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WisdomTree International Hedged Quality Dividend Growth Fund

103 hedge funds and large institutions have $463M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

11% more capital invested

Capital invested by funds: $416M → $463M (+$47.5M)

3.22% more ownership

Funds ownership: 54.58%57.8% (+3.2%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 104103 (-1)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
13
Increased
44
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$88.5M -$1.46M -40,589 -2%
Bank of America
2
Bank of America
North Carolina
$80.3M +$490K +13,599 +0.6%
UBS Group
3
UBS Group
Switzerland
$31.5M -$1.42M -39,448 -4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$19.9M -$574K -15,932 -3%
WMG
5
WESCAP Management Group
California
$17.9M +$84.5K +2,347 +0.5%
SAM
6
Summit Asset Management
Tennessee
$12.8M -$108K -3,000 -0.9%
UCFA
7
United Capital Financial Advisors
Texas
$12.1M +$550K +15,287 +5%
KAS
8
Kestra Advisory Services
Texas
$10.8M +$10.6M +293,963 New
FA
9
FDx Advisors
Illinois
$10.7M +$1.12M +31,229 +12%
CRC
10
Curi RMB Capital
Illinois
$10.1M -$463K -12,860 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.88M -$475K -13,188 -5%
LPL Financial
12
LPL Financial
California
$9.72M +$3M +83,367 +46%
RJA
13
Raymond James & Associates
Florida
$9.24M +$3.05M +84,650 +50%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.75M +$95.1K +2,642 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.36M +$180K +4,989 +2%
SPIA
16
Steward Partners Investment Advisory
New York
$7.71M -$161K -4,469 -2%
SHJ
17
Sharkey, Howes & Javer
Colorado
$7.37M +$1.33M +36,885 +22%
SFI
18
SPC Financial Inc
Maryland
$6.56M +$3.02M +83,997 +88%
Osaic Holdings
19
Osaic Holdings
Arizona
$6.2M +$2.53M +70,405 +71%
Jane Street
20
Jane Street
New York
$5.84M +$1.6M +44,518 +39%
SA
21
Stewardship Advisors
Pennsylvania
$5.61M -$154K -4,271 -3%
SWM
22
Sculati Wealth Management
Michigan
$4.87M +$838K +23,284 +21%
SSWM
23
Sheets Smith Wealth Management
North Carolina
$4.68M +$556K +15,437 +14%
PW
24
Price Wealth
Texas
$4.61M +$294K +8,154 +7%
CP
25
Corbenic Partners
Pennsylvania
$4.47M -$22.7K -631 -0.5%

IHDG Hedge Fund Activity: Q3 2020 in Review

103 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2020, worth a combined $463M — up 11% from $416M a quarter earlier.

Fund positioning in IHDG was balanced in Q3 2020: 13 funds opened new positions, 13 closed out, 44 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.66M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $1.79M sold.

  • 103 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2020, down from 104 in Q2 2020.
  • Funds reported $463M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2020, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2020 and 13 closed out, a net change of 0 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2020 was Ameriprise, an estimated $3.66M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2020 was AlphaStar Capital Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q3 2020.