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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
NFSG
151
Newbridge Financial Services Group
Florida
$5.73K
BWL
152
Bogart Wealth LLC
Virginia
$5.35K +$953 +25 +23%
CIA
153
Cape Investment Advisory
Georgia
$5.08K +$4.92K +129 New
OA
154
Operose Advisors
Wisconsin
$3.9K
RTC
155
Riverview Trust Company
Washington
$3.55K +$3.43K +90 New
TFGT
156
TS Financial Group (TSFG)
Illinois
$2K
GRP
157
Global Retirement Partners
California
$794
GWSA
158
Global Wealth Strategies & Associates
Colorado
$36
SFS
159
Sowell Financial Services
Arkansas
-$4.34M -121,743 Closed
Citadel Advisors
160
Citadel Advisors
Florida
-$3.6M -101,174 Closed
OMC
161
Old Mission Capital
Illinois
-$830K -23,304 Closed
EAM
162
Empirical Asset Management
Massachusetts
-$590K -16,563 Closed
NEPWA
163
New England Private Wealth Advisors
Massachusetts
-$414K -11,606 Closed
RJT
164
Raymond James Trust
Florida
-$229K -6,428 Closed
GWA
165
GGM Wealth Advisors
Maryland
-$221K -5,909 Closed
EWA
166
EP Wealth Advisors
California
-$102K -2,850 Closed
MRCM
167
M&R Capital Management
New Jersey
-$35.6K -1,000 Closed
MCC
168
Money Concepts Capital
Florida
-$30.8K -865 Closed
GI
169
Gradient Investments
Minnesota
-$17.8K -500 Closed
NA
170
NewEdge Advisors
Louisiana
-$8.52K -239 Closed
RBC
171
Romano Brothers & Co
Illinois
-$6.34K -178 Closed
JP Morgan Chase
172
JP Morgan Chase
New York
-$5K -145 Closed
AWM
173
Abound Wealth Management
Tennessee
-$1.5K -42 Closed