We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund
IQDG

60 hedge funds and large institutions have $276M invested in WisdomTree International Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 59 → 60 (+1)

2% less capital invested

Capital invested by funds: $282M → $276M (-$5.78M)

8.52% less ownership

Funds ownership: 81.21% → 72.69% (-8.5%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
28
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.38M
3
RJA
Raymond James & Associates
Florida
+$6.37M
4
OMC
Old Mission Capital
Illinois
+$6.34M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
NWM
NEIRG Wealth Management
Massachusetts
-$12.3M
2
JSW
Journey Strategic Wealth
New Jersey
-$10.8M
3
OWA
Outlook Wealth Advisors
Texas
-$7.41M
4
OCM
One Capital Management
California
-$1.96M
5
Jane Street
Jane Street
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$973K +$77.7K +2,101 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$966K +$336K +9,093 +52%
SFM
28
Signet Financial Management
New Jersey
$803K +$290K +7,830 +55%
SAM
29
Stringer Asset Management
Tennessee
$776K +$368K +9,953 +88%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$747K +$28.1K +760 +4%
AIM
31
Arcadia Investment Management
Michigan
$670K -$1.35M -36,600 -67%
MMM
32
Mendel Money Management
Illinois
$660K +$21.6K +585 +3%
PGAM
33
Princeton Global Asset Management
New Jersey
$567K +$175K +4,737 +44%
AWS
34
AJ Wealth Strategies
New York
$544K – – –
FEG
35
Financial Enhancement Group
Indiana
$508K +$7.51K +203 +1%
HH
36
Hilltop Holdings
Texas
$478K -$41.6K -1,126 -8%
LSA
37
Lansing Street Advisors
Pennsylvania
$301K +$307K +8,315 New
GG
38
Gofen & Glossberg
Illinois
$293K – – –
VAS
39
Vestmark Advisory Solutions
Massachusetts
$285K +$86.3K +2,334 +43%
APA
40
Astoria Portfolio Advisors
New York
$270K -$67.7K -1,831 -20%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$255K -$68.6K -1,854 -21%
AA
42
Auxano Advisors
Washington
$251K +$255K +6,888 New
RIG
43
Roosevelt Investment Group
New York
$231K +$234K +6,321 New
Truist Financial
44
Truist Financial
North Carolina
$227K -$6.36K -172 -3%
MIAS
45
Mason Investment Advisory Services
Virginia
$225K +$20.7K +561 +10%
NFG
46
Nations Financial Group
Iowa
$220K +$10.4K +282 +5%
5L
47
55I LLC
Massachusetts
$220K +$223K +6,027 New
EW
48
Element Wealth
Mississippi
$193K +$196K +5,293 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$163K +$887 +24 +0.5%
HA
50
Herold Advisors
New York
$114K +$116K +3,125 New
1
2
3

IQDG Hedge Fund Activity: Q1 2022 in Review

60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2022, worth a combined $276M — down 2.1% from $282M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IQDG positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was NEIRG Wealth Management, exiting entirely with an estimated $12.3M sold.

  • 60 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2022, up from 59 in Q4 2021.
  • Funds reported $276M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2022 was Morgan Stanley, an estimated $11.1M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2022 was NEIRG Wealth Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2022.