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WisdomTree International Hedged Quality Dividend Growth Fund

103 hedge funds and large institutions have $463M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $416M → $463M (+$47.5M)

3.22% more ownership

Funds ownership: 54.58%57.8% (+3.2%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 104103 (-1)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
13
Increased
44
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$207K +$203K +5,651 New
OC
77
Oarsman Capital
Wisconsin
$206K +$202K +5,625 New
PCIG
78
Partners Capital Investment Group
Massachusetts
$186K +$2.12K +59 +1%
SFS
79
Sowell Financial Services
Arkansas
$174K +$72 +2 +0%
ACA
80
Aptus Capital Advisors
Alabama
$137K
BFEC
81
Benjamin F. Edwards & Company
Missouri
$118K -$10.5K -293 -8%
Wells Fargo
82
Wells Fargo
California
$113K +$3.6K +100 +3%
FFC
83
First Financial Corp
Indiana
$104K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$80K +$41.7K +1,159 +112%
FHA
85
First Horizon Advisors
Tennessee
$73K
IWP
86
IAG Wealth Partners
Wisconsin
$69K
IA
87
IFP Advisors
Florida
$67K
CFA
88
Carroll Financial Associates
North Carolina
$66K -$18K -500 -21%
Deutsche Bank
89
Deutsche Bank
Germany
$59K +$58.3K +1,620 New
LFG
90
LifePlan Financial Group
Ohio
$55K
MRCM
91
M&R Capital Management
New Jersey
$36K
PGAM
92
Princeton Global Asset Management
New Jersey
$31K +$31K +860 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$28K -$24.9K -693 -48%
NFG
94
Next Financial Group
Texas
$21K +$20.5K +570 New
GI
95
Gradient Investments
Minnesota
$18K
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$10.5K +292 +197%
JP Morgan Chase
97
JP Morgan Chase
New York
$15K +$13.5K +374 +935%
PCG
98
Private Capital Group
Connecticut
$14K
VFA
99
Valeo Financial Advisors
Indiana
$10K -$42.3K -1,174 -81%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$7K

IHDG Hedge Fund Activity: Q3 2020 in Review

103 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2020, worth a combined $463M — up 11% from $416M a quarter earlier.

Fund positioning in IHDG was balanced in Q3 2020: 13 funds opened new positions, 13 closed out, 44 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.66M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $1.79M sold.

  • 103 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2020, down from 104 in Q2 2020.
  • Funds reported $463M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2020 and 13 closed out, a net change of 0 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2020 was Ameriprise, an estimated $3.66M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2020 was AlphaStar Capital Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2020.