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WisdomTree International Quality Dividend Growth Fund

54 hedge funds and large institutions have $195M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $144M → $195M (+$50.3M)

23.44% more ownership

Funds ownership: 91.61%115.05% (+23%)

8% more funds holding

Funds holding: 5054 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$696K +$107K +2,717 +18%
AWS
27
AJ Wealth Strategies
New York
$594K
FEG
28
Financial Enhancement Group
Indiana
$461K +$29.8K +755 +7%
MMM
29
Mendel Money Management
Illinois
$429K +$107K +2,718 +34%
PGAM
30
Princeton Global Asset Management
New Jersey
$408K -$15.8K -401 -4%
SWP
31
Stratos Wealth Partners
Ohio
$374K +$371K +9,387 New
3LCM
32
3D/L Capital Management
Connecticut
$371K +$38.7K +981 +12%
GG
33
Gofen & Glossberg
Illinois
$319K
JMPWA
34
JP Morgan Private Wealth Advisors
California
$292K
BCI
35
Brinker Capital Investments
Pennsylvania
$264K -$7.22K -183 -3%
Truist Financial
36
Truist Financial
North Carolina
$260K -$33.5K -849 -12%
TCM
37
Triumph Capital Management
Colorado
$248K +$240K +6,081 New
VAS
38
Vestmark Advisory Solutions
Massachusetts
$222K -$6.08K -154 -3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$169K -$829 -21 -0.5%
VNA
40
Valley National Advisers
Pennsylvania
$67K +$66.9K +1,695 New
NFG
41
Next Financial Group
Texas
$66K
ACA
42
Aptus Capital Advisors
Alabama
$59K
William Blair & Company
43
William Blair & Company
Illinois
$42K
CAL
44
Capital Advisors Ltd
Ohio
$37K
S
45
SignatureFD
Georgia
$35K
UBS Group
46
UBS Group
Switzerland
$22K +$21.8K +553 New
CFD
47
Creative Financial Designs
Indiana
$20K +$19.5K +494 New
GRP
48
Global Retirement Partners
California
$17K
AF
49
Advisornet Financial
Minnesota
$12K
FHA
50
First Horizon Advisors
Tennessee
$4K

IQDG Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2021, worth a combined $195M — up 35% from $144M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IQDG positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $13.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.48M sold.

  • 54 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2021, up from 50 in Q1 2021.
  • Funds reported $195M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2021, up 35% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2021 was Cornerstone Wealth Management, an estimated $13.2M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2021 was Goldman Sachs, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2021.