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WisdomTree International Hedged Quality Dividend Growth Fund

141 hedge funds and large institutions have $768M invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2% more funds holding

Funds holding: 138141 (+3)

2% more capital invested

Capital invested by funds: $752M → $768M (+$16M)

1.16% less ownership

Funds ownership: 68.45%67.28% (-1.2%)

Holders
141
Holders Change
+3
Holders Change %
+2.17%
% of All Funds
2.43%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
18
Increased
61
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$119M +$10.1M +260,536 +9%
Bank of America
2
Bank of America
North Carolina
$97.6M -$3.11M -80,205 -3%
UBS Group
3
UBS Group
Switzerland
$33.1M +$336K +8,682 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27.9M +$12.1M +313,039 +67%
SFI
5
SPC Financial Inc
Maryland
$26.4M +$489K +12,633 +2%
LPL Financial
6
LPL Financial
California
$25.8M +$1.13M +29,069 +4%
Ameriprise
7
Ameriprise
Minnesota
$25.7M +$3.19M +82,474 +13%
AAS
8
Ameritas Advisory Services
Nebraska
$24.8M +$3.88M +100,128 +17%
Wells Fargo
9
Wells Fargo
California
$24.4M +$2.54M +65,641 +11%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$21.2M -$535K -13,804 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.8M +$2.89M +74,659 +20%
FA
12
FDx Advisors
Illinois
$15.2M -$114K -2,934 -0.7%
WMG
13
WESCAP Management Group
California
$15.1M -$355K -9,175 -2%
Jane Street
14
Jane Street
New York
$13.8M +$10.7M +275,381 +251%
SAM
15
Summit Asset Management
Tennessee
$13.3M +$166K +4,294 +1%
AWM
16
AE Wealth Management
Kansas
$12.3M +$927K +23,924 +8%
Creative Planning
17
Creative Planning
Kansas
$12.3M +$4.51M +116,517 +52%
CWA
18
Choice Wealth Advisors
Maine
$11.1M +$12M +310,577 New
CRC
19
Curi RMB Capital
Illinois
$9.5M -$205K -5,288 -2%
CPWMP
20
Cardinal Point Wealth Management Partners
California
$9.26M +$43.2K +1,115 +0.4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$9.16M +$7M +180,651 +242%
UCFA
22
United Capital Financial Advisors
Texas
$9M -$2.19M -56,433 -18%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$8.53M +$1.15M +29,655 +14%
SPIA
24
Steward Partners Investment Advisory
New York
$8.51M -$860K -22,203 -9%
KAS
25
Kestra Advisory Services
Texas
$8.42M -$4.79M -123,675 -35%

IHDG Hedge Fund Activity: Q3 2022 in Review

141 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2022, worth a combined $768M — up 2.1% from $752M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHDG positions and 12 closed out — a net gain of 6 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $12.1M. The largest seller was Kestra Advisory Services, cutting an estimated $4.79M.

  • 141 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2022, up from 138 in Q2 2022.
  • Funds reported $768M of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2022, up 2.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $12.1M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2022 was Kestra Advisory Services, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2022.