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WisdomTree International Hedged Quality Dividend Growth Fund

233 hedge funds and large institutions have $2B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 44

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.73B → $2B (+$270M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3.97% more ownership

Funds ownership: 72.88%76.84% (+4%)

2% more funds holding

Funds holding: 228233 (+5)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.37%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.38%
New
32
Increased
123
Reduced
44
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$299M +$64.1M +1,408,664 +27%
LPL Financial
2
LPL Financial
California
$243M +$77.8M +1,709,809 +47%
Bank of America
3
Bank of America
North Carolina
$148M +$10.3M +226,885 +7%
Ameriprise
4
Ameriprise
Minnesota
$107M +$8.23M +180,825 +8%
UBS Group
5
UBS Group
Switzerland
$62.2M +$3.06M +67,149 +5%
AAS
6
Ameritas Advisory Services
Nebraska
$53.8M +$5.87M +129,002 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$53.1M +$19.8M +433,920 +59%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$48M -$133K -2,917 -0.3%
Creative Planning
9
Creative Planning
Kansas
$44.4M +$1.03M +22,593 +2%
PAG
10
Private Advisor Group
New Jersey
$41.3M +$2.82M +61,882 +7%
KAS
11
Kestra Advisory Services
Texas
$35.3M +$5.93M +130,187 +20%
Stifel Financial
12
Stifel Financial
Missouri
$30.6M +$513K +11,263 +2%
Wells Fargo
13
Wells Fargo
California
$27.7M +$10.1M +221,920 +58%
PA
14
Prism Advisors
California
$26.1M -$3.92K -86 -0%
MML Investors Services
15
MML Investors Services
Massachusetts
$25.3M +$4.7M +103,285 +23%
ES
16
Eagle Strategies
New York
$24.4M +$24.4M +536,261 New
HAIM
17
Hunter Associates Investment Management
Pennsylvania
$21.5M +$2.98M +65,553 +16%
Osaic Holdings
18
Osaic Holdings
Arizona
$21.4M +$10.1M +222,131 +90%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$20.4M +$977K +21,453 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$20.4M +$1.98M +43,431 +11%
AWM
21
AE Wealth Management
Kansas
$19.8M +$1M +22,016 +5%
SAM
22
Summit Asset Management
Tennessee
$19.3M +$824K +18,109 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$18.4M +$834K +18,328 +5%
WMG
24
WESCAP Management Group
California
$18.3M +$108K +2,383 +0.6%
ERFOTCOFW
25
Employees Retirement Fund of the City of Fort Worth
Texas
$17.1M