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WisdomTree International Hedged Quality Dividend Growth Fund

203 hedge funds and large institutions have $1.19B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 41

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 182203 (+21)

7% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$76.8M)

1.83% more ownership

Funds ownership: 68.52%70.35% (+1.8%)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
33
Increased
103
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$1.77M +$150K +3,800 +9%
LFAS
77
Level Four Advisory Services
Texas
$1.77M +$188K +4,750 +12%
ZIMP
78
Zimmermann Investment Management & Planning
Pennsylvania
$1.71M +$1.74M +44,105 New
OMC
79
Old Mission Capital
Illinois
$1.64M +$373K +9,418 +29%
BFG
80
Beacon Financial Group
Texas
$1.58M +$1.25M +31,517 New
LFGH
81
Lee Financial Group Hawaii
Hawaii
$1.5M +$831 +21 +0.1%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$1.43M +$79 +2 +0%
KWM
83
Kingsview Wealth Management
Oregon
$1.3M +$1.33M +33,673 New
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.29M +$346K +8,739 +36%
CCM
85
Condor Capital Management
New Jersey
$1.22M +$50.1K +1,266 +4%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$1.15M +$28.1K +710 +2%
NFG
87
Nations Financial Group
Iowa
$1.14M +$418K +10,574 +56%
ECM
88
Exchange Capital Management
Michigan
$1.12M +$240K +6,075 +27%
AI
89
Atria Investments
North Carolina
$1.03M +$1.05M +26,537 New
CAL
90
Capital Advisors Ltd
Ohio
$1.01M
CAM
91
Cozad Asset Management
Illinois
$999K +$40 +1 +0%
IWC
92
Integrated Wealth Concepts
Massachusetts
$972K +$47.5K +1,202 +5%
ODG
93
O'Dell Group
Ohio
$903K +$1.66K +42 +0.2%
MFG
94
Merit Financial Group
Georgia
$896K -$36.4K -919 -4%
SFC
95
Strategic Financial Concepts
Texas
$851K +$314K +7,941 +57%
JCM
96
Jacobi Capital Management
Pennsylvania
$815K -$3.96K -100 -0.5%
JWCA
97
J.W. Cole Advisors
Florida
$797K +$155K +3,918 +24%
KFP
98
KMG Fiduciary Partners
Ohio
$762K +$1.38K +35 +0.2%
CA
99
Cetera Advisors
Colorado
$751K +$35.2K +890 +5%
PFS
100
Prospera Financial Services
Texas
$720K +$18.4K +466 +3%

IHDG Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2023, worth a combined $1.19B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IHDG positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 41 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $37.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $16M sold.

  • 203 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.19B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 33 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $37.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2023 was FDx Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.