We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund

93 hedge funds and large institutions have $722M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 8993 (+4)

4% more capital invested

Capital invested by funds: $694M → $722M (+$28.4M)

0.99% more ownership

Funds ownership: 84.58%85.57% (+0.99%)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
14
Increased
48
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
26
Hibernia Wealth Partners
Louisiana
$4.55M +$4.8M +142,176 New
KCM
27
Kathmere Capital Management
Pennsylvania
$4.1M -$44.6K -1,320 -1%
GSEP
28
Golden State Equity Partners
California
$3.69M +$3.68M +109,126 +1,773%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.07M -$5.75M -170,190 -64%
BFM
30
Boston Financial Management
Massachusetts
$2.53M +$461K +13,651 +21%
SFM
31
Signet Financial Management
New Jersey
$2.17M -$14.4K -427 -0.6%
Corient Private Wealth
32
Corient Private Wealth
Florida
$2.05M +$101K +2,996 +5%
OAM
33
Occidental Asset Management
California
$2.01M +$504K +14,942 +31%
SHJ
34
Sharkey, Howes & Javer
Colorado
$1.97M -$502K -14,868 -19%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$1.83M +54,177 New
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.66M -$658K -19,479 -27%
CAL
37
Capital Analysts LLC
Pennsylvania
$1.64M +$209K +6,185 +14%
MLA
38
My Legacy Advisors
Oregon
$1.55M +$211K +6,255 +14%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.53M +$27.3K +810 +2%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.37M +$45.2K +1,338 +3%
KIA
41
KLR Investment Advisors
Rhode Island
$1.34M -$912 -27 -0.1%
Citadel Advisors
42
Citadel Advisors
Florida
$1.31M -$447K -13,254 -24%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.21M +$162K +4,802 +15%
DADC
44
D.A. Davidson & Co
Montana
$1.13M +$1.2M +35,412 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.01M -$160K -4,740 -13%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$968K +$34 +1 +0%
PSCM
47
Per Stirling Capital Management
Texas
$894K -$1.4M -41,564 -60%
PGAM
48
Princeton Global Asset Management
New Jersey
$645K -$27.7K -820 -4%
MA
49
Mutual Advisors
Nebraska
$634K +$42.6K +1,263 +7%
OC
50
Oppenheimer & Co
New York
$629K -$3.54K -105 -0.5%

IQDG Hedge Fund Activity: Q3 2023 in Review

93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2023, worth a combined $722M — up 4.1% from $694M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IQDG positions and 8 closed out — a net gain of 6 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $35.1M. The largest seller was Bank of America, cutting an estimated $6.4M.

  • 93 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $722M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2023 was Prime Capital Investment Advisors, an estimated $35.1M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2023 was Bank of America, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2023.