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WisdomTree International Hedged Quality Dividend Growth Fund

209 hedge funds and large institutions have $1.64B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 50

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

37% more capital invested

Capital invested by funds: $1.19B → $1.64B (+$446M)

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

11.6% more ownership

Funds ownership: 70.35%81.95% (+12%)

3% more funds holding

Funds holding: 203209 (+6)

Holders
209
Holders Change
+6
Holders Change %
+2.96%
% of All Funds
3.05%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.38%
New
29
Increased
101
Reduced
50
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$376M +$193M +4,869,637 +119%
LPL Financial
2
LPL Financial
California
$126M +$11M +277,955 +10%
Bank of America
3
Bank of America
North Carolina
$115M +$1.8M +45,384 +2%
Ameriprise
4
Ameriprise
Minnesota
$90.9M +$62.7M +1,580,587 +270%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$62.4M -$500K -12,590 -0.8%
UBS Group
6
UBS Group
Switzerland
$57.2M +$5.78M +145,545 +12%
Creative Planning
7
Creative Planning
Kansas
$35.9M +$2.39M +60,212 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$33M +$2.65M +66,677 +9%
AAS
9
Ameritas Advisory Services
Nebraska
$30M -$9.02M -227,344 -24%
PAG
10
Private Advisor Group
New Jersey
$28.1M +$2.01M +50,726 +8%
PA
11
Prism Advisors
California
$22M +$1.46M +36,916 +8%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$21.2M +$850K +21,409 +4%
AWM
13
AE Wealth Management
Kansas
$21M +$3.31M +83,332 +21%
Stifel Financial
14
Stifel Financial
Missouri
$20.1M +$395K +9,945 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$19.2M -$536K -13,496 -3%
KAS
16
Kestra Advisory Services
Texas
$17.9M -$201K -5,062 -1%
Wells Fargo
17
Wells Fargo
California
$17.8M +$3.08M +77,549 +22%
WMG
18
WESCAP Management Group
California
$16.8M -$167K -4,198 -1%
SAM
19
Summit Asset Management
Tennessee
$16.1M +$382K +9,617 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.8M -$1.52M -38,339 -9%
ERFOTCOFW
21
Employees Retirement Fund of the City of Fort Worth
Texas
$15.7M
Jane Street
22
Jane Street
New York
$15.2M +$2.49M +62,813 +21%
HAIM
23
Hunter Associates Investment Management
Pennsylvania
$15.1M +$1.61M +40,636 +13%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$14.9M +$14.1M +355,186 New
ES
25
Eagle Strategies
New York
$14.5M +$10.4M +262,951 +318%