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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

127 hedge funds and large institutions have $688M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

3% more funds holding

Funds holding: 123 → 127 (+4)

1.98% more ownership

Funds ownership: 63.59% → 65.57% (+2%)

3% more capital invested

Capital invested by funds: $667M → $688M (+$21.2M)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
127
Holders Change
+4
Holders Change %
+3.25%
% of All Funds
2.22%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
12
Increased
64
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIC
Ameritas Investment Company
Nebraska
+$23.1M
2
Morgan Stanley
Morgan Stanley
New York
+$10.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.44M
4
FA
FDx Advisors
Illinois
+$4.55M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.87M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$4.45M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$673K
3
UCFA
United Capital Financial Advisors
Texas
-$630K
4
IA
Insight Advisors
Pennsylvania
-$514K
5
OMC
Old Mission Capital
Illinois
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$118M +$10.7M +235,430 +9%
Bank of America
2
Bank of America
North Carolina
$99.8M +$1.15M +25,421 +1%
UBS Group
3
UBS Group
Switzerland
$30.3M -$27.1K -598 -0.1%
SFI
4
SPC Financial Inc
Maryland
$30M +$1.38M +30,418 +5%
LPWM
5
Lake Point Wealth Management
Texas
$27.7M +$555K +12,249 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.8M +$438K +9,660 +2%
WMG
7
WESCAP Management Group
California
$22.1M +$545K +12,025 +2%
AIC
8
Ameritas Investment Company
Nebraska
$22M +$23.1M +508,897 +206,031%
LPL Financial
9
LPL Financial
California
$19.5M +$1.8M +39,744 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$15.9M +$889K +19,619 +6%
SAM
11
Summit Asset Management
Tennessee
$15.6M +$350K +7,718 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$15.3M +$1.84M +40,610 +13%
FA
13
FDx Advisors
Illinois
$13.9M +$4.55M +100,443 +46%
KAS
14
Kestra Advisory Services
Texas
$13.4M +$681K +15,040 +5%
UCFA
15
United Capital Financial Advisors
Texas
$13M -$630K -13,904 -4%
CRC
16
Curi RMB Capital
Illinois
$12.1M +$7.79K +172 +0.1%
CWA
17
Choice Wealth Advisors
Maine
$10.6M +$165K +3,648 +2%
CPWM
18
Cardinal Point Wealth Management
California
$10.2M +$213K +4,709 +2%
Ameriprise
19
Ameriprise
Minnesota
$9.35M +$503K +11,102 +5%
SPIA
20
Steward Partners Investment Advisory
New York
$8.34M -$11.5K -254 -0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.34M -$673K -14,859 -7%
AWM
22
AE Wealth Management
Kansas
$8.28M +$920K +20,319 +12%
BI
23
Berkeley Inc
Idaho
$7.59M +$116K +2,565 +1%
SWM
24
Sculati Wealth Management
Michigan
$7.45M +$84K +1,854 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$7.4M +$1.87M +41,274 +32%
1
2 3 4 5

IHDG Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2021, worth a combined $688M — up 3.2% from $667M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHDG positions and 6 closed out — a net gain of 6 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Ameritas Investment Company, adding an estimated $23.1M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.45M sold.

  • 127 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $688M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 12 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2021 was Ameritas Investment Company, an estimated $23.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2021 was Flow Traders U.S., an estimated $4.45M sold.

Based on aggregated 13F filings for Q3 2021.