,590 -40%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$158K +$159K +4,636 +795%
PCIG
73
Partners Capital Investment Group
Massachusetts
$152K +$173K +5,027 New
Marshall Wace
74
Marshall Wace
United Kingdom
$148K +$168K +4,881 New
ACA
75
Aptus Capital Advisors
Alabama
$114K – – –
1 2
3
4 5

IHDG Hedge Fund Activity: Q1 2020 in Review

99 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2020, worth a combined $326M — up 3.8% from $314M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHDG positions and 7 closed out — a net gain of 14 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was Americana Partners, cutting an estimated $7.99M.

  • 99 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $326M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 21 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2020 was Morgan Stanley, an estimated $29.6M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2020 was Americana Partners, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2020.