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WisdomTree International Hedged Quality Dividend Growth Fund

103 hedge funds and large institutions have $463M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $416M → $463M (+$47.5M)

3.22% more ownership

Funds ownership: 54.58%57.8% (+3.2%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 104103 (-1)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
13
Increased
44
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$668K +$15.1K +419 +2%
BWA
52
Beam Wealth Advisors
Louisiana
$636K -$198K -5,503 -24%
CWM
53
Cordatus Wealth Management
Pennsylvania
$576K +$567K +15,750 New
KFP
54
KMG Fiduciary Partners
Ohio
$564K +$1.98K +55 +0.4%
BFG
55
Beacon Financial Group
Texas
$504K
IFS
56
Ifrah Financial Services
Arkansas
$493K +$10.5K +292 +2%
AAS
57
Avantax Advisory Services
Texas
$432K +$425K +11,795 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$376K +$82.6K +2,294 +29%
TFS
59
Thoroughbred Financial Services
Tennessee
$316K
RICHC
60
Renaissance Investment Consultants Holding Company
Pennsylvania
$313K -$15.5K -431 -5%
UR
61
USCA RIA
Texas
$297K
AWA
62
Arete Wealth Advisors
Illinois
$296K -$32K -890 -10%
SFWC
63
Strategic Family Wealth Counselors
New Jersey
$283K +$144 +4 +0.1%
NP
64
NorthRock Partners
Minnesota
$281K +$756 +21 +0.3%
JCM
65
Jacobi Capital Management
Pennsylvania
$278K +$1.12K +31 +0.4%
GWM
66
Geneos Wealth Management
Colorado
$277K +$43.7K +1,214 +19%
TCWA
67
Ten Capital Wealth Advisors
Washington
$270K +$266K +7,378 New
TAM
68
Townsend Asset Management
North Carolina
$264K +$360 +10 +0.1%
PG
69
Patten Group
Tennessee
$263K -$17K -472 -6%
KWM
70
Kingsview Wealth Management
Oregon
$260K +$20.2K +560 +9%
AIM
71
Aspen Investment Management
Michigan
$252K
APA
72
American Portfolios Advisors
New York
$223K -$69.1K -1,920 -24%
SWP
73
Stratos Wealth Partners
Ohio
$222K +$218K +6,062 New
VF
74
Virtu Financial
New York
$215K +$212K +5,891 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$214K

IHDG Hedge Fund Activity: Q3 2020 in Review

103 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2020, worth a combined $463M — up 11% from $416M a quarter earlier.

Fund positioning in IHDG was balanced in Q3 2020: 13 funds opened new positions, 13 closed out, 44 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.66M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $1.79M sold.

  • 103 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2020, down from 104 in Q2 2020.
  • Funds reported $463M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2020 and 13 closed out, a net change of 0 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2020 was Ameriprise, an estimated $3.66M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2020 was AlphaStar Capital Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2020.