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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

99 hedge funds and large institutions have $326M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 88 → 99 (+11)

4.33% more ownership

Funds ownership: 52.71% → 57.04% (+4.3%)

4% more capital invested

Capital invested by funds: $314M → $326M (+$11.8M)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
39
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$29.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.3M
3
WMG
WESCAP Management Group
California
+$8.65M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
+$7.28M
5
UCFA
United Capital Financial Advisors
Texas
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
-$7.99M
2
Bank of America
Bank of America
North Carolina
-$6.65M
3
FTS
Fifth Third Securities
Ohio
-$3.03M
4
UBS Group
UBS Group
Switzerland
-$2.51M
5
FEG
Financial Enhancement Group
Indiana
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$102K +$55.9K +1,625 +94%
Wells Fargo
77
Wells Fargo
California
$98K +$34 +1 +0%
SFS
78
Sowell Financial Services
Arkansas
$88K +$37.7K +1,095 +61%
FFC
79
First Financial Corp
Indiana
$86K +$98K +2,850 New
CFA
80
Carroll Financial Associates
North Carolina
$70K – – –
FHA
81
First Horizon Advisors
Tennessee
$61K – – –
IA
82
IFP Advisors
Florida
$55K +$62.5K +1,819 New
LFG
83
LifePlan Financial Group
Ohio
$46K – – –
MRCM
84
M&R Capital Management
New Jersey
$30K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$22K -$25.8K -750 -50%
PCG
86
Private Capital Group
Connecticut
$16K -$4.37K -127 -20%
GI
87
Gradient Investments
Minnesota
$15K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$14K -$33.9K -985 -68%
FA
89
Faithward Advisors
Pennsylvania
$14K – – –
SF
90
Synovus Financial
Georgia
$11K +$13K +379 New
PCIA
91
Prime Capital Investment Advisors
Kansas
$10K +$11.3K +329 New
VFA
92
Valeo Financial Advisors
Indiana
$9K – – –
NFG
93
Next Financial Group
Texas
$7K – – –
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$7K – – –
AA
95
Ancora Advisors
Ohio
$5K – – –
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$344 +10 +7%
JP Morgan Chase
97
JP Morgan Chase
New York
$1K -$35.6K -1,035 -96%
TFGT
98
TS Financial Group (TSFG)
Illinois
$1K – – –
US Bancorp
99
US Bancorp
Minnesota
$1K – – –
TCWM
100
Total Clarity Wealth Management
Illinois
– -$1.33M -36,503 Closed
1 2 3
4
5

IHDG Hedge Fund Activity: Q1 2020 in Review

99 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2020, worth a combined $326M — up 3.8% from $314M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHDG positions and 7 closed out — a net gain of 14 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was Americana Partners, cutting an estimated $7.99M.

  • 99 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $326M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 21 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2020 was Morgan Stanley, an estimated $29.6M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2020 was Americana Partners, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2020.