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WisdomTree International Hedged Quality Dividend Growth Fund

138 hedge funds and large institutions have $752M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

1.13% less ownership

Funds ownership: 69.58%68.45% (-1.1%)

3% less funds holding

Funds holding: 142138 (-4)

8% less capital invested

Capital invested by funds: $815M → $752M (-$62.8M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.32%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
13
Increased
60
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
101
GGM Wealth Advisors
Maryland
$243K +$262K +6,443 New
RJT
102
Raymond James Trust
Florida
$240K +$262K +6,428 New
APA
103
American Portfolios Advisors
New York
$229K -$65.9K -1,620 -21%
D
104
Diversified
Delaware
$228K -$14K -343 -5%
LMKC
105
L.M. Kohn & Company
Ohio
$226K +$246K +6,034 New
JCM
106
Jacobi Capital Management
Pennsylvania
$225K -$5.86K -144 -2%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$219K
NRI
108
NFP Retirement Inc
California
$216K +$235K +5,784 New
UWM
109
Urban Wealth Management
California
$204K +$222K +5,446 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$189K +$75.6K +1,857 +58%
IA
111
IFP Advisors
Florida
$153K
ACA
112
Aptus Capital Advisors
Alabama
$141K
GWANC
113
Guardian Wealth Advisors (North Carolina)
North Carolina
$141K +$153K +3,770 New
TCWA
114
Ten Capital Wealth Advisors
Washington
$129K +$285 +7 +0.2%
FFC
115
First Financial Corp
Indiana
$122K +$16.3K +400 +14%
Citigroup
116
Citigroup
New York
$109K +$39.5K +970 +50%
LWP
117
Laurel Wealth Planning
Minnesota
$77K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$74K
BMD
119
Better Money Decisions
New Mexico
$70K -$215K -5,283 -74%
IWP
120
IAG Wealth Partners
Wisconsin
$70K
PGAM
121
Princeton Global Asset Management
New Jersey
$61K
MRCM
122
M&R Capital Management
New Jersey
$37K
FHA
123
First Horizon Advisors
Tennessee
$30K +$15.1K +372 +86%
LPP
124
Life Planning Partners
Florida
$22K
US Bancorp
125
US Bancorp
Minnesota
$19K -$8.02K -197 -28%