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WisdomTree International Hedged Quality Dividend Growth Fund

32 hedge funds and large institutions have $191M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more capital invested

Capital invested by funds: $101M → $191M (+$90.2M)

28% more funds holding

Funds holding: 2532 (+7)

5.55% more ownership

Funds ownership: 48.83%54.39% (+5.6%)

Holders
32
Holders Change
+7
Holders Change %
+28%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
18
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1
Sharkey, Howes & Javer
Colorado
$35.2M +$6.89M +249,591 +23%
Morgan Stanley
2
Morgan Stanley
New York
$29M +$9.05M +327,736 +42%
SWA
3
SFMG Wealth Advisors
Texas
$27.6M +$29.2M +1,057,763 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$25.6M +$14.4M +521,061 +113%
Bank of America
5
Bank of America
North Carolina
$15.8M +$7.47M +270,451 +81%
UBS Group
6
UBS Group
Switzerland
$12.3M +$9.08M +328,721 +232%
Jane Street
7
Jane Street
New York
$7.89M +$880K +31,866 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.44M +$5.17M +187,234 +899%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$4.73M +$745K +27,000 +18%
SAM
10
Summit Asset Management
Tennessee
$4.68M +$4.62M +167,292 +1,430%
NFG
11
NewFocus Financial Group
Washington
$4.38M -$47.7K -1,729 -1%
MAA
12
Managed Account Advisors
New Jersey
$3.37M +$3.56M +128,911 New
CWM
13
Cabot Wealth Management
Massachusetts
$2.29M +$2.42M +87,769 New
TWA
14
Tillar-Wenstrup Advisors
Ohio
$2.05M +$2.16M +78,360 New
LPL Financial
15
LPL Financial
California
$2.02M +$1.65M +59,793 +339%
VNA
16
Valley National Advisers
Pennsylvania
$1.93M +$1.96M +71,045 +2,593%
JWM
17
Jacobus Wealth Management
Wisconsin
$1.77M +$1.87M +67,580 New
Ameriprise
18
Ameriprise
Minnesota
$1.62M +$380K +13,751 +29%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$954K +$1.01M +36,497 New
VKH
20
Virtu KCG Holdings
New York
$663K +$701K +25,387 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$552K +$114K +4,112 +24%
CCM
22
Condor Capital Management
New Jersey
$497K +$128K +4,647 +32%
WRM
23
Westport Resources Management
Connecticut
$338K +$243K +8,789 +212%
OC
24
Oarsman Capital
Wisconsin
$263K +$278K +10,069 New
CAL
25
Capital Advisors Ltd
Ohio
$46K +$48.8K +1,768 New