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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
OA
151
Operose Advisors
Wisconsin
$3.53K – – –
TFGT
152
TS Financial Group (TSFG)
Illinois
$2K – – –
AWM
153
Abound Wealth Management
Tennessee
$1.5K +$1.59K +42 New
CCM
154
Cribstone Capital Management
Maine
$962 +$38 +1 +4%
GRP
155
Global Retirement Partners
California
$700 +$76 +2 +11%
GWSA
156
Global Wealth Strategies & Associates
Colorado
$33 +$38 +1 New
SFI
157
SPC Financial Inc
Maryland
– -$26.4M -734,425 Closed
MAC
158
Mason & Associates (California)
California
– -$6.52M -181,724 Closed
SRSA
159
S.R. Schill & Associates
Washington
– -$3.51M -97,694 Closed
VWA
160
Visionary Wealth Advisors
Illinois
– -$3.1M -86,306 Closed
TCWM
161
Total Clarity Wealth Management
Illinois
– -$1.48M -41,281 Closed
Bank of New York Mellon
162
Bank of New York Mellon
New York
– -$1.33M -37,001 Closed
PFS
163
Prospera Financial Services
Texas
– -$675K -18,818 Closed
CB
164
Commerce Bank
Missouri
– -$632K -17,600 Closed
SF
165
Synovus Financial
Georgia
– -$268K -7,447 Closed
SIM
166
Seaview Investment Managers
Florida
– -$213K -5,942 Closed
Renaissance Technologies
167
Renaissance Technologies
New York
– -$200K -5,575 Closed
AA
168
Ancora Advisors
Ohio
– -$5K -150 Closed
SL
169
Savior LLC
Massachusetts
– -$2K -59 Closed
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.