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WisdomTree International Hedged Quality Dividend Growth Fund

142 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 18 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

4% more funds holding

Funds holding: 136142 (+6)

2% more capital invested

Capital invested by funds: $795M → $815M (+$19.6M)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

21.88% less ownership

Funds ownership: 91.46%69.58% (-22%)

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.24%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
18
Increased
66
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$129M +$3.97M +92,638 +3%
Bank of America
2
Bank of America
North Carolina
$106M +$1.62M +37,845 +2%
UBS Group
3
UBS Group
Switzerland
$39.8M +$7.48M +174,331 +23%
SFI
4
SPC Financial Inc
Maryland
$31.6M +$1M +23,334 +3%
LPWM
5
Lake Point Wealth Management
Texas
$28.9M +$507K +11,833 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.8M +$609K +14,204 +2%
LPL Financial
7
LPL Financial
California
$25.2M +$5.89M +137,450 +31%
AAS
8
Ameritas Advisory Services
Nebraska
$24.4M +$1.9M +44,228 +8%
Wells Fargo
9
Wells Fargo
California
$22.2M +$14.6M +341,123 +195%
WMG
10
WESCAP Management Group
California
$19.5M -$2.4M -55,995 -11%
FA
11
FDx Advisors
Illinois
$18.2M +$1.07M +24,870 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.4M +$1.36M +31,741 +8%
Ameriprise
13
Ameriprise
Minnesota
$17.1M +$999K +23,306 +6%
SAM
14
Summit Asset Management
Tennessee
$16.2M +$456K +10,639 +3%
KAS
15
Kestra Advisory Services
Texas
$13.7M +$259K +6,048 +2%
UCFA
16
United Capital Financial Advisors
Texas
$13.5M +$178K +4,154 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.4M -$1.44M -33,516 -10%
CWA
18
Choice Wealth Advisors
Maine
$13.2M +$1.19M +27,741 +10%
CRC
19
Curi RMB Capital
Illinois
$12.1M +$125K +2,908 +1%
CPWMP
20
Cardinal Point Wealth Management Partners
California
$11.1M +$635K +14,802 +6%
AWM
21
AE Wealth Management
Kansas
$10.1M +$1.39M +32,377 +16%
SPIA
22
Steward Partners Investment Advisory
New York
$9.95M +$1.09M +25,517 +12%
WMR
23
Wealth Management Resources
Rhode Island
$9.2M +$320K +7,471 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$8.85M +$85.1K +1,985 +1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8.4M -$103K -2,406 -1%

IHDG Hedge Fund Activity: Q1 2022 in Review

142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2022, worth a combined $815M — up 2.5% from $795M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 9 closed out — a net gain of 9 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.6M. The largest seller was Castleview Partners, cutting an estimated $235M.

  • 142 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2022, up from 136 in Q4 2021.
  • Funds reported $815M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2022 and 9 closed out, a net change of +9 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2022 was Wells Fargo, an estimated $14.6M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2022 was Castleview Partners, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2022.