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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

111 hedge funds and large institutions have $519M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

12% more capital invested

Capital invested by funds: $463M → $519M (+$56M)

8% more funds holding

Funds holding: 103 → 111 (+8)

2.89% more ownership

Funds ownership: 57.8% → 60.69% (+2.9%)

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
1.96%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
16
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFO
Pathstone Family Office
New Jersey
+$4.96M
2
OMC
Old Mission Capital
Illinois
+$4.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.68M
4
Ameriprise
Ameriprise
Minnesota
+$2.65M
5
LPL Financial
LPL Financial
California
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
SHJ
Sharkey, Howes & Javer
Colorado
-$6.87M
2
SA
Stewardship Advisors
Pennsylvania
-$4.65M
3
FEG
Financial Enhancement Group
Indiana
-$3.61M
4
VWM
Venturi Wealth Management
Texas
-$3.22M
5
FA
FDx Advisors
Illinois
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
76
Thoroughbred Financial Services
Tennessee
$270K -$66.7K -1,762 -20%
APA
77
American Portfolios Advisors
New York
$267K +$26.3K +695 +11%
TCWA
78
Ten Capital Wealth Advisors
Washington
$258K -$31.1K -821 -11%
TAM
79
Townsend Asset Management
North Carolina
$256K -$26.8K -708 -10%
SFS
80
Sowell Financial Services
Arkansas
$246K +$57.2K +1,512 +32%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$230K – – –
OC
82
Oarsman Capital
Wisconsin
$221K – – –
OC
83
Oppenheimer & Co
New York
$220K -$1.67K -44 -0.8%
CWM
84
Cornerstone Wealth Management
Missouri
$213K +$205K +5,407 New
PCIG
85
Partners Capital Investment Group
Massachusetts
$200K – – –
ACA
86
Aptus Capital Advisors
Alabama
$148K – – –
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$144K +$131K +3,471 +1,614%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$134K +$7.34K +194 +6%
FFC
89
First Financial Corp
Indiana
$112K – – –
LWP
90
Laurel Wealth Planning
Minnesota
$94K +$90.9K +2,401 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$83K -$3.44K -91 -4%
FHA
92
First Horizon Advisors
Tennessee
$79K – – –
IWP
93
IAG Wealth Partners
Wisconsin
$74K – – –
CFA
94
Carroll Financial Associates
North Carolina
$71K – – –
IA
95
IFP Advisors
Florida
$71K – – –
Deutsche Bank
96
Deutsche Bank
Germany
$64K – – –
PGAM
97
Princeton Global Asset Management
New Jersey
$64K +$29.5K +780 +91%
MRCM
98
M&R Capital Management
New Jersey
$39K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$31K – – –
GI
100
Gradient Investments
Minnesota
$18K – – –
1 2 3
4
5

IHDG Hedge Fund Activity: Q4 2020 in Review

111 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2020, worth a combined $519M — up 12% from $463M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IHDG positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Pathstone Family Office, opening a new position worth an estimated $4.96M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $6.87M.

  • 111 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2020, up from 103 in Q3 2020.
  • Funds reported $519M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2020 and 5 closed out, a net change of +11 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2020 was Pathstone Family Office, an estimated $4.96M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2020 was Sharkey, Howes & Javer, an estimated $6.87M sold.

Based on aggregated 13F filings for Q4 2020.