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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

156 hedge funds and large institutions have $1.21B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

58% more capital invested

Capital invested by funds: $768M → $1.21B (+$446M)

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

11% more funds holding

Funds holding: 141 → 156 (+15)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

1.86% more ownership

Funds ownership: 67.28% → 69.14% (+1.9%)

Holders
156
Holders Change
+15
Holders Change %
+10.64%
% of All Funds
2.51%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
31
Increased
57
Reduced
47
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$19.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$13.5M
3
PAG
Private Advisor Group
New Jersey
+$11.3M
4
LPL Financial
LPL Financial
California
+$10.9M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$10.5M

Top Sellers

1
SFI
SPC Financial Inc
Maryland
-$26.4M
2
Wells Fargo
Wells Fargo
California
-$22M
3
UBS Group
UBS Group
Switzerland
-$9.19M
4
MAC
Mason & Associates (California)
California
-$6.52M
5
FA
FDx Advisors
Illinois
-$6.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
126
Aptus Capital Advisors
Alabama
$134K – – –
GWANC
127
Guardian Wealth Advisors (North Carolina)
North Carolina
$134K – – –
FFC
128
First Financial Corp
Indiana
$116K – – –
Fidelity Investments
129
Fidelity Investments
Massachusetts
$111K -$51.4K -1,357 -30%
TCWA
130
Ten Capital Wealth Advisors
Washington
$105K -$18.6K -492 -14%
HCM
131
Hollencrest Capital Management
California
$103K +$110K +2,900 New
EWA
132
EP Wealth Advisors
California
$102K +$108K +2,850 New
AP
133
Advisors Preferred
Maryland
$99.9K +$104K +2,747 New
IWP
134
IAG Wealth Partners
Wisconsin
$75.6K – – –
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$70.8K – – –
PGAM
136
Princeton Global Asset Management
New Jersey
$58K – – –
AssetMark Inc
137
AssetMark Inc
California
$45.5K +$48.4K +1,277 New
MRCM
138
M&R Capital Management
New Jersey
$35.6K – – –
TCM
139
TD Capital Management
Tennessee
$32.4K +$3.03K +80 +10%
MCC
140
Money Concepts Capital
Florida
$30.8K +$32.8K +865 New
GI
141
Gradient Investments
Minnesota
$17.8K – – –
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$14.2K – – –
HI
143
Harbour Investments
Wisconsin
$11.6K – – –
PAG
144
Private Advisor Group
New Jersey
$11K +$11.3M +299,472 +3,158%
NA
145
NewEdge Advisors
Louisiana
$8.52K +$9.05K +239 New
RBC
146
Romano Brothers & Co
Illinois
$6.34K +$6.74K +178 New
NFSG
147
Newbridge Financial Services Group
Florida
$5.17K +$151 +4 +3%
JP Morgan Chase
148
JP Morgan Chase
New York
$5K +$4.73K +125 +625%
PTC
149
Private Trust Company
Ohio
$5K +$5.83K +154 New
BWL
150
Bogart Wealth LLC
Virginia
$3.96K +$379 +10 +10%
3 4 5
6
7

IHDG Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2022, worth a combined $1.21B — up 58% from $768M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IHDG positions and 13 closed out — a net gain of 18 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was Pathstone Family Office, adding an estimated $19.3M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $26.4M sold.

  • 156 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2022, up from 141 in Q3 2022.
  • Funds reported $1.21B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2022, up 58% quarter-over-quarter.
  • 31 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2022 and 13 closed out, a net change of +18 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2022 was Pathstone Family Office, an estimated $19.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2022 was SPC Financial Inc, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2022.