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WisdomTree International Hedged Quality Dividend Growth Fund

158 hedge funds and large institutions have $937M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 40

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

1% more funds holding

Funds holding: 156158 (+2)

0.61% less ownership

Funds ownership: 69.14%68.54% (-0.61%)

23% less capital invested

Capital invested by funds: $1.21B → $937M (-$277M)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.52%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
21
Increased
79
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Americana Partners
Texas
$3.4M +$425K +11,138 +15%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$3.39M -$305K -8,005 -9%
TAM
53
Titleist Asset Management
Texas
$3.35M +$3.23M +84,863 New
FFN
54
Focus Financial Network
Minnesota
$2.83M -$61.1K -1,603 -2%
BL
55
BFSG LLC
California
$2.5M +$320K +8,388 +15%
DAS
56
Dynamic Advisor Solutions
Arizona
$2.5M +$1.34M +35,189 +125%
Jane Street
57
Jane Street
New York
$2.21M -$18M -472,378 -89%
DFA
58
DHJJ Financial Advisors
Illinois
$2.11M -$265K -6,962 -11%
MA
59
Mutual Advisors
Nebraska
$1.89M -$5.99K -157 -0.3%
CWM
60
Congress Wealth Management
Massachusetts
$1.88M +$20K +525 +1%
LWP
61
Laurel Wealth Planning
Minnesota
$1.84M +$92.4K +2,425 +5%
IWM
62
IHT Wealth Management
Illinois
$1.8M +$1.2M +31,533 +222%
CA
63
Cetera Advisors
Colorado
$1.78M +$158K +4,135 +10%
PA
64
PFG Advisors
Arizona
$1.66M +$790K +20,725 +97%
BFG
65
Beacon Financial Group
Texas
$1.58M +$847K +22,229 +239%
AWA
66
Amplius Wealth Advisors
Pennsylvania
$1.48M -$208K -5,450 -13%
FAIM
67
Financial Advocates Investment Management
Washington
$1.2M +$74.3K +1,950 +7%
CCM
68
Condor Capital Management
New Jersey
$1.18M +$43K +1,127 +4%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$1.15M -$7.32K -192 -0.7%
AWC
70
Adamsbrown Wealth Consultants
Kansas
$1.13M +$1.1M +28,758 New
MFG
71
Merit Financial Group
Georgia
$1.08M -$398K -10,442 -28%
CAL
72
Capital Advisors Ltd
Ohio
$1.03M
LFAS
73
Level Four Advisory Services
Texas
$1.02M -$556K -14,584 -36%
CAM
74
Cozad Asset Management
Illinois
$1.02M
Renaissance Technologies
75
Renaissance Technologies
New York
$966K +$934K +24,500 New