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WisdomTree International Hedged Quality Dividend Growth Fund

127 hedge funds and large institutions have $688M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

3% more funds holding

Funds holding: 123127 (+4)

1.98% more ownership

Funds ownership: 63.59%65.57% (+2%)

3% more capital invested

Capital invested by funds: $667M → $688M (+$21.2M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
2.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
12
Increased
64
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
101
First Financial Corp
Indiana
$123K
LWP
102
Laurel Wealth Planning
Minnesota
$108K
FHA
103
First Horizon Advisors
Tennessee
$87K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$82K +$91 +2 +0.1%
IWP
105
IAG Wealth Partners
Wisconsin
$81K
CFA
106
Carroll Financial Associates
North Carolina
$79K
IA
107
IFP Advisors
Florida
$79K
OSAM
108
O'Shaughnessy Asset Management
Connecticut
$73K
PGAM
109
Princeton Global Asset Management
New Jersey
$71K
NFG
110
Next Financial Group
Texas
$61K +$44.8K +990 +233%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$55.9K +$58.7K +1,296 New
MRCM
112
M&R Capital Management
New Jersey
$43K
TCM
113
TD Capital Management
Tennessee
$34K +$408 +9 +1%
GI
114
Gradient Investments
Minnesota
$22K
PCG
115
Private Capital Group
Connecticut
$17K
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$3.53K +78 +25%
HI
117
Harbour Investments
Wisconsin
$14K -$2.72K -60 -16%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$10K -$15.2K -336 -60%
FEG
119
Financial Enhancement Group
Indiana
$9K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$9K
AA
121
Ancora Advisors
Ohio
$6K
NFSG
122
Newbridge Financial Services Group
Florida
$6K +$3.17K +70 +101%
BWL
123
Bogart Wealth LLC
Virginia
$3K +$997 +22 +44%
GRP
124
Global Retirement Partners
California
$3K +$3.44K +76 New
JP Morgan Chase
125
JP Morgan Chase
New York
$2K

IHDG Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2021, worth a combined $688M — up 3.2% from $667M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHDG positions and 6 closed out — a net gain of 6 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $23.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.45M sold.

  • 127 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $688M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 12 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2021 was Ameritas Investment Company, an estimated $23.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2021 was Flow Traders U.S., an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2021.