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WisdomTree International Hedged Quality Dividend Growth Fund

117 hedge funds and large institutions have $551M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $519M → $551M (+$31.9M)

5% more funds holding

Funds holding: 111117 (+6)

0.37% more ownership

Funds ownership: 60.69%61.07% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
44
Reduced
39
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
101
Semmax Financial Advisors
North Carolina
$32K +$31.8K +781 New
TCM
102
TD Capital Management
Tennessee
$29K +$28.5K +700 New
GI
103
Gradient Investments
Minnesota
$21K
NFG
104
Next Financial Group
Texas
$18K
PCG
105
Private Capital Group
Connecticut
$16K
HI
106
Harbour Investments
Wisconsin
$16K +$15.7K +385 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$6.18K -152 -35%
VFA
108
Valeo Financial Advisors
Indiana
$12K
FEG
109
Financial Enhancement Group
Indiana
$9K -$285 -7 -3%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$8K -$141K -3,471 -94%
Citigroup
111
Citigroup
New York
$8K
AA
112
Ancora Advisors
Ohio
$6K
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$5K +$5.41K +133 New
CI
114
CX Institutional
Indiana
$3K
JP Morgan Chase
115
JP Morgan Chase
New York
$2K -$15.2K -374 -90%
TFGT
116
TS Financial Group (TSFG)
Illinois
$2K
BWL
117
Bogart Wealth LLC
Virginia
$1K
SS
118
Simplicity Solutions
Minnesota
-$3.7M -93,991 Closed
Citadel Advisors
119
Citadel Advisors
Florida
-$2.29M -58,170 Closed
SHJ
120
Sharkey, Howes & Javer
Colorado
-$786K -19,980 Closed
CWM
121
Cornerstone Wealth Management
Missouri
-$213K -5,407 Closed
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
-$31K -750 Closed

IHDG Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2021, worth a combined $551M — up 6.2% from $519M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IHDG positions and 5 closed out — a net gain of 6 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $10.9M. The largest seller was Raymond James & Associates, cutting an estimated $10.3M.

  • 117 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $551M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2021 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2021 was Ameritas Investment Company, an estimated $10.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2021 was Raymond James & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.