WisdomTree International Quality Dividend Growth Fund
IQDG
34 hedge funds and large institutions have $115M invested in WisdomTree International Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $109M → $115M (+$5.86M)
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.74% less ownership
Funds ownership: 77.57% → 73.83% (-3.7%)
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$6.79M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$6.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$854K |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.08M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.96M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.59M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$2.06M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $215K | -$6.78K | -198 | -3% |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $60K | – | – | – |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $42K | – | – | – |
|
|
CAL
29
Capital Advisors Ltd
Shaker Heights,
Ohio
| $34K | – | – | – |
|
|
S
30
SignatureFD
Atlanta,
Georgia
| $32K | – | – | – |
|
31
Morgan Stanley
New York
| $29K | – | – | – |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $16K | – | – | – |
|
|
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | -$109K | -3,194 | -98% |
|
34
Jane Street
New York
| – | -$1.09M | -33,418 | Closed |
|
|
CA
35
Cetera Advisors
Denver,
Colorado
| – | -$223K | -6,839 | Closed |
|
|
VAS
36
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$207K | -6,344 | Closed |
|
|
CHAM
37
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$74.2K | -2,275 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$29K | -883 | Closed |
|
|
IA
39
IFP Advisors
Tampa,
Florida
| – | -$19.3K | -563 | -100% |
|
40
Wells Fargo
San Francisco,
California
| – | -$9.52K | -278 | Closed |
|
IQDG Hedge Fund Activity: Q4 2020 in Review
34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2020, worth a combined $115M — up 5.4% from $109M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IQDG positions and 6 closed out — a net gain of 1 holder — while 4 added to existing stakes and 16 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $6.79M. The largest seller was Raymond James & Associates, cutting an estimated $9.08M.
- 34 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2020, up from 33 in Q3 2020.
- Funds reported $115M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2020, up 5.4% quarter-over-quarter.
- 7 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2020 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $6.79M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2020 was Raymond James & Associates, an estimated $9.08M sold.
Based on aggregated 13F filings for Q4 2020.