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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

104 hedge funds and large institutions have $416M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

28% more capital invested

Capital invested by funds: $326M → $416M (+$89.7M)

5% more funds holding

Funds holding: 99 → 104 (+5)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

2.46% less ownership

Funds ownership: 57.04% → 54.58% (-2.5%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.4M
3
Morgan Stanley
Morgan Stanley
New York
+$12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.05M
5
RJA
Raymond James & Associates
Florida
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$12.1M
2
AIC
Ameritas Investment Company
Nebraska
-$12M
3
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$6.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.08M
5
SC
Scotia Capital
Ontario, Canada
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$132K – – –
CAN
77
Cetera Advisor Networks
California
$128K +$122K +3,645 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$123K +$5.25K +157 +5%
Wells Fargo
79
Wells Fargo
California
$105K -$7.69K -230 -7%
FFC
80
First Financial Corp
Indiana
$100K – – –
HCA
81
Heck Capital Advisors
Wisconsin
$98.4K +$93.8K +2,805 New
CFA
82
Carroll Financial Associates
North Carolina
$81K – – –
PAG
83
Private Advisor Group
New Jersey
$75K +$71.6K +2,142 New
FHA
84
First Horizon Advisors
Tennessee
$70K – – –
IWP
85
IAG Wealth Partners
Wisconsin
$66K +$62.6K +1,871 New
IA
86
IFP Advisors
Florida
$64K – – –
LFG
87
LifePlan Financial Group
Ohio
$53K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$51K +$23.2K +693 +92%
VFA
89
Valeo Financial Advisors
Indiana
$51K +$39.3K +1,174 +418%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$36K +$19.4K +581 +127%
MRCM
91
M&R Capital Management
New Jersey
$35K – – –
GI
92
Gradient Investments
Minnesota
$18K – – –
FA
93
Faithward Advisors
Pennsylvania
$17K +$33 +1 +0.2%
PCG
94
Private Capital Group
Connecticut
$13K -$4.31K -129 -25%
SF
95
Synovus Financial
Georgia
$13K – – –
PCIA
96
Prime Capital Investment Advisors
Kansas
$12K – – –
CI
97
CX Institutional
Indiana
$9K -$2.98M -89,002 -100%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$8K – – –
AA
99
Ancora Advisors
Ohio
$5K – – –
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
1 2 3
4
5

IHDG Hedge Fund Activity: Q2 2020 in Review

104 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2020, worth a combined $416M — up 28% from $326M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IHDG positions and 9 closed out — a net gain of 5 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $20.9M. The largest seller was Citadel Advisors, cutting an estimated $12.1M.

  • 104 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2020, up from 99 in Q1 2020.
  • Funds reported $416M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2020, up 28% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2020 and 9 closed out, a net change of +5 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2020 was Bank of America, an estimated $20.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2020 was Citadel Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2020.