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WisdomTree International Hedged Quality Dividend Growth Fund

203 hedge funds and large institutions have $1.19B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 41

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 182203 (+21)

7% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$76.8M)

1.83% more ownership

Funds ownership: 68.52%70.35% (+1.8%)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
33
Increased
103
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFS
101
Ifrah Financial Services
Arkansas
$720K +$1.27K +32 +0.2%
HAS
102
HBW Advisory Services
California
$719K +$68.2K +1,723 +10%
GWM
103
Geneos Wealth Management
Colorado
$718K +$17.8K +450 +2%
IA
104
Insight Advisors
Pennsylvania
$716K -$16.7K -421 -2%
CCM
105
Colorado Capital Management
Colorado
$706K -$19K -480 -3%
RIA
106
Regal Investment Advisors
Michigan
$699K -$5.26K -133 -0.7%
PG
107
Patten Group
Tennessee
$695K +$58.6K +1,481 +9%
I2I
108
Insight 2811 Inc
Illinois
$658K -$20.9K -529 -3%
SDH
109
Sloy Dahl & Holst
Washington
$655K +$59.7K +1,510 +10%
DWM
110
Denver Wealth Management
Colorado
$653K +$206K +5,210 +45%
AWA
111
Amplius Wealth Advisors
Pennsylvania
$643K -$150K -3,800 -19%
IWM
112
IHT Wealth Management
Illinois
$635K -$1.91M -48,394 -75%
LMKC
113
L.M. Kohn & Company
Ohio
$598K +$64.1K +1,620 +12%
CWM
114
Cordatus Wealth Management
Pennsylvania
$596K +$18.4K +464 +3%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$569K +$63.5K +1,605 +12%
SEP
116
Southland Equity Partners
Missouri
$565K +$158K +4,002 +38%
WWM
117
Western Wealth Management
Colorado
$545K +$119K +3,005 +27%
NRI
118
NFP Retirement Inc
California
$531K +$2.1K +53 +0.4%
FAIM
119
Financial Advocates Investment Management
Washington
$523K -$10.1K -255 -2%
DWM
120
Drive Wealth Management
Utah
$517K +$528K +13,351 New
LNC
121
Lincoln National Corp
Pennsylvania
$503K +$2.85K +72 +0.6%
HA
122
Herold Advisors
New York
$495K -$146K -3,689 -22%
SS
123
Simplicity Solutions
Minnesota
$478K -$282K -7,133 -37%
MIM
124
MTM Investment Management
South Carolina
$470K +$11.1K +280 +2%
AAS
125
Avantax Advisory Services
Texas
$464K +$130K +3,275 +38%

IHDG Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2023, worth a combined $1.19B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IHDG positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 41 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $37.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $16M sold.

  • 203 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.19B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 33 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $37.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2023 was FDx Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.