WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
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.
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: 1 → 2 (+1)
89% more capital invested
Capital invested by funds: $101M → $191M (+$90.2M)
28% more funds holding
Funds holding: 25 → 32 (+7)
5.55% more ownership
Funds ownership: 48.83% → 54.39% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$29.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.08M |
| 4 |
Morgan Stanley
New York
|
+$9.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.46M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$600K |
| 3 |
NFG
NewFocus Financial Group
Vancouver,
Washington
|
-$47.7K |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$19K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.41K |
IHDG Hedge Fund Activity: Q2 2015 in Review
32 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2015, worth a combined $191M — up 89% from $101M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IHDG positions and 3 closed out — a net gain of 7 holders — while 18 added to existing stakes and 2 trimmed.
The largest buyer was SFMG Wealth Advisors, opening a new position worth an estimated $29.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $4.46M sold.
- 32 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2015, up from 25 in Q1 2015.
- Funds reported $191M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2015, up 89% quarter-over-quarter.
- 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2015 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2015 was SFMG Wealth Advisors, an estimated $29.2M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2015 was Fidelity Investments, an estimated $4.46M sold.
Based on aggregated 13F filings for Q2 2015.