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WisdomTree International Quality Dividend Growth Fund
IQDG

Overview Fund Activity

106 hedge funds and large institutions have $809M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
52
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$22.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.97M
3
VWM
Venturi Wealth Management
Texas
+$6.78M
4
UBS Group
UBS Group
Switzerland
+$5.88M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.98M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$158M
2
TC
Trilogy Capital
California
-$43.6M
3
CWM
Cornerstone Wealth Management
Missouri
-$20M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$13.2M
5
AWM
AE Wealth Management
Kansas
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$4.54M -$23K -603 -0.5%
FAIM
27
Financial Advocates Investment Management
Washington
$4.49M +$304K +7,987 +7%
SFS
28
Security Financial Services
Indiana
$4.41M -$778K -20,442 -15%
CA
29
Cetera Advisors
Colorado
$3.94M +$3.34M +87,830 +557%
BFM
30
Boston Financial Management
Massachusetts
$3.78M +$284K +7,466 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.29M -$724K -19,020 -18%
FRA
32
FFG Retirement Advisors
Colorado
$3.14M +$61.4K +1,613 +2%
TFGT
33
TS Financial Group (TSFG)
Illinois
$3.13M +$2.96M +77,657 +1,702%
DADC
34
D.A. Davidson & Co
Montana
$3.09M +$285K +7,490 +10%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.95M +$845K +22,198 +40%
SFM
36
Signet Financial Management
New Jersey
$2.62M -$5.98K -157 -0.2%
OAM
37
Occidental Asset Management
California
$2.49M +$51.8K +1,362 +2%
Corient Private Wealth
38
Corient Private Wealth
Florida
$2.43M -$21.2K -558 -0.9%
AI
39
Atria Investments
North Carolina
$2.25M +$875K +22,977 +63%
SHJ
40
Sharkey, Howes & Javer
Colorado
$2.09M +$411K +10,791 +24%
CAL
41
Capital Analysts LLC
Pennsylvania
$2.01M +$106K +2,781 +6%
Jane Street
42
Jane Street
New York
$1.94M -$5.9M -155,118 -75%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.48M -$514K -13,496 -26%
RCA
44
Resonant Capital Advisors
Wisconsin
$1.45M – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.4M +$1.4M +36,866 New
IA
46
IFP Advisors
Florida
$1.37M +$1.37M +36,093 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.36M +$136K +3,565 +11%
MLA
48
My Legacy Advisors
Oregon
$1.26M -$176K -4,629 -12%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.25M -$806K -21,185 -39%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.21M +$12.4K +326 +1%
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