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WisdomTree International Hedged Quality Dividend Growth Fund

158 hedge funds and large institutions have $937M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 40

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

1% more funds holding

Funds holding: 156158 (+2)

0.61% less ownership

Funds ownership: 69.14%68.54% (-0.61%)

23% less capital invested

Capital invested by funds: $1.21B → $937M (-$277M)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.52%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
21
Increased
79
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
126
Centennial Wealth Advisory
Michigan
$230K +$222K +5,823 New
HighTower Advisors
127
HighTower Advisors
Illinois
$213K +$207K +5,431 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$213K -$3.91M -102,666 -95%
BAM
129
Belpointe Asset Management
Nevada
$190K -$91.1K -2,389 -33%
ACA
130
Aptus Capital Advisors
Alabama
$149K
GWANC
131
Guardian Wealth Advisors (North Carolina)
North Carolina
$149K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$147K +$23.9K +628 +20%
WWP
133
WR Wealth Planners
Missouri
$130K +$126K +3,300 New
FFC
134
First Financial Corp
Indiana
$128K
HCM
135
Hollencrest Capital Management
California
$128K +$12.9K +339 +12%
CWAF
136
Core Wealth Advisors (Florida)
Florida
$123K +$119K +3,116 New
AP
137
Advisors Preferred
Maryland
$97K -$20.6K -541 -20%
TCWA
138
Ten Capital Wealth Advisors
Washington
$82.2K -$33.2K -871 -29%
IWP
139
IAG Wealth Partners
Wisconsin
$73.8K -$9.53K -250 -12%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$71.8K -$6.33K -166 -8%
PGAM
141
Princeton Global Asset Management
New Jersey
$64.6K
AssetMark Inc
142
AssetMark Inc
California
$61.9K +$11.1K +292 +23%
TF
143
Tompkins Financial
New York
$61.3K +$59.3K +1,556 New
IA
144
IFP Advisors
Florida
$58.9K -$109K -2,854 -61%
TCM
145
TD Capital Management
Tennessee
$36K +$152 +4 +0.4%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$15.8K
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$13.7K -$1.5M -39,399 -10%
HI
148
Harbour Investments
Wisconsin
$12.8K
PTC
149
Private Trust Company
Ohio
$11.6K +$5.3K +139 +90%
SS
150
Sunbelt Securities
Texas
$8.09K +$7.89K +207 New