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WisdomTree International Hedged Quality Dividend Growth Fund

74 hedge funds and large institutions have $283M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

14% more funds holding

Funds holding: 6574 (+9)

1.35% more ownership

Funds ownership: 54.98%56.33% (+1.4%)

4% more capital invested

Capital invested by funds: $272M → $283M (+$11.5M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
13
Increased
32
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$72.4M +$535K +17,852 +0.8%
UBS Group
2
UBS Group
Switzerland
$32.8M -$6.2M -206,904 -16%
Bank of America
3
Bank of America
North Carolina
$32.5M +$13.7M +458,700 +76%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M -$3.13M -104,368 -11%
RJA
5
Raymond James & Associates
Florida
$21.6M +$148K +4,929 +0.7%
JWM
6
Jacobus Wealth Management
Wisconsin
$14.7M +$130K +4,344 +0.9%
SAM
7
Summit Asset Management
Tennessee
$9.06M +$292K +9,749 +3%
BL
8
BFSG LLC
California
$7.27M -$66.1K -2,205 -0.9%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$6.47M +$320K +10,684 +5%
WMG
10
WESCAP Management Group
California
$5.16M +$596K +19,882 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.86M +$760K +25,346 +19%
BTS
12
BB&T Securities
Virginia
$4.66M +$121K +4,042 +3%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$3.64M +$3.27M +109,016 +1,137%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.19M -$20.4K -680 -0.7%
VNA
15
Valley National Advisers
Pennsylvania
$2.85M -$51K -1,702 -2%
CCM
16
Colorado Capital Management
Colorado
$2.6M -$165K -5,505 -6%
Jane Street
17
Jane Street
New York
$2.32M +$2.27M +75,594 New
DPA
18
Delphi Private Advisors
California
$2.24M -$18M -601,798 -89%
LPL Financial
19
LPL Financial
California
$2.21M +$777K +25,930 +56%
SC
20
Scotia Capital
Ontario, Canada
$2.14M +$130K +4,324 +7%
SBL
21
Sargent Bickham Lagudis
Colorado
$1.99M -$339K -11,320 -15%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.91M +$748K +24,960 +67%
SG Americas Securities
23
SG Americas Securities
New York
$1.8M +$1.76M +58,852 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.5M -$3.03K -101 -0.2%
CFA
25
Carroll Financial Associates
North Carolina
$1.19M -$55.7K -1,860 -5%

IHDG Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2017, worth a combined $283M — up 4.2% from $272M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IHDG positions and 3 closed out — a net gain of 10 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Delphi Private Advisors, cutting an estimated $18M.

  • 74 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2017, up from 65 in Q2 2017.
  • Funds reported $283M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2017 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2017 was Bank of America, an estimated $13.7M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2017 was Delphi Private Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2017.