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WisdomTree International Hedged Quality Dividend Growth Fund

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.

New
Increased
Maintained
Reduced
Closed

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

19% more capital invested

Capital invested by funds: $937M → $1.12B (+$180M)

15% more funds holding

Funds holding: 158182 (+24)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.01% less ownership

Funds ownership: 68.54%68.52% (-0.01%)

Holders
182
Holders Change
+24
Holders Change %
+15.19%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
35
Increased
93
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$161M +$14.6M +365,709 +10%
Bank of America
2
Bank of America
North Carolina
$111M -$9.12M -227,659 -8%
LPL Financial
3
LPL Financial
California
$85.6M +$32.5M +811,491 +62%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$52.1M +$30.6M +764,223 +144%
UBS Group
5
UBS Group
Switzerland
$47.9M +$18M +448,280 +60%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$38.9M +$9.57M +238,939 +33%
Creative Planning
7
Creative Planning
Kansas
$29.4M +$5.02M +125,414 +21%
Ameriprise
8
Ameriprise
Minnesota
$22.8M -$1.41M -35,257 -6%
PAG
9
Private Advisor Group
New Jersey
$22.8M +$5.32M +132,823 +31%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$4.18M +104,253 +28%
KAS
11
Kestra Advisory Services
Texas
$18.3M -$1.46M -36,579 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$18.3M +$1.43M +35,769 +9%
Stifel Financial
13
Stifel Financial
Missouri
$17.8M +$374K +9,331 +2%
WMG
14
WESCAP Management Group
California
$16.1M +$200K +4,990 +1%
FA
15
FDx Advisors
Illinois
$16M +$5.51M +137,593 +53%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.8M +$1.87M +46,689 +13%
Osaic Holdings
17
Osaic Holdings
Arizona
$14.9M +$6.42M +160,361 +76%
SAM
18
Summit Asset Management
Tennessee
$14.8M -$72.6K -1,814 -0.5%
PFO
19
Pathstone Family Office
New Jersey
$14M +$12.4K +309 +0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13.7M -$797K -19,905 -6%
AWM
21
AE Wealth Management
Kansas
$13.5M +$3.17M +79,034 +31%
CWA
22
Choice Wealth Advisors
Maine
$13.1M -$105K -2,613 -0.8%
Wells Fargo
23
Wells Fargo
California
$12.3M +$5.95M +148,569 +94%
Mariner
24
Mariner
Kansas
$12.2M +$1.54M +38,433 +14%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$11.8M -$921K -23,002 -7%