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WisdomTree International Hedged Quality Dividend Growth Fund

138 hedge funds and large institutions have $752M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 44

1.13% less ownership

Funds ownership: 69.58%68.45% (-1.1%)

3% less funds holding

Funds holding: 142138 (-4)

8% less capital invested

Capital invested by funds: $815M → $752M (-$62.8M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
138
Holders Change
-4
Holders Change %
-2.82%
% of All Funds
2.32%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
13
Increased
60
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$114M +$2.46M +60,441 +2%
Bank of America
2
Bank of America
North Carolina
$105M +$13.9M +342,323 +14%
UBS Group
3
UBS Group
Switzerland
$34.2M -$521K -12,797 -1%
SFI
4
SPC Financial Inc
Maryland
$27M -$541K -13,291 -2%
LPL Financial
5
LPL Financial
California
$25.8M +$4.13M +101,549 +17%
LPWM
6
Lake Point Wealth Management
Texas
$23.7M -$1.58M -38,903 -6%
Ameriprise
7
Ameriprise
Minnesota
$23.7M +$9.52M +233,923 +59%
Wells Fargo
8
Wells Fargo
California
$23M +$3.98M +97,848 +19%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$22.7M +$152K +3,729 +0.6%
AAS
10
Ameritas Advisory Services
Nebraska
$22.1M +$905K +22,244 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$17.4M +$2.42M +59,363 +15%
WMG
12
WESCAP Management Group
California
$16.1M -$1.02M -25,138 -6%
FA
13
FDx Advisors
Illinois
$16M +$105K +2,568 +0.6%
SAM
14
Summit Asset Management
Tennessee
$13.7M -$411K -10,108 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.7M +$2.2M +54,068 +17%
KAS
16
Kestra Advisory Services
Texas
$13.4M +$1.59M +38,986 +12%
AWM
17
AE Wealth Management
Kansas
$11.9M +$3.32M +81,519 +35%
UCFA
18
United Capital Financial Advisors
Texas
$11.5M -$267K -6,569 -2%
CRC
19
Curi RMB Capital
Illinois
$10.1M -$449K -11,037 -4%
SPIA
20
Steward Partners Investment Advisory
New York
$9.71M +$1.12M +27,590 +12%
CPWMP
21
Cardinal Point Wealth Management Partners
California
$9.43M -$284K -6,969 -3%
Creative Planning
22
Creative Planning
Kansas
$8.41M +$6.64M +163,134 +264%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.3M +$1.06M +26,121 +13%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$7.79M +$1.09M +26,775 +15%
SWM
25
Sculati Wealth Management
Michigan
$7.2M +$306K +7,515 +4%