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WisdomTree International Hedged Quality Dividend Growth Fund

233 hedge funds and large institutions have $2B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 44

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.73B → $2B (+$270M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.97% more ownership

Funds ownership: 72.88%76.84% (+4%)

2% more funds holding

Funds holding: 228233 (+5)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
32
Increased
123
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
101
Patten Group
Tennessee
$1.33M +$29.4K +646 +2%
IA
102
IFP Advisors
Florida
$1.25M -$1.93M -42,481 -61%
NFG
103
Nations Financial Group
Iowa
$1.25M -$134K -2,942 -10%
SWM
104
SigFig Wealth Management
California
$1.22M +$1.22M +26,862 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$1.21M +$70.9K +1,557 +6%
CAL
106
Capital Advisors Ltd
Ohio
$1.19M
CAM
107
Cozad Asset Management
Illinois
$1.14M -$19.2K -421 -2%
KPWS
108
Kestra Private Wealth Services
Texas
$1.11M +$183K +4,025 +20%
AWS
109
Atria Wealth Solutions
New York
$1.07M +$409K +8,988 +62%
DWM
110
Denver Wealth Management
Colorado
$1M -$3.82K -84 -0.4%
ODG
111
O'Dell Group
Ohio
$999K
HAS
112
HBW Advisory Services
California
$971K +$118K +2,593 +14%
JCM
113
Jacobi Capital Management
Pennsylvania
$968K -$5.1K -112 -0.5%
BFWM
114
Bright Futures Wealth Management
New York
$963K +$72.8K +1,600 +8%
DWM
115
Drive Wealth Management
Utah
$960K +$94.4K +2,073 +11%
SEP
116
Southland Equity Partners
Missouri
$948K +$126K +2,757 +15%
PFS
117
Prospera Financial Services
Texas
$931K +$911 +20 +0.1%
MWM
118
Mission Wealth Management
California
$926K -$9.91M -217,655 -91%
KFP
119
KMG Fiduciary Partners
Ohio
$910K +$6.19K +136 +0.7%
BMCM
120
Burns Matteson Capital Management
New York
$907K +$259K +5,692 +40%
HCM
121
Hollencrest Capital Management
California
$904K +$660K +14,500 +272%
SDH
122
Sloy Dahl & Holst
Washington
$833K +$10K +220 +1%
PTP
123
Platform Technology Partners
New York
$831K +$830K +18,232 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$808K +$28.3K +622 +4%
AAS
125
Avantax Advisory Services
Texas
$791K +$157K +3,459 +25%