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WisdomTree International Hedged Quality Dividend Growth Fund

117 hedge funds and large institutions have $551M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $519M → $551M (+$31.9M)

5% more funds holding

Funds holding: 111117 (+6)

0.37% more ownership

Funds ownership: 60.69%61.07% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
44
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Condor Capital Management
New Jersey
$946K -$82.9K -2,039 -8%
TCWM
52
Total Clarity Wealth Management
Illinois
$897K -$151K -3,702 -15%
VNA
53
Valley National Advisers
Pennsylvania
$830K -$14.1K -348 -2%
CWM
54
Cordatus Wealth Management
Pennsylvania
$737K +$114K +2,813 +19%
PFS
55
Prospera Financial Services
Texas
$737K +$114K +2,813 +19%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$713K -$1.49M -36,568 -68%
BWA
57
Beam Wealth Advisors
Louisiana
$690K
KFP
58
KMG Fiduciary Partners
Ohio
$645K +$2.89K +71 +0.5%
BFG
59
Beacon Financial Group
Texas
$562K
FTUS
60
Flow Traders U.S.
New York
$548K +$539K +13,267 New
IFS
61
Ifrah Financial Services
Arkansas
$513K -$15.9K -391 -3%
GWM
62
Geneos Wealth Management
Colorado
$510K +$29.5K +725 +6%
SA
63
Stewardship Advisors
Pennsylvania
$492K -$616K -15,141 -56%
Stifel Financial
64
Stifel Financial
Missouri
$478K -$1.01M -24,902 -68%
LA
65
Latitude Advisors
Florida
$468K -$165K -4,069 -26%
SFS
66
Sowell Financial Services
Arkansas
$352K +$76.4K +1,879 +30%
APA
67
American Portfolios Advisors
New York
$337K +$54.9K +1,350 +20%
UR
68
USCA RIA
Texas
$336K
SFWC
69
Strategic Family Wealth Counselors
New Jersey
$321K +$244 +6 +0.1%
KWM
70
Kingsview Wealth Management
Oregon
$313K
D
71
Diversified
Delaware
$307K -$39.7K -977 -12%
PG
72
Patten Group
Tennessee
$305K +$7.32K +180 +2%
BMD
73
Better Money Decisions
New Mexico
$293K +$289K +7,102 New
AIM
74
Aspen Investment Management
Michigan
$283K -$2.03K -50 -0.7%
SWP
75
Stratos Wealth Partners
Ohio
$282K -$28.3K -697 -9%

IHDG Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2021, worth a combined $551M — up 6.2% from $519M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IHDG positions and 5 closed out — a net gain of 6 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $10.9M. The largest seller was Raymond James & Associates, cutting an estimated $10.3M.

  • 117 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $551M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2021 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2021 was Ameritas Investment Company, an estimated $10.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2021 was Raymond James & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.