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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

239 hedge funds and large institutions have $2.11B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 64

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $2B → $2.11B (+$111M)

3% more funds holding

Funds holding: 233 → 239 (+6)

2.63% less ownership

Funds ownership: 76.84% → 74.21% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 26 → 24 (-2)

Holders
239
Holders Change
+6
Holders Change %
+2.58%
% of All Funds
3.43%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.34%
New
24
Increased
121
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
Falcon Wealth Planning
California
+$31.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.3M
3
BI
Berkeley Inc
Idaho
+$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M
5
Ameriprise
Ameriprise
Minnesota
+$7.66M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$43.2M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$17.1M
3
MML Investors Services
MML Investors Services
Massachusetts
-$12.9M
4
LPL Financial
LPL Financial
California
-$11.8M
5
KAS
Kestra Advisory Services
Texas
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$3.68M +$910K +20,155 +33%
KWM
77
Kolinsky Wealth Management
New Jersey
$3.64M +$428K +9,466 +13%
SFS
78
Sowell Financial Services
Arkansas
$3.53M +$392K +8,675 +13%
AI
79
Atria Investments
North Carolina
$3.46M -$1.64M -36,313 -32%
CWM
80
Congress Wealth Management
Massachusetts
$2.94M – – –
SSWM
81
Sheets Smith Wealth Management
North Carolina
$2.92M -$64.9K -1,436 -2%
SAM
82
Smartleaf Asset Management
Massachusetts
$2.89M +$2.86M +63,270 New
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$2.87M -$387K -8,578 -12%
DADC
84
D.A. Davidson & Co
Montana
$2.82M +$271 +6 +0%
WWM
85
Western Wealth Management
Colorado
$2.81M +$2M +44,212 +258%
VWWMG
86
Vermillion & White Wealth Management Group
Pennsylvania
$2.76M -$1.81M -39,983 -40%
PS
87
Principal Securities
Iowa
$2.71M +$85K +1,881 +3%
UAG
88
United Advisor Group
Ohio
$2.69M +$478K +10,592 +22%
SRA
89
Secured Retirement Advisors
Minnesota
$2.65M -$16.4K -364 -0.6%
ECM
90
Exchange Capital Management
Michigan
$2.52M +$357K +7,899 +17%
GWSG
91
GPS Wealth Strategies Group
Colorado
$2.5M +$2.46M +54,391 +18,130%
DFA
92
DHJJ Financial Advisors
Illinois
$2.44M +$61.2K +1,356 +3%
MA
93
Mutual Advisors
Nebraska
$2.37M +$26.8K +594 +1%
OC
94
Oppenheimer & Co
New York
$2.29M +$348K +7,702 +18%
FCM
95
Fortis Capital Management
Washington
$2.2M +$660K +14,620 +44%
ONB
96
Old National Bancorp
Indiana
$2.15M – – –
FFN
97
Focus Financial Network
Minnesota
$1.94M -$31.3K -693 -2%
JWCA
98
J.W. Cole Advisors
Florida
$1.93M +$309K +6,840 +19%
CCM
99
Condor Capital Management
New Jersey
$1.7M +$63K +1,396 +4%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$1.7M +$5.01K +111 +0.3%
2 3
4
5 6