WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
58 hedge funds and large institutions have $266M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
5% less funds holding
Funds holding: 61 → 58 (-3)
6.65% less ownership
Funds ownership: 62.09% → 55.44% (-6.7%)
13% less capital invested
Capital invested by funds: $308M → $266M (-$41.2M)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMG
WESCAP Management Group
Glendale,
California
|
+$3.64M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.76M |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$2.01M |
| 4 |
HWP
Hefty Wealth Partners
Auburn,
Indiana
|
+$759K |
| 5 |
DPA
Delphi Private Advisors
San Diego,
California
|
+$634K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$33.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.31M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.16M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.85M |
IHDG Hedge Fund Activity: Q1 2017 in Review
58 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2017, worth a combined $266M — down 13% from $308M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IHDG and 10 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 19 added.
The largest buyer was WESCAP Management Group, opening a new position worth an estimated $3.64M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $33.5M.
- 58 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2017, down from 61 in Q4 2016.
- Funds reported $266M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2017, down 13% quarter-over-quarter.
- 10 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2017 and 11 closed out, a net change of -1 holder.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2017 was WESCAP Management Group, an estimated $3.64M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2017 was Sharkey, Howes & Javer, an estimated $33.5M sold.
Based on aggregated 13F filings for Q1 2017.