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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

117 hedge funds and large institutions have $551M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

6% more capital invested

Capital invested by funds: $519M → $551M (+$31.9M)

5% more funds holding

Funds holding: 111 → 117 (+6)

0.37% more ownership

Funds ownership: 60.69% → 61.07% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
2.05%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
11
Increased
44
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$10.9M
2
SFI
SPC Financial Inc
Maryland
+$3.87M
3
TWM
Trinity Wealth Management
Pennsylvania
+$2.15M
4
AWM
AE Wealth Management
Kansas
+$1.91M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.73M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$10.3M
2
UBS Group
UBS Group
Switzerland
-$4.04M
3
SS
Simplicity Solutions
Minnesota
-$3.7M
4
OMC
Old Mission Capital
Illinois
-$3.33M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.1M -$269K -6,621 -0.3%
Bank of America
2
Bank of America
North Carolina
$91.7M -$55.9K -1,375 -0.1%
UBS Group
3
UBS Group
Switzerland
$29.6M -$4.04M -99,262 -12%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$23.6M -$148K -3,652 -0.6%
WMG
5
WESCAP Management Group
California
$20.5M +$443K +10,901 +2%
LPL Financial
6
LPL Financial
California
$15.1M +$1.24M +30,602 +9%
SAM
7
Summit Asset Management
Tennessee
$14.3M -$88.4K -2,174 -0.6%
SFI
8
SPC Financial Inc
Maryland
$13.7M +$3.87M +95,137 +40%
UCFA
9
United Capital Financial Advisors
Texas
$13.4M -$380K -9,346 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.2M +$872K +21,441 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.5M +$862K +21,195 +8%
CRC
12
Curi RMB Capital
Illinois
$12.1M +$982K +24,161 +9%
KAS
13
Kestra Advisory Services
Texas
$11.6M +$619K +15,230 +6%
AIC
14
Ameritas Investment Company
Nebraska
$11M +$10.9M +267,553 New
CWA
15
Choice Wealth Advisors
Maine
$9.38M +$473K +11,640 +5%
FA
16
FDx Advisors
Illinois
$9.35M +$178K +4,387 +2%
CPWM
17
Cardinal Point Wealth Management
California
$9.3M +$984K +24,207 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.92M +$1.73M +42,463 +24%
Ameriprise
19
Ameriprise
Minnesota
$8.71M +$1.59M +39,176 +23%
SPIA
20
Steward Partners Investment Advisory
New York
$8.37M +$810K +19,932 +11%
BI
21
Berkeley Inc
Idaho
$7.11M +$285K +7,009 +4%
SWM
22
Sculati Wealth Management
Michigan
$6.92M +$954K +23,474 +16%
AWM
23
AE Wealth Management
Kansas
$5.85M +$1.91M +47,098 +50%
Jane Street
24
Jane Street
New York
$5.84M +$178K +4,386 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$5.69M +$1.11M +27,391 +25%
1
2 3 4 5

IHDG Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2021, worth a combined $551M — up 6.2% from $519M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IHDG positions and 5 closed out — a net gain of 6 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $10.9M. The largest seller was Raymond James & Associates, cutting an estimated $10.3M.

  • 117 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2021, up from 111 in Q4 2020.
  • Funds reported $551M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2021 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2021 was Ameritas Investment Company, an estimated $10.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2021 was Raymond James & Associates, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.