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WisdomTree International Hedged Quality Dividend Growth Fund

136 hedge funds and large institutions have $795M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

25.89% more ownership

Funds ownership: 65.57%91.46% (+26%)

16% more capital invested

Capital invested by funds: $688M → $795M (+$107M)

7% more funds holding

Funds holding: 127136 (+9)

Holders
136
Holders Change
+9
Holders Change %
+7.09%
% of All Funds
2.09%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.2%
New
24
Increased
53
Reduced
30
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
$133M +$7.24M +162,223 +6%
Bank of America
2
Bank of America
North Carolina
$111M +$4.87M +109,102 +5%
UBS Group
3
UBS Group
Switzerland
$34.4M +$2.19M +49,185 +7%
SFI
4
SPC Financial Inc
Maryland
$32.6M +$709K +15,879 +2%
LPWM
5
Lake Point Wealth Management
Texas
$30.2M +$851K +19,074 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$26.9M -$448K -10,037 -2%
AAS
7
Ameritas Advisory Services
Nebraska
$24M +$23.4M +524,575 New
WMG
8
WESCAP Management Group
California
$23.4M -$5.31K -119 -0%
LPL Financial
9
LPL Financial
California
$20.6M -$17.1K -384 -0.1%
FA
10
FDx Advisors
Illinois
$18.3M +$3.5M +78,531 +24%
Ameriprise
11
Ameriprise
Minnesota
$17.2M +$7.13M +159,713 +74%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.1M +$267K +5,992 +2%
SAM
13
Summit Asset Management
Tennessee
$16.7M +$246K +5,509 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$15.8M -$406K -9,100 -3%
KAS
15
Kestra Advisory Services
Texas
$14.3M +$150K +3,358 +1%
UCFA
16
United Capital Financial Advisors
Texas
$14.2M +$354K +7,929 +3%
CWA
17
Choice Wealth Advisors
Maine
$12.9M +$1.59M +35,712 +15%
CRC
18
Curi RMB Capital
Illinois
$12.7M -$94K -2,107 -0.8%
CPWMP
19
Cardinal Point Wealth Management Partners
California
$11.2M +$10.9M +244,124 New
WMR
20
Wealth Management Resources
Rhode Island
$9.46M +$9.23M +206,741 New
SPIA
21
Steward Partners Investment Advisory
New York
$9.44M +$583K +13,064 +7%
AWM
22
AE Wealth Management
Kansas
$9.33M +$543K +12,174 +6%
CP
23
Corbenic Partners
Pennsylvania
$9.11M +$3.1M +69,505 +54%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.06M +$223K +5,006 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.16M +$307K +6,890 +4%

IHDG Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2021, worth a combined $795M — up 16% from $688M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHDG positions and 13 closed out — a net gain of 11 holders — while 53 added to existing stakes and 30 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.09M sold.

  • 136 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $795M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 24 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2021 was Morgan Stanley, an estimated $7.24M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2021 was Susquehanna International Group, an estimated $7.09M sold.

Based on aggregated 13F filings for Q4 2021.