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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
GIA
151
Gladstone Institutional Advisory
Florida
$262K +$267K +6,759 New
VNA
152
Valley National Advisers
Pennsylvania
$260K -$16.6K -420 -6%
Comerica Bank
153
Comerica Bank
Texas
$259K +$264K +6,675 New
HighTower Advisors
154
HighTower Advisors
Illinois
$253K -$11.2K -283 -4%
AIM
155
Aspen Investment Management
Michigan
$253K
PSCM
156
Per Stirling Capital Management
Texas
$252K
FCM
157
Fortis Capital Management
Washington
$245K +$51.9K +1,311 +26%
ML
158
Mayport LLC
Massachusetts
$243K
Fidelity Investments
159
Fidelity Investments
Massachusetts
$241K -$8.15K -206 -3%
CWA
160
Centennial Wealth Advisory
Michigan
$236K +$4.04K +102 +2%
PI
161
PFG Investments
New York
$222K -$9.53K -241 -4%
HCM
162
Hollencrest Capital Management
California
$204K
PAS
163
Park Avenue Securities
New York
$204K +$208K +5,262 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$172K -$5.36M -135,458 -97%
BWL
165
Bogart Wealth LLC
Virginia
$153K +$151K +3,816 +2,785%
ACA
166
Aptus Capital Advisors
Alabama
$146K
GWANC
167
Guardian Wealth Advisors (North Carolina)
North Carolina
$146K
WWP
168
WR Wealth Planners
Missouri
$128K
FFC
169
First Financial Corp
Indiana
$126K
HI
170
Harbour Investments
Wisconsin
$121K +$17.2K +436 +16%
US Bancorp
171
US Bancorp
Minnesota
$104K +$103K +2,602 +3,614%
IWP
172
IAG Wealth Partners
Wisconsin
$72.5K
JP Morgan Chase
173
JP Morgan Chase
New York
$72.2K
AssetMark Inc
174
AssetMark Inc
California
$72K +$4.98K +126 +7%
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$70.5K

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.