We are live on ! Find out more
IHDG icon

WisdomTree International Hedged Quality Dividend Growth Fund

104 hedge funds and large institutions have $416M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

28% more capital invested

Capital invested by funds: $326M → $416M (+$89.7M)

5% more funds holding

Funds holding: 99104 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.46% less ownership

Funds ownership: 57.04%54.58% (-2.5%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
42
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$86.3M +$12M +358,042 +17%
Bank of America
2
Bank of America
North Carolina
$76.6M +$20.9M +625,944 +40%
UBS Group
3
UBS Group
Switzerland
$31.6M +$958K +28,660 +3%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19.7M +$12.4M +370,733 +195%
WMG
5
WESCAP Management Group
California
$17M +$1.41M +42,148 +9%
SAM
6
Summit Asset Management
Tennessee
$12.4M -$184K -5,492 -2%
UCFA
7
United Capital Financial Advisors
Texas
$11.1M -$33.7K -1,008 -0.3%
CRC
8
Curi RMB Capital
Illinois
$10.2M -$1.8M -53,722 -16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.95M +$8.05M +240,720 +563%
FA
10
FDx Advisors
Illinois
$9.17M -$881K -26,342 -9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.3M +$1.16M +34,748 +17%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.85M +$751K +22,474 +11%
SPIA
13
Steward Partners Investment Advisory
New York
$7.56M +$1.42M +42,422 +25%
LPL Financial
14
LPL Financial
California
$6.4M +$1.28M +38,339 +27%
RJA
15
Raymond James & Associates
Florida
$5.9M +$4.83M +144,538 +613%
SHJ
16
Sharkey, Howes & Javer
Colorado
$5.77M +$1.26M +37,653 +30%
SA
17
Stewardship Advisors
Pennsylvania
$5.41M -$154K -4,600 -3%
CP
18
Corbenic Partners
Pennsylvania
$4.31M +$4.11M +122,869 New
PW
19
Price Wealth
Texas
$4.14M +$1.27M +38,034 +48%
Jane Street
20
Jane Street
New York
$4.04M -$25.3K -756 -0.7%
SSWM
21
Sheets Smith Wealth Management
North Carolina
$3.94M +$3.5M +104,617 +1,333%
MIAN
22
Mariner Independent Advisor Network
Kansas
$3.88M +$267K +7,981 +8%
SWM
23
Sculati Wealth Management
Michigan
$3.85M +$3.67M +109,777 New
VWM
24
Venturi Wealth Management
Texas
$3.59M +$117K +3,491 +4%
FEG
25
Financial Enhancement Group
Indiana
$3.49M +$13.7K +409 +0.4%

IHDG Hedge Fund Activity: Q2 2020 in Review

104 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2020, worth a combined $416M — up 28% from $326M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IHDG positions and 9 closed out — a net gain of 5 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $20.9M. The largest seller was Citadel Advisors, cutting an estimated $12.1M.

  • 104 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2020, up from 99 in Q1 2020.
  • Funds reported $416M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2020, up 28% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2020 and 9 closed out, a net change of +5 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2020 was Bank of America, an estimated $20.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2020 was Citadel Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2020.