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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

239 hedge funds and large institutions have $2.11B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 121 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 64

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $2B → $2.11B (+$111M)

3% more funds holding

Funds holding: 233 → 239 (+6)

2.63% less ownership

Funds ownership: 76.84% → 74.21% (-2.6%)

8% less funds holding in top 10

Funds holding in top 10: 26 → 24 (-2)

Holders
239
Holders Change
+6
Holders Change %
+2.58%
% of All Funds
3.43%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.34%
New
24
Increased
121
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
Falcon Wealth Planning
California
+$31.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.3M
3
BI
Berkeley Inc
Idaho
+$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M
5
Ameriprise
Ameriprise
Minnesota
+$7.66M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$43.2M
2
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Texas
-$17.1M
3
MML Investors Services
MML Investors Services
Massachusetts
-$12.9M
4
LPL Financial
LPL Financial
California
-$11.8M
5
KAS
Kestra Advisory Services
Texas
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
101
Rehmann Capital Advisory Group
Michigan
$1.66M +$11.3K +250 +0.7%
FHC
102
First Heartland Consultants
Missouri
$1.62M -$1.62M -35,855 -50%
SWM
103
SigFig Wealth Management
California
$1.56M +$330K +7,296 +27%
SA
104
Sanctuary Advisors
Indiana
$1.52M +$201K +4,451 +15%
KPWS
105
Kestra Private Wealth Services
Texas
$1.51M +$394K +8,719 +36%
TFM
106
Trademark Financial Management
Minnesota
$1.46M -$193K -4,270 -12%
IA
107
IFP Advisors
Florida
$1.44M +$187K +4,141 +15%
Comerica Bank
108
Comerica Bank
Texas
$1.44M +$81.8K +1,811 +6%
MWM
109
Mission Wealth Management
California
$1.41M +$477K +10,554 +52%
SEP
110
Southland Equity Partners
Missouri
$1.39M +$430K +9,519 +46%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$1.35M +$866K +19,173 +185%
PWA
112
PCG Wealth Advisors
Kansas
$1.34M +$1.09M +24,123 +461%
EH
113
Equitable Holdings
New York
$1.29M +$808K +17,882 +172%
DWM
114
Drive Wealth Management
Utah
$1.28M +$316K +7,003 +33%
IWC
115
Integrated Wealth Concepts
Massachusetts
$1.27M +$55.4K +1,226 +5%
VNA
116
Valley National Advisers
Pennsylvania
$1.25M -$428K -9,483 -26%
AWS
117
Atria Wealth Solutions
New York
$1.24M +$170K +3,753 +16%
NFG
118
Nations Financial Group
Iowa
$1.22M -$26.6K -588 -2%
BMCM
119
Burns Matteson Capital Management
New York
$1.16M +$244K +5,401 +27%
CAM
120
Cozad Asset Management
Illinois
$1.14M -$8.76K -194 -0.8%
CAL
121
Capital Advisors Ltd
Ohio
$1.12M -$74.7K -1,654 -6%
NS
122
NBC Securities
Alabama
$1.03M +$1.02M +22,490 New
SFC
123
Strategic Financial Concepts
Texas
$1.02M -$43.2M -956,255 -98%
ODG
124
O'Dell Group
Ohio
$993K -$903 -20 -0.1%
DWM
125
Denver Wealth Management
Colorado
$988K -$17.5K -388 -2%
3 4
5
6 7