WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
82 hedge funds and large institutions have $309M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
5% more capital invested
Capital invested by funds: $293M → $309M (+$16M)
2.61% more ownership
Funds ownership: 53.86% → 56.47% (+2.6%)
1% more funds holding
Funds holding: 81 → 82 (+1)
7% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 29
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$7.37M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$4.53M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
BFSG LLC
Irvine,
California
|
-$5.24M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$4.58M |
| 3 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
-$2.04M |
| 4 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
-$1.99M |
| 5 |
DPA
Delphi Private Advisors
San Diego,
California
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
76
Valeo Financial Advisors
Carmel,
Indiana
| $9K | -$39K | -1,247 | -82% |
|
|
BFEC
77
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $8K | – | – | – |
|
|
IWM
78
IHT Wealth Management
Chicago,
Illinois
| $5K | – | – | – |
|
79
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $4K | – | – | – |
|
80
Barclays
London,
United Kingdom
| $3K | – | – | – |
|
81
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
JMPWA
82
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$720K | -22,715 | Closed |
|
83
Koshinski Asset Management
Decatur,
Illinois
| – | -$356K | -11,231 | Closed |
|
|
LA
84
LVW Advisors
Pittsford,
New York
| – | -$342K | -10,779 | Closed |
|
|
LPT
85
Legacy Private Trust
Neenah,
Wisconsin
| – | -$225K | -7,110 | Closed |
|
|
CA
86
Calton & Associates
Tampa,
Florida
| – | -$68K | -2,075 | Closed |
|
|
WA
87
Winfield Associates
Cleveland,
Ohio
| – | -$27K | -850 | Closed |
|
88
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$17K | -530 | Closed |
|
IHDG Hedge Fund Activity: Q1 2018 in Review
82 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2018, worth a combined $309M — up 5.5% from $293M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IHDG positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was BFSG LLC, cutting an estimated $5.24M.
- 82 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2018, up from 81 in Q4 2017.
- Funds reported $309M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2018, up 5.5% quarter-over-quarter.
- 9 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2018 and 7 closed out, a net change of +2 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2018 was Bank of America, an estimated $13.9M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2018 was BFSG LLC, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2018.