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WisdomTree International Hedged Quality Dividend Growth Fund

99 hedge funds and large institutions have $326M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more funds holding

Funds holding: 8899 (+11)

4.33% more ownership

Funds ownership: 52.71%57.04% (+4.3%)

4% more capital invested

Capital invested by funds: $314M → $326M (+$11.8M)

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
39
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.7M +$29.6M +859,621 +69%
Bank of America
2
Bank of America
North Carolina
$47.1M -$6.65M -193,473 -11%
UBS Group
3
UBS Group
Switzerland
$26.4M -$2.51M -72,968 -8%
WMG
4
WESCAP Management Group
California
$13.4M +$8.65M +251,568 +131%
AIC
5
Ameritas Investment Company
Nebraska
$12M +$1.25M +36,408 +10%
Citadel Advisors
6
Citadel Advisors
Florida
$11.7M +$13.3M +387,693 New
SAM
7
Summit Asset Management
Tennessee
$10.8M +$37.3K +1,086 +0.3%
CRC
8
Curi RMB Capital
Illinois
$10.4M -$182K -5,296 -2%
UCFA
9
United Capital Financial Advisors
Texas
$9.58M +$4.96M +144,366 +84%
FA
10
FDx Advisors
Illinois
$8.71M +$1.59M +46,295 +19%
LFPWM
11
Leicht Financial Planning & Wealth Management
New Jersey
$6.6M +$7.28M +211,747 +3,524%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.11M +$2.04M +59,239 +42%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.09M +$556K +16,159 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.75M -$449K -13,059 -6%
SPIA
15
Steward Partners Investment Advisory
New York
$5.24M +$1.05M +30,413 +21%
SA
16
Stewardship Advisors
Pennsylvania
$4.8M +$1.94M +56,362 +55%
LPL Financial
17
LPL Financial
California
$4.36M -$1.44M -41,932 -23%
SHJ
18
Sharkey, Howes & Javer
Colorado
$3.84M +$3.85M +111,863 +744%
Jane Street
19
Jane Street
New York
$3.51M +$3.98M +115,818 New
SC
20
Scotia Capital
Ontario, Canada
$3.2M +$164K +4,779 +5%
MIAN
21
Mariner Independent Advisor Network
Kansas
$3.01M +$2.54M +73,777 +258%
FEG
22
Financial Enhancement Group
Indiana
$3M -$2.17M -63,222 -39%
VWM
23
Venturi Wealth Management
Texas
$2.99M +$3.4M +98,744 New
FFN
24
Focus Financial Network
Minnesota
$2.73M +$102K +2,957 +3%
CI
25
CX Institutional
Indiana
$2.7M +$161K +4,673 +6%

IHDG Hedge Fund Activity: Q1 2020 in Review

99 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2020, worth a combined $326M — up 3.8% from $314M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHDG positions and 7 closed out — a net gain of 14 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was Americana Partners, cutting an estimated $7.99M.

  • 99 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2020, up from 88 in Q4 2019.
  • Funds reported $326M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2020, up 3.8% quarter-over-quarter.
  • 21 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2020 and 7 closed out, a net change of +14 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2020 was Morgan Stanley, an estimated $29.6M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2020 was Americana Partners, an estimated $7.99M sold.

Based on aggregated 13F filings for Q1 2020.