WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
79 hedge funds and large institutions have $221M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
7% more funds holding
Funds holding: 74 → 79 (+5)
1.13% more ownership
Funds ownership: 52.11% → 53.24% (+1.1%)
15% less capital invested
Capital invested by funds: $261M → $221M (-$39.9M)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.99M |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$3.88M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.26M |
| 4 |
Morgan Stanley
New York
|
+$1.96M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7M |
| 2 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
-$6.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.94M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.54M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
MOS
77
MGO One Seven
Beachwood,
Ohio
| $1K | +$1.39K | +47 | New |
|
|
IFS
78
Ifrah Financial Services
Little Rock,
Arkansas
| – | -$6.13M | -191,047 | Closed |
|
|
FFBTD
79
First Financial Bank - Trust Division
Hamilton,
Ohio
| – | -$975K | -30,381 | Closed |
|
|
HWA
80
Heritage Wealth Advisors
Richmond,
Virginia
| – | -$653K | -20,372 | Closed |
|
|
CAN
81
Cetera Advisor Networks
El Segundo,
California
| – | -$599K | -18,717 | Closed |
|
82
Lido Advisors
Los Angeles,
California
| – | -$398K | -12,431 | Closed |
|
83
Northern Trust
Chicago,
Illinois
| – | -$239K | -7,450 | Closed |
|
84
Comerica Bank
Dallas,
Texas
| – | -$213K | -7,178 | Closed |
|
|
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$170K | -5,300 | Closed |
|
|
SWP
86
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$81K | -2,511 | Closed |
|
|
AA
87
Ancora Advisors
Cleveland,
Ohio
| – | -$5K | -150 | Closed |
|
88
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
IHDG Hedge Fund Activity: Q4 2018 in Review
79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2018, worth a combined $221M — down 15% from $261M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IHDG positions and 10 closed out — a net gain of 6 holders — while 19 added to existing stakes and 27 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $3.99M. The largest seller was Bank of America, cutting an estimated $7M.
- 79 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2018, up from 74 in Q3 2018.
- Funds reported $221M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2018, down 15% quarter-over-quarter.
- 16 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2018 and 10 closed out, a net change of +6 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2018 was United Capital Financial Advisors, an estimated $3.99M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2018 was Bank of America, an estimated $7M sold.
Based on aggregated 13F filings for Q4 2018.