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WisdomTree International Quality Dividend Growth Fund
IQDG

59 hedge funds and large institutions have $282M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $232M → $282M (+$50.2M)

9% more funds holding

Funds holding: 54 → 59 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

61.91% less ownership

Funds ownership: 143.12% → 81.21% (-62%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
22
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.9M
2
OWA
Outlook Wealth Advisors
Texas
+$7.26M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.68M
5
LPL Financial
LPL Financial
California
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
OCM
One Capital Management
California
-$4.91M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$1.97M
3
SHJ
Sharkey, Howes & Javer
Colorado
-$1.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.18M
5
SAM
Stringer Asset Management
Tennessee
-$961K
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Empirical Asset Management
Massachusetts
$997K +$977K +24,994 New
CA
27
Cetera Advisors
Colorado
$980K +$126K +3,228 +15%
OMC
28
Old Mission Capital
Illinois
$817K – – –
CIBC World Market
29
CIBC World Market
Ontario, Canada
$787K -$12.7K -325 -2%
MMM
30
Mendel Money Management
Illinois
$699K +$181K +4,641 +36%
HighTower Advisors
31
HighTower Advisors
Illinois
$691K -$9.66K -247 -1%
AWS
32
AJ Wealth Strategies
New York
$595K – – –
HH
33
Hilltop Holdings
Texas
$568K +$557K +14,238 New
SFM
34
Signet Financial Management
New Jersey
$566K +$555K +14,185 New
FEG
35
Financial Enhancement Group
Indiana
$548K +$46.1K +1,179 +9%
SAM
36
Stringer Asset Management
Tennessee
$442K -$961K -24,591 -68%
PGAM
37
Princeton Global Asset Management
New Jersey
$431K -$11K -282 -3%
SWP
38
Stratos Wealth Partners
Ohio
$412K -$3.67K -94 -0.9%
APA
39
Astoria Portfolio Advisors
New York
$368K +$361K +9,222 New
JMPWA
40
JP Morgan Private Wealth Advisors
California
$353K +$58.8K +1,504 +20%
GG
41
Gofen & Glossberg
Illinois
$320K – – –
Truist Financial
42
Truist Financial
North Carolina
$255K – – –
TCM
43
Triumph Capital Management
Colorado
$246K +$586 +15 +0.2%
NFG
44
Nations Financial Group
Iowa
$230K +$225K +5,757 New
MIAS
45
Mason Investment Advisory Services
Virginia
$223K +$219K +5,592 New
VAS
46
Vestmark Advisory Solutions
Massachusetts
$218K -$586 -15 -0.3%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$177K +$6.96K +178 +4%
VNA
48
Valley National Advisers
Pennsylvania
$68K – – –
NFG
49
Next Financial Group
Texas
$66K – – –
ACA
50
Aptus Capital Advisors
Alabama
$59K – – –
1
2
3

IQDG Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2021, worth a combined $282M — up 22% from $232M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IQDG positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was One Capital Management, cutting an estimated $4.91M.

  • 59 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2021, up from 54 in Q3 2021.
  • Funds reported $282M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2021, up 22% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2021 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2021 was One Capital Management, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2021.