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WisdomTree International Hedged Quality Dividend Growth Fund

75 hedge funds and large institutions have $237M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $216M → $237M (+$20.8M)

3% more funds holding

Funds holding: 7375 (+2)

1.71% more ownership

Funds ownership: 48.65%50.36% (+1.7%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
19
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$54.2M +$688K +20,827 +1%
Morgan Stanley
2
Morgan Stanley
New York
$37.5M +$6.18M +187,116 +20%
UBS Group
3
UBS Group
Switzerland
$31.7M -$627K -18,967 -2%
CRC
4
Curi RMB Capital
Illinois
$13.7M -$362K -10,946 -3%
SAM
5
Summit Asset Management
Tennessee
$11.9M +$306K +9,249 +3%
AIC
6
Ameritas Investment Company
Nebraska
$6.9M +$6.59M +199,450 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.4M +$68.3K +2,067 +1%
WMG
8
WESCAP Management Group
California
$6.26M +$170K +5,151 +3%
LPL Financial
9
LPL Financial
California
$5.88M +$1.25M +37,979 +28%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.08M +$680K +20,579 +16%
SPIA
11
Steward Partners Investment Advisory
New York
$5.04M +$4.36M +132,095 +746%
FA
12
FDx Advisors
Illinois
$4.61M +$1.28M +38,871 +40%
UCFA
13
United Capital Financial Advisors
Texas
$4.28M +$615K +18,616 +17%
PW
14
Price Wealth
Texas
$3.85M -$680K -20,569 -15%
SC
15
Scotia Capital
Ontario, Canada
$3.31M -$158K -4,796 -5%
CI
16
CX Institutional
Indiana
$2.92M -$1.26M -37,998 -30%
FTS
17
Fifth Third Securities
Ohio
$2.72M -$1.06M -32,144 -24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.67M +$726K +21,972 +38%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.15M +$1.45M +43,932 +220%
VNA
20
Valley National Advisers
Pennsylvania
$2.05M -$100K -3,037 -5%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.67M +$242K +7,317 +17%
FAAS
22
First Allied Advisory Services
California
$1.58M +$196K +5,927 +14%
FFN
23
Focus Financial Network
Minnesota
$1.57M -$267K -8,068 -15%
ACM
24
AlphaStar Capital Management
North Carolina
$1.53M +$1.51M +45,611 New
Citadel Advisors
25
Citadel Advisors
Florida
$1.4M -$1.26M -38,221 -48%

IHDG Hedge Fund Activity: Q3 2019 in Review

75 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2019, worth a combined $237M — up 9.6% from $216M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHDG positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $6.59M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $2.07M sold.

  • 75 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $237M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2019, up 9.6% quarter-over-quarter.
  • 12 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2019 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2019 was Ameritas Investment Company, an estimated $6.59M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $2.07M sold.

Based on aggregated 13F filings for Q3 2019.