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WisdomTree International Quality Dividend Growth Fund
IQDG

54 hedge funds and large institutions have $232M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28.06% more ownership

Funds ownership: 115.05% → 143.12% (+28%)

19% more capital invested

Capital invested by funds: $195M → $232M (+$37M)

0% more funds holding

Funds holding: 54 → 54 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
26
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.2M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
+$12.2M
3
OCM
One Capital Management
California
+$7.79M
4
Jane Street
Jane Street
New York
+$3.12M
5
CA
CGN Advisors
Kansas
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.61M
3
3LCM
3D/L Capital Management
Connecticut
-$371K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$65.3K
5
SAM
Stringer Asset Management
Tennessee
-$59.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
Trilogy Capital
California
$722K +$25.3K +622 +3%
FHA
27
Flagship Harbor Advisors
Massachusetts
$696K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$672K -$30.1K -739 -4%
AWS
29
AJ Wealth Strategies
New York
$568K – – –
MMM
30
Mendel Money Management
Illinois
$490K +$84.8K +2,084 +19%
FEG
31
Financial Enhancement Group
Indiana
$478K +$39.6K +973 +8%
PGAM
32
Princeton Global Asset Management
New Jersey
$422K +$33.9K +833 +8%
SWP
33
Stratos Wealth Partners
Ohio
$397K +$42K +1,032 +11%
GG
34
Gofen & Glossberg
Illinois
$306K – – –
JMPWA
35
JP Morgan Private Wealth Advisors
California
$280K – – –
VCM
36
Virtue Capital Management
Tennessee
$249K +$266K +6,528 New
Truist Financial
37
Truist Financial
North Carolina
$243K -$5.49K -135 -2%
TCM
38
Triumph Capital Management
Colorado
$234K +$2.93K +72 +1%
BCI
39
Brinker Capital Investments
Pennsylvania
$233K -$21.3K -523 -8%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$209K -$3.62K -89 -2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$163K +$1.26K +31 +0.7%
HA
42
Herold Advisors
New York
$119K +$127K +3,125 New
VNA
43
Valley National Advisers
Pennsylvania
$65K – – –
NFG
44
Next Financial Group
Texas
$63K – – –
ACA
45
Aptus Capital Advisors
Alabama
$56K – – –
William Blair & Company
46
William Blair & Company
Illinois
$40K – – –
CFD
47
Creative Financial Designs
Indiana
$31K +$12.6K +310 +63%
GRP
48
Global Retirement Partners
California
$17K – – –
AF
49
Advisornet Financial
Minnesota
$11K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$3K – – –
1
2
3

IQDG Hedge Fund Activity: Q3 2021 in Review

54 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2021, worth a combined $232M — up 19% from $195M a quarter earlier.

Fund positioning in IQDG was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 26 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.71M sold.

  • 54 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $232M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2021, up 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2021 and 6 closed out, a net change of 0 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2021 was Morgan Stanley, an estimated $21.2M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2021 was Citadel Advisors, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2021.