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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

141 hedge funds and large institutions have $768M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2% more funds holding

Funds holding: 138 → 141 (+3)

2% more capital invested

Capital invested by funds: $752M → $768M (+$16M)

1.16% less ownership

Funds ownership: 68.45% → 67.28% (-1.2%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
18
Increased
61
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.1M
2
CWA
Choice Wealth Advisors
Maine
+$12M
3
Jane Street
Jane Street
New York
+$10.7M
4
Morgan Stanley
Morgan Stanley
New York
+$10.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.79M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
VWM
Venturi Wealth Management
Texas
-$2.96M
4
UCFA
United Capital Financial Advisors
Texas
-$2.19M
5
FTUS
Flow Traders U.S.
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$2.61M -$291K -7,506 -9%
DFA
52
DHJJ Financial Advisors
Illinois
$2.48M +$22.5K +581 +0.8%
TC
53
Titleist Capital
Texas
$2.27M +$2.45M +63,380 New
APA
54
Astoria Portfolio Advisors
New York
$2.13M +$199K +5,130 +9%
BL
55
BFSG LLC
California
$1.99M -$14.5K -374 -0.7%
MFG
56
Merit Financial Group
Georgia
$1.78M +$1.54M +39,662 +398%
MA
57
Mutual Advisors
Nebraska
$1.7M +$60.6K +1,565 +3%
CWM
58
Congress Wealth Management
Massachusetts
$1.69M -$46.5K -1,202 -2%
AWA
59
Amplius Wealth Advisors
Pennsylvania
$1.68M -$37.8K -975 -2%
TCWM
60
Total Clarity Wealth Management
Illinois
$1.48M -$9.33K -241 -0.6%
CA
61
Cetera Advisors
Colorado
$1.48M +$451K +11,653 +40%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$1.33M +$1.43M +37,001 New
HAIM
63
Hunter Associates Investment Management
Pennsylvania
$1.27M +$770K +19,870 +127%
LWP
64
Laurel Wealth Planning
Minnesota
$1.22M +$1.24M +31,896 +1,540%
FAIM
65
Financial Advocates Investment Management
Washington
$1.09M +$1.18M +30,363 New
IFS
66
Ifrah Financial Services
Arkansas
$1.09M +$678K +17,512 +137%
ECM
67
Exchange Capital Management
Michigan
$1.07M +$79.7K +2,057 +7%
CCM
68
Condor Capital Management
New Jersey
$1.02M +$31.1K +804 +3%
CAN
69
Cetera Advisor Networks
California
$964K +$340K +8,772 +48%
CAL
70
Capital Advisors Ltd
Ohio
$937K +$64.1K +1,654 +7%
CAM
71
Cozad Asset Management
Illinois
$927K – – –
SWA
72
Stratos Wealth Advisors
Ohio
$923K +$996K +25,721 New
IA
73
Insight Advisors
Pennsylvania
$885K +$1.78K +46 +0.2%
BAM
74
Belpointe Asset Management
Nevada
$803K -$82.1K -2,121 -9%
CCM
75
Colorado Capital Management
Colorado
$794K – – –
1 2
3
4 5

IHDG Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2022, worth a combined $768M — up 2.1% from $752M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 12 closed out — a net gain of 6 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $4.79M.

  • 141 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $768M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2022 was Kestra Advisory Services, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2022.