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WisdomTree International Quality Dividend Growth Fund

106 hedge funds and large institutions have $740M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

0% more funds holding

Funds holding: 106106 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.95% less ownership

Funds ownership: 82.58%81.64% (-0.95%)

9% less capital invested

Capital invested by funds: $809M → $740M (-$68.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
55
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$4.31M -$111K -2,972 -2%
GSEP
27
Golden State Equity Partners
California
$4.01M +$4.04M +108,190 New
BFM
28
Boston Financial Management
Massachusetts
$3.96M +$275K +7,349 +7%
RJA
29
Raymond James & Associates
Florida
$3.95M -$2.09M -55,846 -34%
FTUS
30
Flow Traders U.S.
New York
$3.6M +$3.63M +97,123 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.59M +$722K +19,321 +25%
Jane Street
32
Jane Street
New York
$3.57M +$1.69M +45,351 +89%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.31M +$104K +2,783 +3%
DADC
34
D.A. Davidson & Co
Montana
$3.03M +$22.1K +591 +0.7%
SHJ
35
Sharkey, Howes & Javer
Colorado
$3.03M +$998K +26,725 +49%
SFM
36
Signet Financial Management
New Jersey
$2.6M +$55.3K +1,481 +2%
OAM
37
Occidental Asset Management
California
$2.55M +$128K +3,431 +5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.42M +$1.06M +28,469 +77%
Corient Private Wealth
39
Corient Private Wealth
Florida
$2.37M +$3.85K +103 +0.2%
CAL
40
Capital Analysts LLC
Pennsylvania
$1.94M -$15.8K -423 -0.8%
HGA
41
Hobbs Group Advisors
South Carolina
$1.73M +$1.74M +46,678 New
AI
42
Atria Investments
North Carolina
$1.62M -$581K -15,543 -26%
RCA
43
Resonant Capital Advisors
Wisconsin
$1.39M -$22.4K -601 -2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.35M +$137K +3,670 +11%
IA
45
IFP Advisors
Florida
$1.33M -$13.4K -358 -1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$1.28M -$41.2K -1,103 -3%
AFP
47
Ausdal Financial Partners
Iowa
$1.23M +$167K +4,484 +16%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.18M +$5.3K +142 +0.4%
PSCM
49
Per Stirling Capital Management
Texas
$1.18M +$13.4K +358 +1%
FA
50
FSA Advisors
Michigan
$1.13M

IQDG Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2024, worth a combined $740M — down 8.5% from $809M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IQDG positions and 12 closed out — a net gain of 3 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $41.4M.

  • 106 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $740M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2024 was HighTower Advisors, an estimated $10.2M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2024 was Prime Capital Investment Advisors, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2024.