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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

136 hedge funds and large institutions have $795M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

25.89% more ownership

Funds ownership: 65.57% → 91.46% (+26%)

16% more capital invested

Capital invested by funds: $688M → $795M (+$107M)

7% more funds holding

Funds holding: 127 → 136 (+9)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
24
Increased
53
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.24M
2
Ameriprise
Ameriprise
Minnesota
+$7.13M
3
Bank of America
Bank of America
North Carolina
+$4.87M
4
SRSA
S.R. Schill & Associates
Washington
+$4.55M
5
FA
FDx Advisors
Illinois
+$3.5M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.09M
2
Jane Street
Jane Street
New York
-$1.68M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$1.35M
4
Citadel Advisors
Citadel Advisors
Florida
-$983K
5
MIAN
Mariner Independent Advisor Network
Kansas
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Congress Wealth Management
Massachusetts
$2.31M +$2.25M +50,446 New
Prudential Financial
52
Prudential Financial
New Jersey
$2.27M +$191K +4,282 +9%
MA
53
Mutual Advisors
Nebraska
$2.12M +$22K +492 +1%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.44M -$19.1K -429 -1%
CAM
55
Cozad Asset Management
Illinois
$1.38M -$8.93K -200 -0.7%
IA
56
Insight Advisors
Pennsylvania
$1.29M -$854K -19,144 -40%
CCM
57
Condor Capital Management
New Jersey
$1.19M +$81.8K +1,833 +8%
CAL
58
Capital Advisors Ltd
Ohio
$1.12M – – –
CCM
59
Colorado Capital Management
Colorado
$1.06M -$11.5K -257 -1%
Stifel Financial
60
Stifel Financial
Missouri
$1.05M -$62.6K -1,402 -6%
EAM
61
Empirical Asset Management
Massachusetts
$1.03M +$1.01M +22,597 New
LA
62
Latitude Advisors
Florida
$957K +$1.56K +35 +0.2%
IFS
63
Ifrah Financial Services
Arkansas
$863K +$233K +5,219 +38%
VNA
64
Valley National Advisers
Pennsylvania
$841K -$27.4K -614 -3%
PFS
65
Prospera Financial Services
Texas
$810K -$9.06K -203 -1%
CWM
66
Cordatus Wealth Management
Pennsylvania
$809K -$9.06K -203 -1%
KFP
67
KMG Fiduciary Partners
Ohio
$756K +$8.66K +194 +1%
VWA
68
V Wealth Advisors
Kansas
$672K +$268 +6 +0%
AWM
69
Ameliora Wealth Management
Switzerland
$646K +$692K +15,500 New
PG
70
Patten Group
Tennessee
$641K +$289K +6,478 +86%
BFAG
71
Blackston Financial Advisory Group
Florida
$636K +$620K +13,899 New
SFS
72
Sowell Financial Services
Arkansas
$587K +$119K +2,661 +26%
ECM
73
Exchange Capital Management
Michigan
$555K +$542K +12,136 New
CWM
74
Capital Wealth Management
Rhode Island
$522K +$509K +11,415 New
CP
75
Cumberland Partners
Ontario, Canada
$503K – – –
1 2
3
4 5

IHDG Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2021, worth a combined $795M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHDG positions and 13 closed out — a net gain of 11 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.09M sold.

  • 136 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $795M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 24 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.24M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2021 was Susquehanna International Group, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2021.