WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
111 hedge funds and large institutions have $519M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
12% more capital invested
Capital invested by funds: $463M → $519M (+$56M)
8% more funds holding
Funds holding: 103 → 111 (+8)
2.89% more ownership
Funds ownership: 57.8% → 60.69% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$4.96M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.68M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$6.87M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$4.65M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$3.61M |
| 4 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$3.22M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.67M |
IHDG Hedge Fund Activity: Q4 2020 in Review
111 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2020, worth a combined $519M — up 12% from $463M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IHDG positions and 5 closed out — a net gain of 11 holders — while 38 added to existing stakes and 32 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $4.96M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $6.87M.
- 111 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2020, up from 103 in Q3 2020.
- Funds reported $519M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
- 16 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2020 and 5 closed out, a net change of +11 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2020 was Pathstone Family Office, an estimated $4.96M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2020 was Sharkey, Howes & Javer, an estimated $6.87M sold.
Based on aggregated 13F filings for Q4 2020.