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WisdomTree International Quality Dividend Growth Fund

53 hedge funds and large institutions have $215M invested in WisdomTree International Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1.93% more ownership

Funds ownership: 72.69%74.62% (+1.9%)

12% less funds holding

Funds holding: 6053 (-7)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

22% less capital invested

Capital invested by funds: $276M → $215M (-$60.5M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.89%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
8
Increased
19
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$599K -$213K -6,438 -24%
RWP
27
Revolve Wealth Partners
New Jersey
$597K +$666K +20,155 New
FEG
28
Financial Enhancement Group
Indiana
$506K +$104K +3,158 +23%
MMM
29
Mendel Money Management
Illinois
$483K -$58.8K -1,779 -10%
PGAM
30
Princeton Global Asset Management
New Jersey
$456K -$4.76K -144 -0.9%
AWS
31
AJ Wealth Strategies
New York
$442K
5L
32
55I LLC
Massachusetts
$368K +$212K +6,407 +106%
MLA
33
My Legacy Advisors
Oregon
$354K +$405K +12,255 New
SAM
34
Stringer Asset Management
Tennessee
$333K -$331K -10,023 -47%
APA
35
Astoria Portfolio Advisors
New York
$303K +$94.3K +2,854 +39%
PAG
36
Private Advisor Group
New Jersey
$293K -$578K -17,486 -64%
Citadel Advisors
37
Citadel Advisors
Florida
$255K -$2.03M -61,457 -88%
LSA
38
Lansing Street Advisors
Pennsylvania
$251K +$5.78K +175 +2%
GG
39
Gofen & Glossberg
Illinois
$233K -$4.96K -150 -2%
EW
40
Element Wealth
Mississippi
$162K +$6.21K +188 +4%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$134K +$1.78K +54 +1%
AIM
42
Arcadia Investment Management
Michigan
$65K -$534K -16,163 -88%
IWP
43
IAG Wealth Partners
Wisconsin
$53K -$6.64K -201 -10%
ACA
44
Aptus Capital Advisors
Alabama
$44K
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$44K +$48.8K +1,475 New
IA
46
IFP Advisors
Florida
$33K
VNA
47
Valley National Advisers
Pennsylvania
$27K -$25.8K -781 -46%
CAL
48
Capital Advisors Ltd
Ohio
$27K
CFD
49
Creative Financial Designs
Indiana
$27K +$694 +21 +2%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$19.9K +601 New

IQDG Hedge Fund Activity: Q2 2022 in Review

53 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2022, worth a combined $215M — down 22% from $276M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IQDG and 8 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Journey Strategic Wealth, opening a new position worth an estimated $11.6M. The largest seller was Envestnet Asset Management, cutting an estimated $7.56M.

  • 53 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2022, down from 60 in Q1 2022.
  • Funds reported $215M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2022 and 15 closed out, a net change of -7 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2022 was Journey Strategic Wealth, an estimated $11.6M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q2 2022.