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WisdomTree International Hedged Quality Dividend Growth Fund

203 hedge funds and large institutions have $1.19B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 41

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 182203 (+21)

7% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$76.8M)

1.83% more ownership

Funds ownership: 68.52%70.35% (+1.8%)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
33
Increased
103
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
126
Platform Technology Partners
New York
$458K +$48.9K +1,235 +12%
BW
127
Bison Wealth
Georgia
$431K +$2.49K +63 +0.6%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$399K +$408K +10,303 New
WA
129
Win Advisors
Florida
$384K +$392K +9,920 New
EH
130
Equitable Holdings
New York
$382K -$419K -10,590 -52%
CWAF
131
Core Wealth Advisors (Florida)
Florida
$370K +$16.3K +413 +5%
GSIAS
132
Garden State Investment Advisory Services
New Jersey
$365K +$79 +2 +0%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$362K
BFAG
134
Blackston Financial Advisory Group
Florida
$354K -$14K -353 -4%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$348K +$54.5K +1,379 +18%
SIM
136
Stratos Investment Management
Ohio
$345K -$60.7K -1,535 -15%
USCWA
137
U.S. Capital Wealth Advisors
Texas
$342K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$332K +$339K +8,560 New
KWM
139
Kolinsky Wealth Management
New Jersey
$328K +$9.73K +246 +3%
CS
140
Comerica Securities
Michigan
$317K +$324K +8,194 New
RA
141
RFG Advisory
Alabama
$311K +$27.8K +703 +10%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$308K -$39K -985 -11%
EWMCB
143
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$306K
KPWS
144
Kestra Private Wealth Services
Texas
$304K +$310K +7,847 New
Citigroup
145
Citigroup
New York
$302K -$12.1K -305 -4%
TFS
146
Thoroughbred Financial Services
Tennessee
$298K +$305K +7,711 New
AWM
147
Angeles Wealth Management
California
$295K
TAM
148
Townsend Asset Management
North Carolina
$275K +$158 +4 +0.1%
SF
149
Synovus Financial
Georgia
$267K +$2.49K +63 +0.9%
HCA
150
Harbour Capital Advisors
Virginia
$266K +$272K +6,874 New

IHDG Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2023, worth a combined $1.19B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IHDG positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 41 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $37.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $16M sold.

  • 203 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.19B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 33 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $37.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2023 was FDx Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.