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WisdomTree International Hedged Quality Dividend Growth Fund

262 hedge funds and large institutions have $2.25B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

75% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 67

10% more funds holding

Funds holding: 239262 (+23)

7% more capital invested

Capital invested by funds: $2.11B → $2.25B (+$139M)

0.03% less ownership

Funds ownership: 74.21%74.18% (-0.03%)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
39
Increased
117
Reduced
67
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$3.02M +$275K +6,154 +10%
KWM
77
Kolinsky Wealth Management
New Jersey
$2.91M -$569K -12,753 -16%
AI
78
Atria Investments
North Carolina
$2.88M -$424K -9,508 -13%
SAM
79
Smartleaf Asset Management
Massachusetts
$2.83M +$83.9K +1,882 +3%
DADC
80
D.A. Davidson & Co
Montana
$2.81M +$128K +2,862 +5%
CWM
81
Congress Wealth Management
Massachusetts
$2.8M -$2.01K -45 -0.1%
SSWM
82
Sheets Smith Wealth Management
North Carolina
$2.78M +$4.73K +106 +0.2%
PS
83
Principal Securities
Iowa
$2.75M +$177K +3,974 +7%
ECM
84
Exchange Capital Management
Michigan
$2.69M +$306K +6,850 +12%
VWWMG
85
Vermillion & White Wealth Management Group
Pennsylvania
$2.65M +$18.9K +423 +0.7%
SRA
86
Secured Retirement Advisors
Minnesota
$2.57M +$49.2K +1,102 +2%
IAA
87
Independent Advisor Alliance
North Carolina
$2.54M +$2.61M +58,439 New
UAG
88
United Advisor Group
Ohio
$2.39M -$178K -3,990 -7%
MA
89
Mutual Advisors
Nebraska
$2.35M +$9.63K +216 +0.4%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$2.35M +$1.09M +24,405 +83%
DFA
91
DHJJ Financial Advisors
Illinois
$2.34M +$16.7K +374 +0.7%
RIS
92
Richmond Investment Services
Wisconsin
$2.34M +$2.4M +53,811 New
FCM
93
Fortis Capital Management
Washington
$2.3M +$214K +4,790 +10%
DFP
94
Defined Financial Planning
California
$2.21M +$2.27M +50,915 New
OC
95
Oppenheimer & Co
New York
$2.15M -$35.8K -803 -2%
ONB
96
Old National Bancorp
Indiana
$2.06M +$22.3K +501 +1%
FFN
97
Focus Financial Network
Minnesota
$1.89M +$34.1K +765 +2%
JWCA
98
J.W. Cole Advisors
Florida
$1.85M +$17K +381 +0.9%
SWM
99
SigFig Wealth Management
California
$1.75M +$271K +6,080 +18%
KPWS
100
Kestra Private Wealth Services
Texas
$1.74M +$314K +7,030 +21%