We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund
IQDG

50 hedge funds and large institutions have $144M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

47% more funds holding

Funds holding: 34 → 50 (+16)

26% more capital invested

Capital invested by funds: $115M → $144M (+$29.7M)

17.78% more ownership

Funds ownership: 73.83% → 91.61% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+16
Holders Change %
+47.06%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
16
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$15.5M
2
Bank of America
Bank of America
North Carolina
+$3.78M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.86M
4
RJA
Raymond James & Associates
Florida
+$2.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
SHJ
Sharkey, Howes & Javer
Colorado
-$3.54M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.06M
3
KAS
Kestra Advisory Services
Texas
-$1.67M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$60.6K
5
AF
Advisornet Financial
Minnesota
-$31.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
26
Financial Enhancement Group
Indiana
$401K -$20.2K -538 -5%
PGAM
27
Princeton Global Asset Management
New Jersey
$395K -$17.1K -456 -4%
3LCM
28
3D/L Capital Management
Connecticut
$310K +$313K +8,352 New
MMM
29
Mendel Money Management
Illinois
$299K +$63K +1,681 +26%
GG
30
Gofen & Glossberg
Illinois
$298K – – –
FHC
31
First Heartland Consultants
Missouri
$284K +$287K +7,663 New
Truist Financial
32
Truist Financial
North Carolina
$273K – – –
JMPWA
33
JP Morgan Private Wealth Advisors
California
$272K -$28.8K -770 -9%
CA
34
Cetera Advisors
Colorado
$263K +$266K +7,097 New
BCI
35
Brinker Capital Investments
Pennsylvania
$253K -$24K -641 -9%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$212K +$215K +5,730 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$158K -$60.6K -1,619 -27%
RWB
38
RMR Wealth Builders
New Jersey
$82K +$83.3K +2,223 New
NFG
39
Next Financial Group
Texas
$61K – – –
ACA
40
Aptus Capital Advisors
Alabama
$55K +$55.3K +1,475 New
William Blair & Company
41
William Blair & Company
Illinois
$39K +$39.8K +1,062 New
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$37K +$37.3K +996 New
CAL
43
Capital Advisors Ltd
Ohio
$34K – – –
S
44
SignatureFD
Georgia
$33K – – –
GRP
45
Global Retirement Partners
California
$16K – – –
AF
46
Advisornet Financial
Minnesota
$11K -$31.8K -850 -74%
CFGS
47
Concourse Financial Group Securities
Alabama
$3K +$974 +26 +51%
FHA
48
First Horizon Advisors
Tennessee
$3K +$3.93K +105 New
HI
49
Harbour Investments
Wisconsin
$1K +$862 +23 New
IA
50
IFP Advisors
Florida
– -$75 -2 Closed
1
2
3

IQDG Hedge Fund Activity: Q1 2021 in Review

50 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2021, worth a combined $144M — up 26% from $115M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IQDG positions and 1 closed out — a net gain of 16 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $3.54M.

  • 50 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $144M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2021, up 26% quarter-over-quarter.
  • 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2021 and 1 closed out, a net change of +16 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2021 was Sharkey, Howes & Javer, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.