We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

141 hedge funds and large institutions have $768M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2% more funds holding

Funds holding: 138 → 141 (+3)

2% more capital invested

Capital invested by funds: $752M → $768M (+$16M)

1.16% less ownership

Funds ownership: 68.45% → 67.28% (-1.2%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
18
Increased
61
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.1M
2
CWA
Choice Wealth Advisors
Maine
+$12M
3
Jane Street
Jane Street
New York
+$10.7M
4
Morgan Stanley
Morgan Stanley
New York
+$10.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.79M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
VWM
Venturi Wealth Management
Texas
-$2.96M
4
UCFA
United Capital Financial Advisors
Texas
-$2.19M
5
FTUS
Flow Traders U.S.
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$675K -$16.1K -415 -2%
Stifel Financial
77
Stifel Financial
Missouri
$655K -$18K -466 -2%
CB
78
Commerce Bank
Missouri
$632K +$682K +17,600 New
EAM
79
Empirical Asset Management
Massachusetts
$618K -$145K -3,749 -18%
KFP
80
KMG Fiduciary Partners
Ohio
$616K +$5.19K +134 +0.8%
VNA
81
Valley National Advisers
Pennsylvania
$615K +$48.9K +1,262 +8%
OMC
82
Old Mission Capital
Illinois
$605K +$347K +8,963 +113%
PG
83
Patten Group
Tennessee
$547K -$25.8K -666 -4%
VWA
84
V Wealth Advisors
Kansas
$434K -$12.6K -326 -3%
ODG
85
O'Dell Group
Ohio
$427K +$461K +11,894 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$407K -$13.6K -352 -3%
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$380K +$410K +10,592 New
Mariner
88
Mariner
Kansas
$366K +$395K +10,196 New
IWM
89
IHT Wealth Management
Illinois
$362K +$390K +10,074 New
BFG
90
Beacon Financial Group
Texas
$352K – – –
PAG
91
Private Advisor Group
New Jersey
$340K +$367K +9,484 New
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$306K +$330K +8,531 New
USCWA
93
U.S. Capital Wealth Advisors
Texas
$292K – – –
AAS
94
Avantax Advisory Services
Texas
$290K +$2.87K +74 +0.9%
EWMCB
95
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$283K – – –
KWM
96
Kolinsky Wealth Management
New Jersey
$281K +$15.3K +394 +5%
AWM
97
Angeles Wealth Management
California
$274K +$15.3K +395 +5%
SF
98
Synovus Financial
Georgia
$268K +$116 +3 +0%
RA
99
RFG Advisory
Alabama
$265K +$13.9K +359 +6%
SFWC
100
Strategic Family Wealth Counselors
New Jersey
$258K +$194 +5 +0.1%
2 3
4
5 6

IHDG Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2022, worth a combined $768M — up 2.1% from $752M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 12 closed out — a net gain of 6 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $4.79M.

  • 141 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $768M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2022 was Kestra Advisory Services, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2022.