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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
PB
201
Pinnacle Bancorp
Nebraska
$45.6K +$45.5K +1,000 New
WT
202
Washington Trust
Rhode Island
$40.5K -$58.6K -1,288 -59%
IGWM
203
ICA Group Wealth Management
Colorado
$39K +$4.87K +107 +14%
TCM
204
TD Capital Management
Tennessee
$38.2K +$273 +6 +0.7%
BTI
205
Blue Trust Inc
Georgia
$37.6K – – –
GI
206
Gradient Investments
Minnesota
$35.7K +$35.6K +783 New
GRP
207
Global Retirement Partners
California
$34.4K +$21.7K +476 +171%
VanEck Associates
208
VanEck Associates
New York
$32K – – –
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$29.5K – – –
IHWM
210
Iron Horse Wealth Management
Iowa
$27.1K +$4.14K +91 +18%
JFA
211
JNBA Financial Advisors
Minnesota
$25.3K +$25.2K +554 New
CP
212
Castleview Partners
Texas
$24.7K -$3.64K -80 -13%
SFC
213
Strategic Financial Concepts
Texas
$21.7K +$43.6M +956,994 +4,433%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$20.1K +$14.1K +310 +238%
OWA
215
Opal Wealth Advisors
New York
$19.6K +$19.5K +429 New
MG
216
Mather Group
Illinois
$15.8K – – –
GWSG
217
GPS Wealth Strategies Group
Colorado
$13.7K -$6.83K -150 -33%
GEA
218
Glen Eagle Advisors
New Jersey
$12K +$91 +2 +0.8%
CA
219
Continuum Advisory
Idaho
$11.4K – – –
PAI
220
Pittenger & Anderson Inc
Nebraska
$10.3K +$10.3K +226 New
SS
221
Sunbelt Securities
Texas
$9.7K +$91 +2 +0.9%
SIS
222
Sound Income Strategies
Florida
$6.88K +$6.88K +151 New
VF
223
VitalStone Financial
Texas
$6.84K +$1.14K +25 +20%
APC
224
Aspire Private Capital
North Carolina
$4.56K – – –
OA
225
Operose Advisors
Wisconsin
$4.51K – – –
7 8
9
10 11

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.