WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
209 hedge funds and large institutions have $1.45B 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.
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
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
22% more capital invested
Capital invested by funds: $1.19B → $1.45B (+$258M)
3% more funds holding
Funds holding: 203 → 209 (+6)
2.19% more ownership
Funds ownership: 70.35% → 72.55% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.7M |
| 2 |
Morgan Stanley
New York
|
+$15.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$11M |
| 4 |
ES
Eagle Strategies
New York
|
+$10.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.02M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.72M |
| 3 |
SI
Saxon Interests
Houston,
Texas
|
-$4.61M |
| 4 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$3.34M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$2.63M |
IHDG Hedge Fund Activity: Q4 2023 in Review
209 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q4 2023, worth a combined $1.45B — up 22% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IHDG positions and 20 closed out — a net gain of 9 holders — while 101 added to existing stakes and 50 trimmed.
The largest buyer was Ameriprise, adding an estimated $62.7M. The largest seller was Ameritas Advisory Services, cutting an estimated $9.02M.
- 209 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q4 2023, up from 203 in Q3 2023.
- Funds reported $1.45B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q4 2023, up 22% quarter-over-quarter.
- 29 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q4 2023 and 20 closed out, a net change of +9 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q4 2023 was Ameriprise, an estimated $62.7M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q4 2023 was Ameritas Advisory Services, an estimated $9.02M sold.
Based on aggregated 13F filings for Q4 2023.