WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
99 hedge funds and large institutions have $326M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more funds holding
Funds holding: 88 → 99 (+11)
4.33% more ownership
Funds ownership: 52.71% → 57.04% (+4.3%)
4% more capital invested
Capital invested by funds: $314M → $326M (+$11.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13.3M |
| 3 |
WMG
WESCAP Management Group
Glendale,
California
|
+$8.65M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$7.28M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Americana Partners
Houston,
Texas
|
-$7.99M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.65M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$3.03M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.51M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
101
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$450K | -12,385 | Closed |
|
|
LA
102
LVW Advisors
Pittsford,
New York
| – | -$393K | -10,821 | Closed |
|
103
Truist Financial
Charlotte,
North Carolina
| – | -$261K | -7,186 | Closed |
|
104
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$113K | -3,111 | Closed |
|
|
IWA
105
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$16K | -425 | Closed |
|
|
IFWM
106
Institute for Wealth Management
Denver,
Colorado
| – | -$6K | -161 | Closed |
|
IHDG Hedge Fund Activity: Q1 2020 in Review
99 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2020, worth a combined $326M — up 3.8% from $314M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IHDG positions and 7 closed out — a net gain of 14 holders — while 39 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was Americana Partners, cutting an estimated $7.99M.
- 99 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2020, up from 88 in Q4 2019.
- Funds reported $326M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2020, up 3.8% quarter-over-quarter.
- 21 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +14 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2020 was Morgan Stanley, an estimated $29.6M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2020 was Americana Partners, an estimated $7.99M sold.
Based on aggregated 13F filings for Q1 2020.