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WisdomTree International Hedged Quality Dividend Growth Fund
IHDG

Overview Fund Activity

141 hedge funds and large institutions have $815M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.23%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
17
Increased
66
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.2M
2
UBS Group
2
UBS Group
Switzerland
$39.8M
3
LPL Financial
3
LPL Financial
California
$25.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$129M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$3.82M

Top Sellers

1
CP
1
Castleview Partners
Texas
$5.51M
2
WMG
2
WESCAP Management Group
California
$19.5M
3
CA
3
Cetera Advisors
Colorado
$3.65M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.4M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$4.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$129M 2,999,394 +92,638 +3%
Bank of America
2
Bank of America
North Carolina
$106M 2,458,435 +37,845 +2%
UBS Group
3
UBS Group
Switzerland
$39.8M 926,276 +174,331 +23%
SFI
4
SPC Financial Inc
Maryland
$31.6M 735,083 +23,334 +3%
LPWM
5
Lake Point Wealth Management
Texas
$28.9M 672,534 +11,833 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.8M 601,989 +14,204 +2%
LPL Financial
7
LPL Financial
California
$25.2M 587,894 +137,450 +31%
AAS
8
Ameritas Advisory Services
Nebraska
$24.4M 568,803 +44,228 +8%
Wells Fargo
9
Wells Fargo
California
$22.2M 515,950 +341,123 +195%
WMG
10
WESCAP Management Group
California
$19.5M 454,744 -55,995 -11%
FA
11
FDx Advisors
Illinois
$18.2M 424,391 +24,870 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.4M 405,575 +31,741 +8%
Ameriprise
13
Ameriprise
Minnesota
$17.1M 399,492 +23,306 +6%
SAM
14
Summit Asset Management
Tennessee
$16.2M 376,639 +10,639 +3%
KAS
15
Kestra Advisory Services
Texas
$13.7M 319,335 +6,048 +2%
UCFA
16
United Capital Financial Advisors
Texas
$13.5M 313,887 +4,154 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.4M 311,698 -33,516 -10%
CWA
18
Choice Wealth Advisors
Maine
$13.2M 309,241 +27,741 +10%
CRC
19
Curi RMB Capital
Illinois
$12.1M 281,105 +2,908 +1%
CPWMP
20
Cardinal Point Wealth Management Partners
California
$11.1M 258,926 +14,802 +6%
AWM
21
AE Wealth Management
Kansas
$10.1M 236,266 +32,377 +16%
SPIA
22
Steward Partners Investment Advisory
New York
$9.95M 231,786 +25,517 +12%
WMR
23
Wealth Management Resources
Rhode Island
$9.2M 214,212 +7,471 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$8.85M 180,301 +1,985 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.4M 195,678 -2,406 -1%
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