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WisdomTree International Hedged Quality Dividend Growth Fund

203 hedge funds and large institutions have $1.19B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

151% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 41

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

12% more funds holding

Funds holding: 182203 (+21)

7% more capital invested

Capital invested by funds: $1.12B → $1.19B (+$76.8M)

1.83% more ownership

Funds ownership: 68.52%70.35% (+1.8%)

Holders
203
Holders Change
+21
Holders Change %
+11.54%
% of All Funds
3.22%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.32%
New
33
Increased
103
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$159M +$3.59M +90,788 +2%
LPL Financial
2
LPL Financial
California
$105M +$23.3M +588,654 +28%
Bank of America
3
Bank of America
North Carolina
$104M -$3.02M -76,434 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$58.1M +$8.02M +202,801 +16%
UBS Group
5
UBS Group
Switzerland
$47.2M +$975K +24,649 +2%
AAS
6
Ameritas Advisory Services
Nebraska
$36.5M +$37.3M +942,803 New
Creative Planning
7
Creative Planning
Kansas
$30.8M +$2.51M +63,393 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$27.9M -$9.88M -249,784 -26%
PAG
9
Private Advisor Group
New Jersey
$23.9M +$2.01M +50,862 +9%
Ameriprise
10
Ameriprise
Minnesota
$22.7M +$739K +18,693 +3%
PA
11
Prism Advisors
California
$18.9M +$19.3M +487,318 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$18.7M +$361K +9,137 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$18.3M +$679K +17,165 +4%
Stifel Financial
14
Stifel Financial
Missouri
$18.1M +$985K +24,911 +6%
KAS
15
Kestra Advisory Services
Texas
$16.7M -$883K -22,313 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16M +$778K +19,664 +5%
AWM
17
AE Wealth Management
Kansas
$15.7M +$2.79M +70,515 +21%
WMG
18
WESCAP Management Group
California
$15.7M +$96.4K +2,438 +0.6%
SAM
19
Summit Asset Management
Tennessee
$14.5M +$232K +5,854 +2%
ERFOTCOFW
20
Employees Retirement Fund of the City of Fort Worth
Texas
$14.5M +$14.8M +374,000 New
PFO
21
Pathstone Family Office
New Jersey
$13.7M +$238K +6,009 +2%
Wells Fargo
22
Wells Fargo
California
$13.4M +$1.58M +39,847 +13%
CWA
23
Choice Wealth Advisors
Maine
$12.5M -$79.6K -2,012 -0.6%
HAIM
24
Hunter Associates Investment Management
Pennsylvania
$12.4M +$1.35M +34,056 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12.3M -$957K -24,186 -7%

IHDG Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2023, worth a combined $1.19B — up 6.9% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IHDG positions and 11 closed out — a net gain of 22 holders — while 103 added to existing stakes and 41 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $37.3M. The largest seller was FDx Advisors, exiting entirely with an estimated $16M sold.

  • 203 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2023, up from 182 in Q2 2023.
  • Funds reported $1.19B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 33 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2023 and 11 closed out, a net change of +22 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $37.3M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2023 was FDx Advisors, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2023.