WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
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.
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: 142 → 138 (-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: 13 → 11 (-2)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.52M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$6.64M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.27M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$13.2M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$4.42M |
| 3 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$4.2M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.26M |
| 5 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
-$1.58M |
IHDG Hedge Fund Activity: Q2 2022 in Review
138 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2022, worth a combined $752M — down 7.7% from $815M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IHDG and 13 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 60 added.
The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Choice Wealth Advisors, exiting entirely with an estimated $13.2M sold.
- 138 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2022, down from 142 in Q1 2022.
- Funds reported $752M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
- 13 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2022 and 17 closed out, a net change of -4 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2022 was Bank of America, an estimated $13.9M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2022 was Choice Wealth Advisors, an estimated $13.2M sold.
Based on aggregated 13F filings for Q2 2022.