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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

141 hedge funds and large institutions have $768M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

2% more funds holding

Funds holding: 138 → 141 (+3)

2% more capital invested

Capital invested by funds: $752M → $768M (+$16M)

1.16% less ownership

Funds ownership: 68.45% → 67.28% (-1.2%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
18
Increased
61
Reduced
36
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.1M
2
CWA
Choice Wealth Advisors
Maine
+$12M
3
Jane Street
Jane Street
New York
+$10.7M
4
Morgan Stanley
Morgan Stanley
New York
+$10.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.79M
2
Bank of America
Bank of America
North Carolina
-$3.11M
3
VWM
Venturi Wealth Management
Texas
-$2.96M
4
UCFA
United Capital Financial Advisors
Texas
-$2.19M
5
FTUS
Flow Traders U.S.
New York
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
Townsend Asset Management
North Carolina
$247K +$620 +16 +0.2%
WH
102
Willner & Heller
California
$244K -$12.7K -328 -5%
GWA
103
GGM Wealth Advisors
Maryland
$242K -$1.94K -50 -0.8%
EH
104
Equitable Holdings
New York
$237K +$256K +6,613 New
GWM
105
Geneos Wealth Management
Colorado
$236K -$9.68K -250 -4%
AIM
106
Aspen Investment Management
Michigan
$235K – – –
ML
107
Mayport LLC
Massachusetts
$233K – – –
RJT
108
Raymond James Trust
Florida
$231K – – –
LMKC
109
L.M. Kohn & Company
Ohio
$230K +$15K +388 +6%
JCM
110
Jacobi Capital Management
Pennsylvania
$223K +$7.67K +198 +3%
NRI
111
NFP Retirement Inc
California
$216K +$9.37K +242 +4%
SIM
112
Seaview Investment Managers
Florida
$213K +$230K +5,942 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$210K – – –
Renaissance Technologies
114
Renaissance Technologies
New York
$200K +$216K +5,575 New
Citigroup
115
Citigroup
New York
$197K +$99.6K +2,572 +88%
APA
116
American Portfolios Advisors
New York
$191K -$30.2K -780 -13%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$160K -$22.5K -582 -12%
IA
118
IFP Advisors
Florida
$153K – – –
ACA
119
Aptus Capital Advisors
Alabama
$135K – – –
GWANC
120
Guardian Wealth Advisors (North Carolina)
North Carolina
$135K – – –
TCWA
121
Ten Capital Wealth Advisors
Washington
$124K – – –
FFC
122
First Financial Corp
Indiana
$117K – – –
IWP
123
IAG Wealth Partners
Wisconsin
$76K +$9.68K +250 +13%
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$71K – – –
PGAM
125
Princeton Global Asset Management
New Jersey
$59K – – –
3 4
5
6 7

IHDG Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2022, worth a combined $768M — up 2.1% from $752M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 12 closed out — a net gain of 6 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $4.79M.

  • 141 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $768M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2022 was Kestra Advisory Services, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2022.