We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund

156 hedge funds and large institutions have $1.21B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

58% more capital invested

Capital invested by funds: $768M → $1.21B (+$446M)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

11% more funds holding

Funds holding: 141156 (+15)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.86% more ownership

Funds ownership: 67.28%69.14% (+1.9%)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
31
Increased
57
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Insight Advisors
Pennsylvania
$765K -$138K -3,632 -15%
PA
77
PFG Advisors
Arizona
$761K +$809K +21,357 New
CCM
78
Colorado Capital Management
Colorado
$741K -$51.1K -1,350 -6%
KFP
79
KMG Fiduciary Partners
Ohio
$664K +$56.3K +1,487 +9%
IFS
80
Ifrah Financial Services
Arkansas
$658K -$448K -11,816 -39%
ECM
81
Exchange Capital Management
Michigan
$657K -$437K -11,530 -38%
EAM
82
Empirical Asset Management
Massachusetts
$590K -$24.4K -644 -4%
IWM
83
IHT Wealth Management
Illinois
$505K +$156K +4,109 +41%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$505K +$107K +2,812 +25%
GWM
85
Geneos Wealth Management
Colorado
$489K +$271K +7,151 +109%
CWM
86
Cordatus Wealth Management
Pennsylvania
$474K +$504K +13,301 New
PG
87
Patten Group
Tennessee
$472K -$64.3K -1,698 -11%
ODG
88
O'Dell Group
Ohio
$464K +$43.1K +1,139 +10%
LNC
89
Lincoln National Corp
Pennsylvania
$448K +$476K +12,562 New
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$414K +$38.4K +1,014 +10%
DWM
91
Denver Wealth Management
Colorado
$400K +$425K +11,232 New
VWA
92
V Wealth Advisors
Kansas
$389K -$44.5K -1,175 -10%
BFAG
93
Blackston Financial Advisory Group
Florida
$384K +$408K +10,769 New
VNA
94
Valley National Advisers
Pennsylvania
$375K -$252K -6,644 -40%
BFG
95
Beacon Financial Group
Texas
$352K
SEP
96
Southland Equity Partners
Missouri
$347K +$369K +9,739 New
WWM
97
Western Wealth Management
Colorado
$341K +$362K +9,566 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$338K +$137K +3,628 +62%
AAS
99
Avantax Advisory Services
Texas
$337K +$52.2K +1,377 +17%
GSIAS
100
Garden State Investment Advisory Services
New Jersey
$334K +$355K +9,374 New