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WisdomTree International Hedged Quality Dividend Growth Fund

88 hedge funds and large institutions have $314M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more capital invested

Capital invested by funds: $237M → $314M (+$76.8M)

17% more funds holding

Funds holding: 7588 (+13)

2.35% more ownership

Funds ownership: 50.36%52.71% (+2.3%)

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
25
Increased
38
Reduced
11
Closed
11
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
$63.6M +$4.82M +138,137 +9%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M +$4.47M +128,076 +11%
UBS Group
3
UBS Group
Switzerland
$34.3M +$67.2K +1,926 +0.2%
AIC
4
Ameritas Investment Company
Nebraska
$13.4M +$5.89M +168,817 +85%
SAM
5
Summit Asset Management
Tennessee
$13M +$114K +3,279 +0.9%
CRC
6
Curi RMB Capital
Illinois
$12.7M -$2.01M -57,652 -14%
AP
7
Americana Partners
Texas
$10M +$9.6M +275,271 New
FA
8
FDx Advisors
Illinois
$8.77M +$3.64M +104,260 +76%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.37M +$434K +12,436 +7%
WMG
10
WESCAP Management Group
California
$6.99M +$208K +5,960 +3%
LPL Financial
11
LPL Financial
California
$6.76M +$394K +11,309 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.72M +$1.18M +33,953 +22%
UCFA
13
United Capital Financial Advisors
Texas
$6.25M +$1.56M +44,821 +35%
FEG
14
Financial Enhancement Group
Indiana
$5.89M +$5.66M +162,253 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.18M +$2.2M +63,237 +80%
SPIA
16
Steward Partners Investment Advisory
New York
$5.18M -$252K -7,215 -5%
PW
17
Price Wealth
Texas
$4.16M +$1.29K +37 +0%
FTS
18
Fifth Third Securities
Ohio
$3.78M +$32.5K +932 +0.9%
SA
19
Stewardship Advisors
Pennsylvania
$3.72M +$3.57M +102,344 New
TWM
20
Trinity Wealth Management
Pennsylvania
$3.68M +$3.53M +101,307 New
SC
21
Scotia Capital
Ontario, Canada
$3.67M +$84K +2,408 +2%
FFN
22
Focus Financial Network
Minnesota
$3.17M +$1.41M +40,443 +87%
CI
23
CX Institutional
Indiana
$3.07M -$74.3K -2,130 -2%
C1AG
24
Client 1st Advisory Group
Florida
$2.69M +$2.59M +74,143 New
CA
25
Cetera Advisors
Colorado
$2.64M +$2.18M +62,517 +630%

IHDG Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2019, worth a combined $314M — up 32% from $237M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IHDG positions and 11 closed out — a net gain of 14 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $5.89M. The largest seller was Curi RMB Capital, cutting an estimated $2.01M.

  • 88 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2019, up from 75 in Q3 2019.
  • Funds reported $314M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2019, up 32% quarter-over-quarter.
  • 25 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2019 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2019 was Ameritas Investment Company, an estimated $5.89M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2019 was Curi RMB Capital, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2019.