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WisdomTree International Hedged Quality Dividend Growth Fund

88 hedge funds and large institutions have $314M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $237M → $314M (+$76.8M)

17% more funds holding

Funds holding: 7588 (+13)

2.35% more ownership

Funds ownership: 50.36%52.71% (+2.3%)

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
38
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$21K +$20.3K +583 New
GI
77
Gradient Investments
Minnesota
$18K
FA
78
Faithward Advisors
Pennsylvania
$17K +$16.4K +470 New
IWA
79
Intercontinental Wealth Advisors
Texas
$16K -$2.62K -75 -15%
CA
80
CXI Advisors
Indiana
$15K +$14K +401 New
VFA
81
Valeo Financial Advisors
Indiana
$10K
NFG
82
Next Financial Group
Texas
$9K +$8.26K +237 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$8K +$7.5K +215 New
IFWM
84
Institute for Wealth Management
Colorado
$6K +$5.61K +161 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$5K
AA
86
Ancora Advisors
Ohio
$5K +$5.23K +150 New
TFGT
87
TS Financial Group (TSFG)
Illinois
$2K -$3.24K -93 -66%
US Bancorp
88
US Bancorp
Minnesota
$1K
FAAS
89
First Allied Advisory Services
California
-$1.58M -47,039 Closed
Citadel Advisors
90
Citadel Advisors
Florida
-$1.4M -41,658 Closed
Jane Street
91
Jane Street
New York
-$1.06M -31,405 Closed
UBS AM
92
UBS AM
Illinois
-$1.05M -31,130 Closed
VF
93
Virtu Financial
New York
-$343K -10,194 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$298K -8,852 Closed
CAN
95
Cetera Advisor Networks
California
-$217K -6,514 Closed
CPA
96
Capital Planning Advisors
California
-$129K -3,843 Closed
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
-$68K -2,029 Closed
FHA
98
Flagship Harbor Advisors
Massachusetts
-$3K -96 Closed
DP
99
Denver PWM
Colorado
-$325 -10 Closed

IHDG Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2019, worth a combined $314M — up 32% from $237M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IHDG positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $5.89M. The largest seller was Curi RMB Capital, cutting an estimated $2.01M.

  • 88 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2019, up from 75 in Q3 2019.
  • Funds reported $314M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2019, up 32% quarter-over-quarter.
  • 25 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2019 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2019 was Ameritas Investment Company, an estimated $5.89M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2019 was Curi RMB Capital, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2019.