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WisdomTree International Hedged Quality Dividend Growth Fund

233 hedge funds and large institutions have $2B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 44

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.73B → $2B (+$270M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.97% more ownership

Funds ownership: 72.88%76.84% (+4%)

2% more funds holding

Funds holding: 228233 (+5)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
32
Increased
123
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$3.13M -$453K -9,952 -13%
SSWM
77
Sheets Smith Wealth Management
North Carolina
$2.98M -$701K -15,403 -19%
CWM
78
Congress Wealth Management
Massachusetts
$2.94M -$10.2K -223 -0.3%
KWM
79
Kingsview Wealth Management
Oregon
$2.83M +$2.83M +62,114 New
DADC
80
D.A. Davidson & Co
Montana
$2.82M +$272K +5,975 +11%
JP Morgan Chase
81
JP Morgan Chase
New York
$2.75M +$556K +12,205 +25%
RFM
82
Royal Fund Management
Florida
$2.71M -$605K -13,284 -18%
SRA
83
Secured Retirement Advisors
Minnesota
$2.66M -$31.6K -695 -1%
PS
84
Principal Securities
Iowa
$2.62M -$61.6K -1,353 -2%
DFA
85
DHJJ Financial Advisors
Illinois
$2.37M +$95.6K +2,099 +4%
MA
86
Mutual Advisors
Nebraska
$2.35M +$61.8K +1,358 +3%
UAG
87
United Advisor Group
Ohio
$2.2M +$297K +6,521 +16%
ECM
88
Exchange Capital Management
Michigan
$2.15M +$161K +3,535 +8%
ONB
89
Old National Bancorp
Indiana
$2.14M
FFN
90
Focus Financial Network
Minnesota
$1.98M +$98.6K +2,166 +5%
OC
91
Oppenheimer & Co
New York
$1.94M -$1.16M -25,544 -38%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$1.69M
VNA
93
Valley National Advisers
Pennsylvania
$1.68M +$191K +4,198 +13%
TFM
94
Trademark Financial Management
Minnesota
$1.65M +$489K +10,748 +42%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$1.64M +$127K +2,791 +8%
CCM
96
Condor Capital Management
New Jersey
$1.64M +$70.6K +1,550 +5%
JWCA
97
J.W. Cole Advisors
Florida
$1.61M +$323K +7,095 +25%
FCM
98
Fortis Capital Management
Washington
$1.53M +$350K +7,691 +30%
Comerica Bank
99
Comerica Bank
Texas
$1.35M +$1.11M +24,284 +449%
SA
100
Sanctuary Advisors
Indiana
$1.34M +$1.36M +29,885 New