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WisdomTree International Hedged Quality Dividend Growth Fund

123 hedge funds and large institutions have $667M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 29

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

21% more capital invested

Capital invested by funds: $551M → $667M (+$116M)

5% more funds holding

Funds holding: 117123 (+6)

2.53% more ownership

Funds ownership: 61.07%63.59% (+2.5%)

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
15
Increased
52
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$111M +$6.81M +157,721 +7%
Bank of America
2
Bank of America
North Carolina
$101M +$2.8M +64,807 +3%
UBS Group
3
UBS Group
Switzerland
$31M -$611K -14,135 -2%
SFI
4
SPC Financial Inc
Maryland
$29.4M +$14.4M +333,781 +101%
LPWM
5
Lake Point Wealth Management
Texas
$27.8M +$27.2M +629,378 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.9M +$752K +17,410 +3%
WMG
7
WESCAP Management Group
California
$22M +$151K +3,488 +0.7%
AIC
8
Ameritas Investment Company
Nebraska
$21.5M -$11.5M -267,306 -100%
LPL Financial
9
LPL Financial
California
$18.1M +$1.94M +45,015 +12%
SAM
10
Summit Asset Management
Tennessee
$15.6M +$308K +7,136 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.4M +$1.18M +27,405 +9%
UCFA
12
United Capital Financial Advisors
Texas
$13.9M -$400K -9,264 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$13.8M +$448K +10,380 +3%
KAS
14
Kestra Advisory Services
Texas
$13M +$581K +13,461 +5%
CRC
15
Curi RMB Capital
Illinois
$12.4M -$579K -13,397 -5%
CWA
16
Choice Wealth Advisors
Maine
$10.7M +$652K +15,097 +7%
CPWM
17
Cardinal Point Wealth Management
California
$10.3M +$308K +7,138 +3%
FA
18
FDx Advisors
Illinois
$9.73M -$256K -5,924 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.17M -$346K -8,000 -4%
Ameriprise
20
Ameriprise
Minnesota
$9.06M -$236K -5,463 -3%
SPIA
21
Steward Partners Investment Advisory
New York
$8.54M -$403K -9,320 -5%
BI
22
Berkeley Inc
Idaho
$7.64M +$39.1K +906 +0.5%
AWM
23
AE Wealth Management
Kansas
$7.56M +$1.29M +29,804 +21%
SWM
24
Sculati Wealth Management
Michigan
$7.53M +$133K +3,078 +2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$6.26M +$178K +4,118 +3%