We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

156 hedge funds and large institutions have $1.21B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

58% more capital invested

Capital invested by funds: $768M → $1.21B (+$446M)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

11% more funds holding

Funds holding: 141 → 156 (+15)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

1.86% more ownership

Funds ownership: 67.28% → 69.14% (+1.9%)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
31
Increased
57
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$19.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.5M
3
PAG
Private Advisor Group
New Jersey
+$11.3M
4
LPL Financial
LPL Financial
California
+$10.9M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$10.5M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
-$26.4M
2
Wells Fargo
Wells Fargo
California
-$22M
3
UBS Group
UBS Group
Switzerland
-$9.19M
4
MAC
Mason & Associates (California)
California
-$6.52M
5
FA
FDx Advisors
Illinois
-$6.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
101
CIBC World Market
Ontario, Canada
$324K +$344K +9,080 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$321K +$18.1K +478 +6%
AWM
103
Angeles Wealth Management
California
$289K +$18.9K +500 +7%
HAS
104
HBW Advisory Services
California
$288K +$306K +8,081 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$288K +$306K +8,083 New
EWMCB
106
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$281K – – –
USCWA
107
U.S. Capital Wealth Advisors
Texas
$272K -$18.9K -500 -6%
KWM
108
Kolinsky Wealth Management
New Jersey
$266K -$14.1K -372 -5%
LMKC
109
L.M. Kohn & Company
Ohio
$264K +$37.9K +1,001 +16%
RA
110
RFG Advisory
Alabama
$264K -$4.28K -113 -2%
SFWC
111
Strategic Family Wealth Counselors
New Jersey
$258K +$1.97K +52 +0.7%
BAM
112
Belpointe Asset Management
Nevada
$257K -$574K -15,148 -68%
TAM
113
Townsend Asset Management
North Carolina
$252K +$6.63K +175 +3%
SIM
114
Stratos Investment Management
Ohio
$245K +$260K +6,878 New
AIM
115
Aspen Investment Management
Michigan
$233K – – –
JCM
116
Jacobi Capital Management
Pennsylvania
$233K +$11.9K +315 +5%
HA
117
Herold Advisors
New York
$233K +$247K +6,526 New
ML
118
Mayport LLC
Massachusetts
$231K – – –
RJT
119
Raymond James Trust
Florida
$229K – – –
GWA
120
GGM Wealth Advisors
Maryland
$221K -$18.3K -484 -8%
Citigroup
121
Citigroup
New York
$219K +$25.4K +670 +12%
NRI
122
NFP Retirement Inc
California
$215K – – –
WH
123
Willner & Heller
California
$214K -$30.5K -804 -12%
EH
124
Equitable Holdings
New York
$206K -$31.6K -835 -13%
IA
125
IFP Advisors
Florida
$153K – – –
3 4
5
6 7

IHDG Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2022, worth a combined $1.21B — up 58% from $768M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IHDG positions and 13 closed out — a net gain of 18 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Pathstone Family Office, adding an estimated $19.3M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $26.4M sold.

  • 156 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $1.21B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2022, up 58% quarter-over-quarter.
  • 31 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2022 and 13 closed out, a net change of +18 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2022 was Pathstone Family Office, an estimated $19.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2022 was SPC Financial Inc, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2022.