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WisdomTree International Quality Dividend Growth Fund
IQDG

74 hedge funds and large institutions have $542M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

56% more capital invested

Capital invested by funds: $348M → $542M (+$194M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10% more funds holding

Funds holding: 67 → 74 (+7)

9.23% more ownership

Funds ownership: 74.88% → 84.11% (+9.2%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
16
Increased
36
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$57.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$21.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
AWM
AE Wealth Management
Kansas
+$7.61M

Top Sellers

Rank Fund Capital Flow
1
CJFS
Coulter & Justus Financial Services
Tennessee
-$5.24M
2
Jane Street
Jane Street
New York
-$2.2M
3
SPIA
Steward Partners Investment Advisory
New York
-$2.02M
4
OMC
Old Mission Capital
Illinois
-$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$1.3M +$324K +9,910 +35%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.24M +$180K +5,520 +18%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.23M +$8.53K +261 +0.7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.1M +$314K +9,610 +42%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.02M -$2.84K -87 -0.3%
HighTower Advisors
31
HighTower Advisors
Illinois
$892K +$3.63K +111 +0.4%
PGAM
32
Princeton Global Asset Management
New Jersey
$687K +$156K +4,764 +31%
OC
33
Oppenheimer & Co
New York
$672K +$648K +19,842 New
FEG
34
Financial Enhancement Group
Indiana
$610K -$13.4K -411 -2%
FAIM
35
Financial Advocates Investment Management
Washington
$579K +$185K +5,657 +50%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$569K +$7.19K +220 +1%
SHJ
37
Sharkey, Howes & Javer
Colorado
$564K +$544K +16,663 New
AWS
38
AJ Wealth Strategies
New York
$516K – – –
HAIM
39
Hunter Associates Investment Management
Pennsylvania
$514K +$492K +15,050 New
JP Morgan Chase
40
JP Morgan Chase
New York
$513K +$14.3K +437 +3%
MA
41
Mutual Advisors
Nebraska
$513K -$46.7K -1,430 -9%
IAIM
42
International Assets Investment Management
Florida
$494K +$591K +18,094 New
MMM
43
Mendel Money Management
Illinois
$489K +$8.89K +272 +2%
APA
44
Astoria Portfolio Advisors
New York
$451K -$19K -581 -4%
VWA
45
V Wealth Advisors
Kansas
$446K +$431K +13,177 New
MIAS
46
Mason Investment Advisory Services
Virginia
$411K +$2.16K +66 +0.5%
CA
47
Cetera Advisors
Colorado
$383K +$52.7K +1,612 +17%
CJFS
48
Coulter & Justus Financial Services
Tennessee
$374K -$5.24M -160,536 -94%
OMC
49
Old Mission Capital
Illinois
$370K -$1.82M -55,805 -84%
LSA
50
Lansing Street Advisors
Pennsylvania
$329K +$35.6K +1,091 +13%
1
2
3 4

IQDG Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2023, worth a combined $542M — up 56% from $348M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IQDG positions and 8 closed out — a net gain of 8 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $57.8M. The largest seller was Coulter & Justus Financial Services, cutting an estimated $5.24M.

  • 74 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2023, up from 67 in Q4 2022.
  • Funds reported $542M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2023, up 56% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2023 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2023 was Trilogy Capital, an estimated $57.8M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2023 was Coulter & Justus Financial Services, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2023.