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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
AWA
176
Amplius Wealth Advisors
Pennsylvania
$296K – – –
Cerity Partners
177
Cerity Partners
New York
$292K -$126K -2,758 -30%
BWL
178
Bogart Wealth LLC
Virginia
$289K +$52.8K +1,159 +22%
ML
179
Mayport LLC
Massachusetts
$286K – – –
AIM
180
Aspen Investment Management
Michigan
$258K -$6.83K -150 -3%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$258K +$4.37K +96 +2%
PI
182
PFG Investments
New York
$248K +$1.69K +37 +0.7%
PWA
183
PCG Wealth Advisors
Kansas
$239K +$238K +5,233 New
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$238K – – –
TAM
185
Townsend Asset Management
North Carolina
$219K – – –
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$211K – – –
LA
187
Latitude Advisors
Florida
$208K +$208K +4,569 New
DPW
188
DiNuzzo Private Wealth
Pennsylvania
$164K +$163K +3,590 New
WWP
189
WR Wealth Planners
Missouri
$150K – – –
FFC
190
First Financial Corp
Indiana
$148K – – –
US Bancorp
191
US Bancorp
Minnesota
$96K +$84.6K +1,859 +756%
IWP
192
IAG Wealth Partners
Wisconsin
$85.3K – – –
AssetMark Inc
193
AssetMark Inc
California
$82.5K -$5.65K -124 -6%
PGAM
194
Princeton Global Asset Management
New Jersey
$74.8K – – –
ACA
195
Aptus Capital Advisors
Alabama
$74.7K +$17.4K +382 +30%
TF
196
Tompkins Financial
New York
$70.9K – – –
MIA
197
MeadowBrook Investment Advisors
Michigan
$62.9K – – –
PTC
198
Private Trust Company
Ohio
$62.3K +$1.05K +23 +2%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$59.1K -$866K -19,023 -94%
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
$48.1K -$2.32K -51 -5%
6 7
8
9 10

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.