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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

81 hedge funds and large institutions have $293M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 74 → 81 (+7)

3% more capital invested

Capital invested by funds: $283M → $293M (+$9.39M)

2.48% less ownership

Funds ownership: 56.33% → 53.86% (-2.5%)

Holders
81
Holders Change
+7
Holders Change %
+9.46%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
32
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$10.1M
2
Bank of America
Bank of America
North Carolina
+$6.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.49M
4
IFS
Ifrah Financial Services
Arkansas
+$1.62M
5
LNC
Lincoln National Corp
Pennsylvania
+$829K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$14.5M
2
Jane Street
Jane Street
New York
-$2.32M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.91M
4
SG Americas Securities
SG Americas Securities
New York
-$1.8M
5
OMC
Old Mission Capital
Illinois
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$75.3M +$488K +15,540 +0.7%
Bank of America
2
Bank of America
North Carolina
$40.3M +$6.59M +210,009 +20%
Morgan Stanley
3
Morgan Stanley
New York
$28.3M +$645K +20,554 +2%
RJA
4
Raymond James & Associates
Florida
$22.9M +$623K +19,841 +3%
UBS Group
5
UBS Group
Switzerland
$19.3M -$14.5M -460,985 -43%
CRC
6
Curi RMB Capital
Illinois
$10.2M +$10.1M +321,730 New
SAM
7
Summit Asset Management
Tennessee
$9.83M +$456K +14,537 +5%
BL
8
BFSG LLC
California
$7.61M +$91.9K +2,926 +1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$6.78M +$90K +2,867 +1%
WMG
10
WESCAP Management Group
California
$5.91M +$574K +18,287 +11%
BTS
11
BB&T Securities
Virginia
$5.16M +$342K +10,880 +7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.07M +$3.49M +111,134 +227%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.86M -$161K -5,142 -3%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$3.83M +$76.2K +2,426 +2%
PW
15
Price Wealth
Texas
$3.34M +$3.31M +105,312 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.23M -$58.2K -1,854 -2%
VNA
17
Valley National Advisers
Pennsylvania
$3.05M +$113K +3,587 +4%
LPL Financial
18
LPL Financial
California
$2.96M +$668K +21,287 +30%
SC
19
Scotia Capital
Ontario, Canada
$2.72M +$504K +16,037 +23%
CCM
20
Colorado Capital Management
Colorado
$2.42M -$259K -8,252 -10%
IFS
21
Ifrah Financial Services
Arkansas
$2.35M +$1.62M +51,675 +231%
SCA
22
Stokes Capital Advisors
South Carolina
$2.28M +$2.26M +71,962 New
DPA
23
Delphi Private Advisors
California
$2.1M -$210K -6,677 -9%
SBL
24
Sargent Bickham Lagudis
Colorado
$2.07M +$13.5K +431 +0.7%
LNC
25
Lincoln National Corp
Pennsylvania
$1.67M +$829K +26,394 +100%
1
2 3 4

IHDG Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2017, worth a combined $293M — up 3.3% from $283M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 10 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $10.1M. The largest seller was UBS Group, cutting an estimated $14.5M.

  • 81 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2017, up from 74 in Q3 2017.
  • Funds reported $293M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2017, up 3.3% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2017 and 10 closed out, a net change of +8 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2017 was Curi RMB Capital, an estimated $10.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2017 was UBS Group, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2017.