WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
47 hedge funds and large institutions have $384M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 5 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 5
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
32% more capital invested
Capital invested by funds: $291M → $384M (+$92.8M)
21% more funds holding
Funds holding: 39 → 47 (+8)
1.09% more ownership
Funds ownership: 63.59% → 64.69% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$12.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.21M |
| 4 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
+$7.27M |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$7.21M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$773K |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$520K |
| 4 |
WRM
Westport Resources Management
Westport,
Connecticut
|
-$305K |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$264K |
IHDG Hedge Fund Activity: Q4 2015 in Review
47 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2015, worth a combined $384M — up 32% from $291M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IHDG positions and 5 closed out — a net gain of 8 holders — while 22 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $13M. The largest seller was Fund Evaluation Group, cutting an estimated $7.21M.
- 47 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2015, up from 39 in Q3 2015.
- Funds reported $384M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2015, up 32% quarter-over-quarter.
- 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2015 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2015 was UBS Group, an estimated $13M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2015 was Fund Evaluation Group, an estimated $7.21M sold.
Based on aggregated 13F filings for Q4 2015.