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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

142 hedge funds and large institutions have $815M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

4% more funds holding

Funds holding: 136 → 142 (+6)

2% more capital invested

Capital invested by funds: $795M → $815M (+$19.6M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

21.88% less ownership

Funds ownership: 91.46% → 69.58% (-22%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
18
Increased
66
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$14.6M
2
UBS Group
UBS Group
Switzerland
+$7.48M
3
LPL Financial
LPL Financial
California
+$5.89M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$3.82M

Top Sellers

Rank Fund Capital Flow
1
CP
Castleview Partners
Texas
-$235M
2
WMG
WESCAP Management Group
California
-$2.4M
3
CA
Cetera Advisors
Colorado
-$1.78M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.44M
5
SSWM
Sheets Smith Wealth Management
North Carolina
-$910K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
101
RFG Advisory
Alabama
$252K +$26.5K +617 +12%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$251K – – –
HighTower Advisors
103
HighTower Advisors
Illinois
$250K +$26.4K +616 +12%
AWA
104
Arete Wealth Advisors
Illinois
$239K -$386 -9 -0.2%
OC
105
Oarsman Capital
Wisconsin
$229K – – –
SWP
106
Stratos Wealth Partners
Ohio
$226K -$68.2K -1,591 -23%
CWA
107
Centennial Wealth Advisory
Michigan
$222K -$22.4K -523 -9%
LNC
108
Lincoln National Corp
Pennsylvania
$217K +$300 +7 +0.1%
KWM
109
Kingsview Wealth Management
Oregon
$216K -$81.7K -1,905 -27%
SA
110
Stewardship Advisors
Pennsylvania
$210K -$10.6K -247 -5%
FTUS
111
Flow Traders U.S.
New York
$208K -$90.4K -2,109 -30%
HA
112
Herold Advisors
New York
$169K +$169K +3,942 New
ACA
113
Aptus Capital Advisors
Alabama
$162K – – –
IA
114
IFP Advisors
Florida
$153K +$99.2K +2,313 +98%
TCWA
115
Ten Capital Wealth Advisors
Washington
$148K -$35.8K -834 -20%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$137K +$54.7K +1,275 +67%
FFC
117
First Financial Corp
Indiana
$122K – – –
LWP
118
Laurel Wealth Planning
Minnesota
$89K -$18.4K -430 -17%
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$85K +$12.7K +296 +18%
Citigroup
120
Citigroup
New York
$84K +$83.4K +1,946 New
IWP
121
IAG Wealth Partners
Wisconsin
$80K – – –
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$72K +$50.2K +1,171 +224%
PGAM
123
Princeton Global Asset Management
New Jersey
$70K – – –
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$55.6K – – –
MRCM
125
M&R Capital Management
New Jersey
$42K – – –
3 4
5
6 7

IHDG Hedge Fund Activity: Q1 2022 in Review

142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2022, worth a combined $815M — up 2.5% from $795M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 9 closed out — a net gain of 9 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.6M. The largest seller was Castleview Partners, cutting an estimated $235M.

  • 142 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $815M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2022 and 9 closed out, a net change of +9 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2022 was Wells Fargo, an estimated $14.6M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2022 was Castleview Partners, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2022.