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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

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: 142 → 138 (-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: 13 → 11 (-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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.9M
2
Ameriprise
Ameriprise
Minnesota
+$9.52M
3
Creative Planning
Creative Planning
Kansas
+$6.64M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.27M
5
LPL Financial
LPL Financial
California
+$4.13M

Top Sellers

1
CWA
Choice Wealth Advisors
Maine
-$13.2M
2
CP
Castleview Partners
Texas
-$4.42M
3
CP
Corbenic Partners
Pennsylvania
-$4.2M
4
CA
Cetera Advisors
Colorado
-$2.26M
5
LPWM
Lake Point Wealth Management
Texas
-$1.58M
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
3 4 5
6
7

IHDG Hedge Fund Activity: Q2 2022 in Review

138 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2022, worth a combined $752M — down 7.7% from $815M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IHDG and 13 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 60 added.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Choice Wealth Advisors, exiting entirely with an estimated $13.2M sold.

  • 138 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $752M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2022 and 17 closed out, a net change of -4 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2022 was Bank of America, an estimated $13.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2022 was Choice Wealth Advisors, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2022.