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WisdomTree International Hedged Quality Dividend Growth Fund

262 hedge funds and large institutions have $2.12B invested in WisdomTree International Hedged Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 114 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 82

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

14% more funds holding in top 10

Funds holding in top 10: 2124 (+3)

0.11% more ownership

Funds ownership: 74.18%74.29% (+0.11%)

0% more funds holding

Funds holding: 262262 (0)

6% less capital invested

Capital invested by funds: $2.25B → $2.12B (-$137M)

Holders
262
Holders Change
Holders Change %
0%
% of All Funds
3.51%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
31
Increased
114
Reduced
82
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$289M -$5.54M -121,980 -2%
LPL Financial
2
LPL Financial
California
$260M +$7.27M +160,203 +3%
Bank of America
3
Bank of America
North Carolina
$155M +$9.82M +216,497 +6%
Ameriprise
4
Ameriprise
Minnesota
$75.9M +$15.8M +347,451 +25%
Raymond James Financial
5
Raymond James Financial
Florida
$74.3M +$9.35M +206,117 +14%
AAS
6
Ameritas Advisory Services
Nebraska
$73.9M +$939K +20,691 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$59M +$4.76M +104,855 +8%
UBS Group
8
UBS Group
Switzerland
$52.6M -$10.5M -231,203 -16%
Creative Planning
9
Creative Planning
Kansas
$47.4M +$1.34M +29,594 +3%
PAG
10
Private Advisor Group
New Jersey
$37.7M -$1.25M -27,564 -3%
Stifel Financial
11
Stifel Financial
Missouri
$35.1M +$4.64M +102,256 +14%
FWP
12
Falcon Wealth Planning
California
$30.8M -$1.66M -36,652 -5%
ES
13
Eagle Strategies
New York
$29.8M +$2.91M +64,190 +10%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$28.5M +$5.05M +111,302 +20%
Wells Fargo
15
Wells Fargo
California
$27.8M +$595K +13,108 +2%
TC
16
Trilogy Capital
California
$27.6M +$28.9M +636,221 New
PA
17
Prism Advisors
California
$24.1M -$460K -10,132 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.7M +$1.95M +43,055 +9%
HAIM
19
Hunter Associates Investment Management
Pennsylvania
$21.9M -$2.1M -46,386 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$21.6M +$1.41M +31,030 +7%
KAS
21
Kestra Advisory Services
Texas
$20.3M -$10.3M -226,087 -33%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$20M +$909K +20,025 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$18.8M +$18.7M +413,040 +2,061%
WMG
24
WESCAP Management Group
California
$18.1M -$277K -6,106 -1%
CPCM
25
Cardinal Point Capital Management
Ontario, Canada
$17M +$177K +3,898 +1%

IHDG Hedge Fund Activity: Q1 2025 in Review

262 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) for Q1 2025, worth a combined $2.12B — down 6.1% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IHDG positions and 27 closed out — a net gain of 4 holders — while 114 added to existing stakes and 82 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $28.9M. The largest seller was Mariner, cutting an estimated $14.9M.

  • 262 institutional investors held WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $2.12B of WisdomTree International Hedged Quality Dividend Growth Fund stock for Q1 2025, down 6.1% quarter-over-quarter.
  • 31 funds opened new WisdomTree International Hedged Quality Dividend Growth Fund positions in Q1 2025 and 27 closed out, a net change of +4 holders.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund buyer in Q1 2025 was Trilogy Capital, an estimated $28.9M added.
  • The largest WisdomTree International Hedged Quality Dividend Growth Fund seller in Q1 2025 was Mariner, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2025.