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WisdomTree International Quality Dividend Growth Fund
IQDG

89 hedge funds and large institutions have $694M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $542M → $694M (+$152M)

20% more funds holding

Funds holding: 74 → 89 (+15)

0.46% more ownership

Funds ownership: 84.11% → 84.58% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
47
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$23.4M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$19.5M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$14.9M
4
LPL Financial
LPL Financial
California
+$13.7M
5
Jane Street
Jane Street
New York
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.47M
2
IAIM
International Assets Investment Management
Florida
-$494K
3
KCM
Kathmere Capital Management
Pennsylvania
-$479K
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$374K
5
RJA
Raymond James & Associates
Florida
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$2.62M +$2.05M +59,593 +358%
FHA
27
Flagship Harbor Advisors
Massachusetts
$2.46M +$58K +1,685 +2%
PSCM
28
Per Stirling Capital Management
Texas
$2.39M +$2.39M +69,492 New
SFM
29
Signet Financial Management
New Jersey
$2.35M +$1.03M +29,797 +77%
BFM
30
Boston Financial Management
Massachusetts
$2.25M +$353K +10,258 +19%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.1M +$136K +3,950 +7%
Citadel Advisors
32
Citadel Advisors
Florida
$1.87M +$1.87M +54,247 New
JP Morgan Chase
33
JP Morgan Chase
New York
$1.67M +$1.15M +33,474 +221%
OAM
34
Occidental Asset Management
California
$1.64M +$1.64M +47,754 New
HighTower Advisors
35
HighTower Advisors
Illinois
$1.61M +$704K +20,465 +78%
CAL
36
Capital Analysts LLC
Pennsylvania
$1.55M +$85K +2,470 +6%
MLA
37
My Legacy Advisors
Oregon
$1.53M +$67.3K +1,954 +5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.43M +$175K +5,079 +14%
KIA
39
KLR Investment Advisors
Rhode Island
$1.36M -$2.75K -80 -0.2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +38,147 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.25M +$4.47K +130 +0.4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.13M +$15.2K +441 +1%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.04M – – –
VWA
44
V Wealth Advisors
Kansas
$858K +$405K +11,766 +89%
IWP
45
Invenio Wealth Partners
Florida
$779K +$779K +22,629 New
PGAM
46
Princeton Global Asset Management
New Jersey
$721K +$23.6K +687 +3%
OC
47
Oppenheimer & Co
New York
$679K -$3.58K -104 -0.5%
MA
48
Mutual Advisors
Nebraska
$638K +$117K +3,404 +22%
FEG
49
Financial Enhancement Group
Indiana
$631K +$29.5K +856 +5%
CIBC World Market
50
CIBC World Market
Ontario, Canada
$609K +$31.2K +907 +5%
1
2
3 4

IQDG Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2023, worth a combined $694M — up 28% from $542M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IQDG positions and 5 closed out — a net gain of 15 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $5.47M.

  • 89 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $694M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2023, up 28% quarter-over-quarter.
  • 20 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2023 and 5 closed out, a net change of +15 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2023 was Bank of America, an estimated $23.4M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2023 was Morgan Stanley, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2023.