WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
142 hedge funds and large institutions have $815M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
89% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 35
4% more funds holding
Funds holding: 136 → 142 (+6)
2% more capital invested
Capital invested by funds: $795M → $815M (+$19.6M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
21.88% less ownership
Funds ownership: 91.46% → 69.58% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.89M |
| 4 |
Morgan Stanley
New York
|
+$3.97M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$235M |
| 2 |
WMG
WESCAP Management Group
Glendale,
California
|
-$2.4M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.78M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.44M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$910K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
JP Morgan Chase
New York
| – | -$2K | -40 | Closed |
|
IHDG Hedge Fund Activity: Q1 2022 in Review
142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2022, worth a combined $815M — up 2.5% from $795M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IHDG positions and 9 closed out — a net gain of 9 holders — while 66 added to existing stakes and 35 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.6M. The largest seller was Castleview Partners, cutting an estimated $235M.
- 142 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2022, up from 136 in Q4 2021.
- Funds reported $815M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2022, up 2.5% quarter-over-quarter.
- 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2022 and 9 closed out, a net change of +9 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2022 was Wells Fargo, an estimated $14.6M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2022 was Castleview Partners, an estimated $235M sold.
Based on aggregated 13F filings for Q1 2022.