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WisdomTree International Hedged Quality Dividend Growth Fund

262 hedge funds and large institutions have $2.25B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

75% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 67

10% more funds holding

Funds holding: 239262 (+23)

7% more capital invested

Capital invested by funds: $2.11B → $2.25B (+$139M)

0.03% less ownership

Funds ownership: 74.21%74.18% (-0.03%)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

Holders
262
Holders Change
+23
Holders Change %
+9.62%
% of All Funds
3.45%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.28%
New
39
Increased
117
Reduced
67
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWAF
151
Core Wealth Advisors (Florida)
Florida
$691K +$77.8K +1,745 +12%
PWM
152
Puff Wealth Management
New Jersey
$687K +$705K +15,808 New
BCM
153
Brookstone Capital Management
Illinois
$679K +$207K +4,639 +42%
CCM
154
Colorado Capital Management
Colorado
$676K
GWM
155
Geneos Wealth Management
Colorado
$676K +$74.9K +1,680 +12%
TFS
156
Thoroughbred Financial Services
Tennessee
$664K +$12.7K +285 +2%
LAM
157
Lifestyle Asset Management
Texas
$640K -$61.7K -1,383 -9%
SOS
158
Silver Oak Securities
Tennessee
$638K +$655K +14,681 New
NRI
159
NFP Retirement Inc
California
$595K
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$590K -$13.8K -309 -2%
PAS
161
Park Avenue Securities
New York
$589K +$73.6K +1,650 +14%
I2I
162
Insight 2811 Inc
Illinois
$575K
MIM
163
MTM Investment Management
South Carolina
$563K
SFS
164
Sowell Financial Services
Arkansas
$496K -$2.94M -65,814 -85%
CFP
165
Cascade Financial Partners
California
$493K
WH
166
Willner & Heller
California
$488K -$132K -2,951 -21%
HI
167
Harbour Investments
Wisconsin
$467K -$4.77K -107 -1%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$467K +$20.8K +467 +5%
CAG
169
Centerpoint Advisory Group
Kansas
$440K +$451K +10,114 New
WEG
170
World Equity Group
Illinois
$437K +$449K +10,062 New
IWM
171
IHT Wealth Management
Illinois
$429K +$65.6K +1,471 +17%
Fidelity Investments
172
Fidelity Investments
Massachusetts
$429K +$51K +1,143 +13%
SFWC
173
Strategic Family Wealth Counselors
New Jersey
$391K -$18.2K -407 -4%
GWA
174
GGM Wealth Advisors
Maryland
$373K -$11.6K -260 -3%
BW
175
Bison Wealth
Georgia
$368K -$8.03K -180 -2%