WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
239 hedge funds and large institutions have $2.11B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 63 reducing their positions, and 17 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 63
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
5% more capital invested
Capital invested by funds: $2.01B → $2.11B (+$108M)
3% more funds holding
Funds holding: 233 → 239 (+6)
0.95% less ownership
Funds ownership: 75.17% → 74.22% (-0.95%)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$31.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.3M |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
+$11.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
-$17.1M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$12.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$11.8M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.98M |
| 5 |
FIC
Family Investment Center
Saint Joseph,
Missouri
|
-$4.89M |
IHDG Hedge Fund Activity: Q3 2024 in Review
239 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q3 2024, worth a combined $2.11B — up 5.4% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IHDG positions and 17 closed out — a net gain of 7 holders — while 122 added to existing stakes and 63 trimmed.
The largest buyer was Falcon Wealth Planning, opening a new position worth an estimated $31.9M. The largest seller was Employees Retirement Fund of the City of Fort Worth, exiting entirely with an estimated $17.1M sold.
- 239 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q3 2024, up from 233 in Q2 2024.
- Funds reported $2.11B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q3 2024, up 5.4% quarter-over-quarter.
- 24 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q3 2024 and 17 closed out, a net change of +7 holders.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q3 2024 was Falcon Wealth Planning, an estimated $31.9M added.
- The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q3 2024 was Employees Retirement Fund of the City of Fort Worth, an estimated $17.1M sold.
Based on aggregated 13F filings for Q3 2024.