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WisdomTree International Hedged Quality Dividend Growth Fund

233 hedge funds and large institutions have $2B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 44

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.73B → $2B (+$270M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.97% more ownership

Funds ownership: 72.88%76.84% (+4%)

2% more funds holding

Funds holding: 228233 (+5)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
32
Increased
123
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Americana Partners
Texas
$7.93M +$251K +5,505 +3%
CA
52
CoreCap Advisors
Michigan
$7.38M +$262K +5,761 +4%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$6.99M +$582K +12,783 +9%
MAC
54
Mason & Associates (California)
California
$6.64M +$1.09M +24,028 +20%
UCFA
55
United Capital Financial Advisors
Texas
$6.53M -$174K -3,818 -3%
LWP
56
Laurel Wealth Planning
Minnesota
$6.38M -$1.48M -32,613 -19%
TAM
57
Titleist Asset Management
Texas
$6.03M +$338K +7,434 +6%
AWM
58
Aspire Wealth Management
Massachusetts
$6.03M -$58.6K -1,288 -1%
DWM
59
Diversify Wealth Management
Utah
$5.71M +$6.13M +134,694 New
SMC
60
Smith, Moore & Co
Missouri
$5.21M +$135K +2,969 +3%
RWA
61
Redhawk Wealth Advisors
Minnesota
$5.19M +$1.02M +22,460 +25%
AI
62
Atria Investments
North Carolina
$5.11M +$3.77M +82,854 +284%
BL
63
BFSG LLC
California
$4.89M +$764K +16,779 +19%
WWA
64
WCG Wealth Advisors
Nevada
$4.81M +$4.8M +105,484 New
FAIM
65
Financial Advocates Investment Management
Washington
$4.6M +$323K +7,102 +8%
VWWMG
66
Vermillion & White Wealth Management Group
Pennsylvania
$4.58M +$1.26M +27,668 +38%
SWP
67
Stratos Wealth Partners
Ohio
$4.54M +$868K +19,075 +24%
Prudential Financial
68
Prudential Financial
New Jersey
$4.29M +$566K +12,436 +15%
NA
69
NewEdge Advisors
Louisiana
$4.15M +$803K +17,641 +24%
PA
70
PFG Advisors
Arizona
$4.06M +$446K +9,794 +12%
S
71
Sachetta
Massachusetts
$3.87M -$101K -2,218 -3%
ZIMP
72
Zimmermann Investment Management & Planning
Pennsylvania
$3.59M +$396K +8,691 +12%
CWM
73
Castle Wealth Management
Florida
$3.5M +$442K +9,699 +14%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$3.28M -$395K -8,683 -11%
KWM
75
Kolinsky Wealth Management
New Jersey
$3.2M +$476K +10,454 +17%