WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
74 hedge funds and large institutions have $261M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 12 closing their positions.
4.36% more ownership
Funds ownership: 47.75% → 52.11% (+4.4%)
1% less capital invested
Capital invested by funds: $262M → $261M (-$1.33M)
3% less funds holding
Funds holding: 76 → 74 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$10M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.14M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.7M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.07M |
| 5 |
Morgan Stanley
New York
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$9.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.5M |
| 3 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$3.27M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.55M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNC
76
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$622K | -19,564 | Closed |
|
|
FTUS
77
Flow Traders U.S.
New York
| – | -$544K | -17,105 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | -$448K | -14,095 | Closed |
|
|
FNBT
79
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$300K | -9,430 | Closed |
|
|
VF
80
Virtu Financial
New York
| – | -$292K | -9,177 | Closed |
|
81
Ameriprise
Minneapolis,
Minnesota
| – | -$284K | -8,949 | Closed |
|
|
RJFSA
82
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$282K | -8,859 | Closed |
|
83
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$18K | -575 | Closed |
|
|
DPA
84
Delphi Private Advisors
San Diego,
California
| – | -$7K | -230 | Closed |
|
|
DWM
85
Destination Wealth Management
Walnut Creek,
California
| – | -$1K | -18 | Closed |
|
IHDG Hedge Fund Activity: Q3 2018 in Review
74 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2018, worth a combined $261M — down 0.51% from $262M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IHDG and 10 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 19 added.
The largest buyer was UBS Group, adding an estimated $10M. The largest seller was RiverFront Investment Group, cutting an estimated $9.12M.
- 74 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2018, down from 76 in Q2 2018.
- Funds reported $261M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2018, down 0.51% quarter-over-quarter.
- 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2018 and 12 closed out, a net change of -2 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2018 was UBS Group, an estimated $10M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2018 was RiverFront Investment Group, an estimated $9.12M sold.
Based on aggregated 13F filings for Q3 2018.