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WisdomTree International Hedged Quality Dividend Growth Fund

117 hedge funds and large institutions have $551M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $519M → $551M (+$31.9M)

5% more funds holding

Funds holding: 111117 (+6)

0.37% more ownership

Funds ownership: 60.69%61.07% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
44
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$277K -$39K -960 -13%
AWA
77
Arete Wealth Advisors
Illinois
$260K -$85K -2,091 -25%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$242K
TFS
79
Thoroughbred Financial Services
Tennessee
$239K -$44.3K -1,090 -16%
OC
80
Oarsman Capital
Wisconsin
$228K -$4.07K -100 -2%
OC
81
Oppenheimer & Co
New York
$228K -$3.17K -78 -1%
SLA
82
Silver Lake Advisory
Utah
$209K +$205K +5,053 New
PCIG
83
Partners Capital Investment Group
Massachusetts
$206K -$3.5K -86 -2%
TAM
84
Townsend Asset Management
North Carolina
$199K -$69.4K -1,708 -26%
TCWA
85
Ten Capital Wealth Advisors
Washington
$191K -$78.3K -1,925 -29%
Deutsche Bank
86
Deutsche Bank
Germany
$188K +$120K +2,940 +181%
ACA
87
Aptus Capital Advisors
Alabama
$156K
BFEC
88
Benjamin F. Edwards & Company
Missouri
$133K -$8.42K -207 -6%
FFC
89
First Financial Corp
Indiana
$118K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$113K +$25.2K +620 +29%
LWP
91
Laurel Wealth Planning
Minnesota
$103K +$4.07K +100 +4%
FHA
92
First Horizon Advisors
Tennessee
$83K
IWP
93
IAG Wealth Partners
Wisconsin
$78K
IA
94
IFP Advisors
Florida
$76K
CFA
95
Carroll Financial Associates
North Carolina
$75K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$70K +$68.8K +1,691 New
PGAM
97
Princeton Global Asset Management
New Jersey
$68K
RWB
98
RMR Wealth Builders
New Jersey
$63K +$62.4K +1,535 New
GWMIA
99
Global Wealth Management Investment Advisory
Florida
$62K +$61.2K +1,505 New
MRCM
100
M&R Capital Management
New Jersey
$41K

IHDG Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2021, worth a combined $551M — up 6.2% from $519M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IHDG positions and 5 closed out — a net gain of 6 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $10.9M. The largest seller was Raymond James & Associates, cutting an estimated $10.3M.

  • 117 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $551M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2021 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2021 was Ameritas Investment Company, an estimated $10.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2021 was Raymond James & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.