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WisdomTree International Hedged Quality Dividend Growth Fund

158 hedge funds and large institutions have $937M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 40

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

1% more funds holding

Funds holding: 156158 (+2)

0.61% less ownership

Funds ownership: 69.14%68.54% (-0.61%)

23% less capital invested

Capital invested by funds: $1.21B → $937M (-$277M)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.52%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
21
Increased
79
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Colorado Capital Management
Colorado
$808K -$10.6K -279 -1%
IA
77
Insight Advisors
Pennsylvania
$795K -$32.7K -858 -4%
ECM
78
Exchange Capital Management
Michigan
$782K +$53.8K +1,412 +8%
KFP
79
KMG Fiduciary Partners
Ohio
$738K +$2.78K +73 +0.4%
IFS
80
Ifrah Financial Services
Arkansas
$726K -$2.21K -58 -0.3%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$697K +$366K +9,602 +119%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$681K +$315K +8,270 +92%
RIA
83
Regal Investment Advisors
Michigan
$681K +$658K +17,272 New
SS
84
Simplicity Solutions
Minnesota
$641K +$619K +16,250 New
PFS
85
Prospera Financial Services
Texas
$625K +$604K +15,858 New
GWM
86
Geneos Wealth Management
Colorado
$624K +$80K +2,098 +15%
PG
87
Patten Group
Tennessee
$582K +$57.8K +1,516 +11%
ODG
88
O'Dell Group
Ohio
$581K +$64.6K +1,696 +13%
CWM
89
Cordatus Wealth Management
Pennsylvania
$561K +$35.1K +922 +7%
SFC
90
Strategic Financial Concepts
Texas
$546K +$528K +13,851 New
NRI
91
NFP Retirement Inc
California
$538K +$291K +7,632 +127%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$511K -$45.6K -1,196 -8%
LNC
93
Lincoln National Corp
Pennsylvania
$506K +$10.8K +283 +2%
DWM
94
Denver Wealth Management
Colorado
$465K +$21.9K +575 +5%
AWA
95
Arete Wealth Advisors
Illinois
$459K -$7.32K -192 -2%
LMKC
96
L.M. Kohn & Company
Ohio
$457K +$159K +4,178 +56%
BIP
97
Blueprint Investment Partners
North Carolina
$453K +$438K +11,500 New
EH
98
Equitable Holdings
New York
$451K +$216K +5,667 +98%
SIM
99
Stratos Investment Management
Ohio
$418K +$142K +3,725 +54%
SEP
100
Southland Equity Partners
Missouri
$408K +$23.4K +614 +6%