We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

233 hedge funds and large institutions have $2B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 44

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.73B → $2B (+$270M)

4% more funds holding in top 10

Funds holding in top 10: 25 → 26 (+1)

3.97% more ownership

Funds ownership: 72.88% → 76.84% (+4%)

2% more funds holding

Funds holding: 228 → 233 (+5)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
32
Increased
123
Reduced
44
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$77.8M
2
Morgan Stanley
Morgan Stanley
New York
+$64.1M
3
SFC
Strategic Financial Concepts
Texas
+$43.6M
4
ES
Eagle Strategies
New York
+$24.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19.8M

Top Sellers

1
MWM
Mission Wealth Management
California
-$9.91M
2
FIA
Foundations Investment Advisors
Arizona
-$3.82M
3
LNC
Lincoln National Corp
Pennsylvania
-$3.79M
4
FCMA
Foresight Capital Management Advisors
Michigan
-$2.38M
5
MAV
Mason & Associates (Virginia)
Virginia
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
151
Equitable Holdings
New York
$473K +$1K +22 +0.2%
VWA
152
Visionary Wealth Advisors
Illinois
$472K +$471K +10,354 New
BW
153
Bison Wealth
Georgia
$458K – – –
HI
154
Harbour Investments
Wisconsin
$447K +$327K +7,185 +274%
GSIAS
155
Garden State Investment Advisory Services
New Jersey
$430K +$137 +3 +0%
TFS
156
Thoroughbred Financial Services
Tennessee
$426K +$426K +9,349 New
SFWC
157
Strategic Family Wealth Counselors
New Jersey
$409K +$228 +5 +0.1%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$395K – – –
PAS
159
Park Avenue Securities
New York
$389K +$51.6K +1,134 +15%
USCWA
160
U.S. Capital Wealth Advisors
Texas
$380K -$21.9K -482 -5%
Citigroup
161
Citigroup
New York
$380K +$60.4K +1,327 +19%
GSEP
162
Golden State Equity Partners
California
$378K +$377K +8,285 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$365K +$8.01K +176 +2%
LMKC
164
L.M. Kohn & Company
Ohio
$364K +$29.8K +655 +9%
HA
165
Herold Advisors
New York
$352K – – –
AWM
166
Angeles Wealth Management
California
$347K – – –
LWM
167
LongView Wealth Management
Georgia
$342K – – –
GWA
168
GGM Wealth Advisors
Maryland
$336K +$335K +7,361 New
Northern Trust
169
Northern Trust
Illinois
$319K – – –
CWA
170
Centennial Wealth Advisory
Michigan
$317K +$24.6K +541 +8%
SF
171
Synovus Financial
Georgia
$314K +$137 +3 +0%
HighTower Advisors
172
HighTower Advisors
Illinois
$314K -$22.8K -500 -7%
MAM
173
Milestone Asset Management
Pennsylvania
$298K +$298K +6,547 New
WWM
174
WJ Wealth Management
Arizona
$298K +$297K +6,534 New
PSCM
175
Per Stirling Capital Management
Texas
$296K – – –
5 6
7
8 9

IHDG Hedge Fund Activity: Q2 2024 in Review

233 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2024, worth a combined $2B — up 16% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IHDG positions and 24 closed out — a net gain of 8 holders — while 123 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $77.8M. The largest seller was Mission Wealth Management, cutting an estimated $9.91M.

  • 233 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $2B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2024, up 16% quarter-over-quarter.
  • 32 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2024 and 24 closed out, a net change of +8 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2024 was LPL Financial, an estimated $77.8M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2024 was Mission Wealth Management, an estimated $9.91M sold.

Based on aggregated 13F filings for Q2 2024.