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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
AC
176
AlphaCore Capital
California
$68K +$40 +1 +0.1%
PGAM
177
Princeton Global Asset Management
New Jersey
$63.5K
TF
178
Tompkins Financial
New York
$60.3K
PTC
179
Private Trust Company
Ohio
$49.5K -$593 -15 -1%
TCM
180
TD Capital Management
Tennessee
$35.7K +$79 +2 +0.2%
FCMT
181
Founders Capital Management (Texas)
Texas
$34.9K
RFA
182
Resurgent Financial Advisors
Georgia
$31K +$31.7K +801 New
GEA
183
Glen Eagle Advisors
New Jersey
$24.6K +$25.1K +635 New
GWSG
184
GPS Wealth Strategies Group
Colorado
$17.4K +$17.8K +450 New
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$15.3K
NA
186
NewEdge Advisors
Louisiana
$11K +$11.3K +285 New
GRP
187
Global Retirement Partners
California
$11K +$10.1K +256 +853%
BCMLT
188
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.48K
S
189
SignatureFD
Georgia
$9.22K -$6.49K -164 -41%
SS
190
Sunbelt Securities
Texas
$8.12K +$40 +1 +0.5%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$7.01K -$207K -5,241 -97%
BWS
192
Buck Wealth Strategies
Colorado
$6K +$6.13K +155 New
IPW
193
Impact Partnership Wealth
Georgia
$5.81K +$5.93K +150 New
VF
194
VitalStone Financial
Texas
$5K -$1.09M -27,516 -100%
BSB
195
Bangor Savings Bank
Maine
$4.75K +$4.83K +122 New
APC
196
Aspire Private Capital
North Carolina
$3.87K +$3.96K +100 New
OA
197
Operose Advisors
Wisconsin
$3.83K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$2.79K +$2.85K +72 New
TFGT
199
TS Financial Group (TSFG)
Illinois
$2K
CIA
200
Cape Investment Advisory
Georgia
$1.9K

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.