WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
182 hedge funds and large institutions have $1.12B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 34 reducing their positions, and 10 closing their positions.
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
174% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 34
17% more capital invested
Capital invested by funds: $951M → $1.12B (+$166M)
15% more funds holding
Funds holding: 158 → 182 (+24)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
0.01% less ownership
Funds ownership: 68.54% → 68.52% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$32.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$30.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18M |
| 4 |
Morgan Stanley
New York
|
+$14.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$35.7M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$11.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.12M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$4.13M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.24M |
IHDG Hedge Fund Activity: Q2 2023 in Review
182 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q2 2023, worth a combined $1.12B — up 17% from $951M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IHDG positions and 10 closed out — a net gain of 25 holders — while 93 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $32.5M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $35.7M sold.
- 182 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q2 2023, up from 158 in Q1 2023.
- Funds reported $1.12B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q2 2023, up 17% quarter-over-quarter.
- 35 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q2 2023 and 10 closed out, a net change of +25 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q2 2023 was LPL Financial, an estimated $32.5M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q2 2023 was Ameritas Advisory Services, an estimated $35.7M sold.
Based on aggregated 13F filings for Q2 2023.