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WisdomTree International Hedged Quality Dividend Growth Fund

138 hedge funds and large institutions have $752M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

1.13% less ownership

Funds ownership: 69.58%68.45% (-1.1%)

3% less funds holding

Funds holding: 142138 (-4)

8% less capital invested

Capital invested by funds: $815M → $752M (-$62.8M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.32%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
13
Increased
60
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
Gradient Investments
Minnesota
$19K
National Bank of Canada
127
National Bank of Canada
Quebec, Canada
$15K
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$3.62K +89 +36%
HI
129
Harbour Investments
Wisconsin
$12K +$13.2K +325 New
MBFW
130
Morton Brown Family Wealth
Pennsylvania
$7K
AA
131
Ancora Advisors
Ohio
$6K
NFSG
132
Newbridge Financial Services Group
Florida
$5K
SL
133
Savior LLC
Massachusetts
$5K +$4.96K +122 New
OA
134
Operose Advisors
Wisconsin
$4K
BWL
135
Bogart Wealth LLC
Virginia
$4K +$204 +5 +5%
TFGT
136
TS Financial Group (TSFG)
Illinois
$2K
GRP
137
Global Retirement Partners
California
$1K -$2.4K -59 -77%
CCM
138
Cribstone Capital Management
Maine
$1K +$977 +24 New
CWA
139
Choice Wealth Advisors
Maine
-$13.2M -309,241 Closed
CP
140
Cumberland Partners
Ontario, Canada
-$472K -11,000 Closed
LA
141
Latitude Advisors
Florida
-$339K -7,900 Closed
IA
142
IFG Advisory
Georgia
-$322K -7,500 Closed
HighTower Advisors
143
HighTower Advisors
Illinois
-$250K -5,822 Closed
AWA
144
Arete Wealth Advisors
Illinois
-$239K -5,559 Closed
OC
145
Oarsman Capital
Wisconsin
-$229K -5,325 Closed
SWP
146
Stratos Wealth Partners
Ohio
-$226K -5,252 Closed
CWA
147
Centennial Wealth Advisory
Michigan
-$222K -5,173 Closed
LNC
148
Lincoln National Corp
Pennsylvania
-$217K -5,062 Closed
KWM
149
Kingsview Wealth Management
Oregon
-$216K -5,035 Closed
SA
150
Stewardship Advisors
Pennsylvania
-$210K -4,895 Closed