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WisdomTree International Quality Dividend Growth Fund

110 hedge funds and large institutions have $963M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $722M → $963M (+$241M)

18% more funds holding

Funds holding: 93110 (+17)

14.06% more ownership

Funds ownership: 85.57%99.63% (+14%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
1.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
50
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$4.35M -$273K -8,199 -6%
FAIM
27
Financial Advocates Investment Management
Washington
$4.01M -$2.21M -66,482 -38%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.83M +$324K +9,740 +10%
PPWP
29
Premier Path Wealth Partners
New Jersey
$3.58M +$3.23M +97,069 New
PAG
30
Private Advisor Group
New Jersey
$3.55M -$2.98M -89,698 -48%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.48M +$1.77M +53,124 +124%
BFM
32
Boston Financial Management
Massachusetts
$3.33M +$426K +12,818 +16%
FRA
33
FFG Retirement Advisors
Colorado
$2.93M +$2.69M +80,807 New
DADC
34
D.A. Davidson & Co
Montana
$2.67M +$1.27M +38,291 +108%
SFM
35
Signet Financial Management
New Jersey
$2.5M +$33.5K +1,008 +1%
FA
36
FDx Advisors
Illinois
$2.39M +$2.19M +65,782 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$2.34M +$11.9K +358 +0.6%
OAM
38
Occidental Asset Management
California
$2.32M +$41.2K +1,239 +2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$2M +$35.7K +1,074 +2%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.96M +$541K +16,274 +43%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.9M +$16.4K +494 +1%
CAL
42
Capital Analysts LLC
Pennsylvania
$1.81M -$38.9K -1,170 -2%
HGA
43
Hobbs Group Advisors
South Carolina
$1.69M +$1.55M +46,708 New
SHJ
44
Sharkey, Howes & Javer
Colorado
$1.6M -$576K -17,321 -28%
KIA
45
KLR Investment Advisors
Rhode Island
$1.52M +$72.2K +2,172 +5%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.48M -$232K -6,973 -15%
RCA
47
Resonant Capital Advisors
Wisconsin
$1.38M +$771K +23,202 +155%
MLA
48
My Legacy Advisors
Oregon
$1.35M -$397K -11,943 -24%
AI
49
Atria Investments
North Carolina
$1.31M +$1.2M +36,242 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$1.17M +$16.6K +498 +2%

IQDG Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2023, worth a combined $963M — up 33% from $722M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IQDG positions and 9 closed out — a net gain of 20 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Hibernia Wealth Partners, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $963M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2023 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2023 was Hibernia Wealth Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2023.