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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

Overview Fund Activity

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
Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.19%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$63.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.7M
3
WMG
3
WESCAP Management Group
California
$13.4M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$6.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$9.58M

Top Sellers

1
AP
1
Americana Partners
Texas
$1.3M
2
Bank of America
2
Bank of America
North Carolina
$47.1M
3
FTS
3
Fifth Third Securities
Ohio
$480K
4
UBS Group
4
UBS Group
Switzerland
$26.4M
5
FEG
5
Financial Enhancement Group
Indiana
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$527K +$527K +280,747 New
FTS
52
Fifth Third Securities
Ohio
$480K -$2.67M -88,152 -85%
KFP
53
KMG Fiduciary Partners
Ohio
$463K +$463K +15,296 New
MA
54
Mutual Advisors
Nebraska
$456K +$60.8K +2,010 +15%
IFS
55
Ifrah Financial Services
Arkansas
$408K +$408K +13,475 New
SFWC
56
Strategic Family Wealth Counselors
New Jersey
$373K +$2.06K +68 +0.6%
RICHC
57
Renaissance Investment Consultants Holding Company
Pennsylvania
$326K -$6.86K -227 -2%
TFS
58
Thoroughbred Financial Services
Tennessee
$270K +$270K +8,916 New
AWA
59
Arete Wealth Advisors
Illinois
$260K +$260K +8,599 New
UR
60
USCA RIA
Texas
$255K +$255K +8,425 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$245K – – –
JCM
62
Jacobi Capital Management
Pennsylvania
$243K -$90.4K -2,991 -27%
SSWM
63
Sheets Smith Wealth Management
North Carolina
$238K +$47.7K +1,574 +25%
PG
64
Patten Group
Tennessee
$231K -$44.1K -1,460 -16%
NP
65
NorthRock Partners
Minnesota
$230K +$230K +7,612 New
APA
66
American Portfolios Advisors
New York
$218K +$91.4K +3,018 +72%
TAM
67
Townsend Asset Management
North Carolina
$218K +$121 +4 +0.1%
AIM
68
Aspen Investment Management
Michigan
$209K -$15.1K -500 -7%
GWM
69
Geneos Wealth Management
Colorado
$189K +$108K +3,653 +133%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$184K – – –
AC
71
AlphaCore Capital
California
$160K -$109K -3,590 -40%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$158K +$140K +4,636 +795%
PCIG
73
Partners Capital Investment Group
Massachusetts
$152K +$152K +5,027 New
Marshall Wace
74
Marshall Wace
United Kingdom
$148K +$148K +4,881 New
ACA
75
Aptus Capital Advisors
Alabama
$114K – – –
1 2
3
4 5