WisdomTree International Quality Dividend Growth Fund
IQDG
33 hedge funds and large institutions have $109M invested in WisdomTree International Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
15% more capital invested
Capital invested by funds: $95M → $109M (+$13.8M)
10% more funds holding
Funds holding: 30 → 33 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.18% less ownership
Funds ownership: 80.76% → 77.57% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.33M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$1.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$801K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$554K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$951K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$926K |
| 3 |
Bank of New York Mellon
New York
|
-$702K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$517K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $37K | – | – | – |
|
|
CAL
27
Capital Advisors Ltd
Shaker Heights,
Ohio
| $30K | – | – | – |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| $29K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $29K | +$28.3K | +883 | New |
|
30
Morgan Stanley
New York
| $25K | +$25K | +782 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $17K | +$32 | +1 | +0.2% |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $14K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $9K | +$8.52K | +266 | +2,217% |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$951K | -31,537 | Closed |
|
|
35
Ameriprise
Minneapolis,
Minnesota
| – | -$224K | -7,414 | Closed |
|
|
CAN
36
Cetera Advisor Networks
El Segundo,
California
| – | -$15K | -500 | Closed |
|
IQDG Hedge Fund Activity: Q3 2020 in Review
33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2020, worth a combined $109M — up 15% from $95M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IQDG positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $6.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $951K sold.
- 33 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2020, up from 30 in Q2 2020.
- Funds reported $109M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2020, up 15% quarter-over-quarter.
- 6 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2020 and 3 closed out, a net change of +3 holders.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2020 was Bank of America, an estimated $6.33M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2020 was Citadel Advisors, an estimated $951K sold.
Based on aggregated 13F filings for Q3 2020.