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WisdomTree International Hedged Quality Dividend Growth Fund

203 hedge funds and large institutions have $1.19B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 41

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 182203 (+21)

7% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$76.8M)

1.83% more ownership

Funds ownership: 68.52%70.35% (+1.8%)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
33
Increased
103
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Castleview Partners
Texas
$5.06M +$2.41M +60,870 +87%
CAN
52
Cetera Advisor Networks
California
$4.88M +$101K +2,547 +2%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$4.78M +$4.88M +123,430 New
CWMU
54
Caliber Wealth Management (Utah)
Utah
$4.61M +$98.3K +2,485 +2%
SI
55
Saxon Interests
Texas
$4.61M +$4.71M +119,003 New
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$4.28M -$1.14M -28,749 -21%
FFN
57
Focus Financial Network
Minnesota
$3.97M +$714K +18,041 +21%
TAM
58
Titleist Asset Management
Texas
$3.44M +$81.3K +2,055 +2%
SFS
59
Sowell Financial Services
Arkansas
$3.4M -$411K -10,385 -11%
RFM
60
Royal Fund Management
Florida
$3.33M -$198K -4,998 -5%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$3.25M -$60.5K -1,529 -2%
ES
62
Eagle Strategies
New York
$3.2M +$160K +4,048 +5%
BL
63
BFSG LLC
California
$3.16M +$279K +7,044 +9%
FIA
64
Foundations Investment Advisors
Arizona
$2.86M +$407K +10,295 +16%
PA
65
PFG Advisors
Arizona
$2.85M -$36.9K -932 -1%
IA
66
IFP Advisors
Florida
$2.77M +$2.76M +69,697 +3,832%
SWA
67
Stratos Wealth Advisors
Ohio
$2.63M -$823K -20,813 -23%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$2.61M -$1.76M -44,460 -40%
CWM
69
Congress Wealth Management
Massachusetts
$2.21M +$399K +10,094 +21%
AWC
70
Adamsbrown Wealth Consultants
Kansas
$1.96M +$241K +6,089 +14%
MA
71
Mutual Advisors
Nebraska
$1.91M +$17.5K +443 +0.9%
DFA
72
DHJJ Financial Advisors
Illinois
$1.91M -$53.2K -1,344 -3%
DADC
73
D.A. Davidson & Co
Montana
$1.87M +$1.91M +48,192 New
ONB
74
Old National Bancorp
Indiana
$1.82M
FTUS
75
Flow Traders U.S.
New York
$1.79M +$1.83M +46,195 New

IHDG Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2023, worth a combined $1.19B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IHDG positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 41 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $37.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $16M sold.

  • 203 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.19B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 33 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $37.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2023 was FDx Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.