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WisdomTree International Quality Dividend Growth Fund
IQDG

67 hedge funds and large institutions have $348M invested in WisdomTree International Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

64% more capital invested

Capital invested by funds: $212M → $348M (+$136M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

6% more funds holding

Funds holding: 63 → 67 (+4)

3.51% more ownership

Funds ownership: 71.37% → 74.88% (+3.5%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
25
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$57.7M
2
SFI
SPC Financial Inc
Maryland
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$6.87M
4
CA
CGN Advisors
Kansas
+$6.7M
5
OCM
One Capital Management
California
+$4.37M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.94M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.3M
3
CJFS
Coulter & Justus Financial Services
Tennessee
-$548K
4
SHJ
Sharkey, Howes & Javer
Colorado
-$384K
5
MWM
Modera Wealth Management
New Jersey
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$949K +$911K +30,991 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$928K -$23.9K -813 -3%
SFM
28
Signet Financial Management
New Jersey
$876K +$50.2K +1,707 +6%
HighTower Advisors
29
HighTower Advisors
Illinois
$803K -$36.7K -1,248 -5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$701K -$72.3K -2,460 -10%
FEG
31
Financial Enhancement Group
Indiana
$596K -$3.67K -125 -0.7%
EAM
32
Empirical Asset Management
Massachusetts
$567K -$46.4K -1,580 -8%
MA
33
Mutual Advisors
Nebraska
$507K +$16.3K +556 +3%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$507K -$120K -4,068 -20%
MLA
35
My Legacy Advisors
Oregon
$484K -$77.5K -2,639 -15%
PGAM
36
Princeton Global Asset Management
New Jersey
$475K +$1.41K +48 +0.3%
SFS
37
Sowell Financial Services
Arkansas
$470K +$451K +15,339 New
AWS
38
AJ Wealth Strategies
New York
$466K – – –
APA
39
Astoria Portfolio Advisors
New York
$457K +$102K +3,465 +34%
JP Morgan Chase
40
JP Morgan Chase
New York
$450K +$425K +14,471 +5,980%
MMM
41
Mendel Money Management
Illinois
$433K -$48K -1,634 -10%
MIAS
42
Mason Investment Advisory Services
Virginia
$370K +$19.2K +655 +6%
FAIM
43
Financial Advocates Investment Management
Washington
$350K +$336K +11,426 New
KIA
44
KLR Investment Advisors
Rhode Island
$323K +$310K +10,558 New
FTUS
45
Flow Traders U.S.
New York
$308K +$296K +10,075 New
CA
46
Cetera Advisors
Colorado
$297K +$15.4K +523 +6%
KAS
47
Kestra Advisory Services
Texas
$264K +$253K +8,622 New
LSA
48
Lansing Street Advisors
Pennsylvania
$264K +$1.44K +49 +0.6%
Corient Private Wealth
49
Corient Private Wealth
Florida
$240K +$230K +7,831 New
GG
50
Gofen & Glossberg
Illinois
$236K – – –
1
2
3

IQDG Hedge Fund Activity: Q4 2022 in Review

67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2022, worth a combined $348M — up 64% from $212M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IQDG positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.7M. The largest seller was Jane Street, cutting an estimated $3.94M.

  • 67 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $348M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2022, up 64% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2022 was Morgan Stanley, an estimated $57.7M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2022 was Jane Street, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2022.