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WisdomTree International Quality Dividend Growth Fund

120 hedge funds and large institutions have $805M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 106120 (+14)

9% more capital invested

Capital invested by funds: $740M → $805M (+$65.1M)

1.35% more ownership

Funds ownership: 81.64%82.98% (+1.3%)

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.72%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
55
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$5.01M +$140K +3,692 +3%
KCM
27
Kathmere Capital Management
Pennsylvania
$4.54M -$12.9K -339 -0.3%
BFM
28
Boston Financial Management
Massachusetts
$4.48M +$296K +7,800 +7%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$4.29M +$484K +12,773 +13%
AI
30
Atria Investments
North Carolina
$3.53M +$1.76M +46,525 +107%
DADC
31
D.A. Davidson & Co
Montana
$3.21M +$3.68K +97 +0.1%
Corient Private Wealth
32
Corient Private Wealth
Florida
$3.17M +$641K +16,920 +26%
RJA
33
Raymond James & Associates
Florida
$3.1M -$1.03M -27,113 -25%
IA
34
IFP Advisors
Florida
$3.1M +$1.65M +43,532 +122%
SHJ
35
Sharkey, Howes & Javer
Colorado
$2.88M -$301K -7,952 -10%
SFM
36
Signet Financial Management
New Jersey
$2.81M +$59K +1,556 +2%
OAM
37
Occidental Asset Management
California
$2.69M +$2.77K +73 +0.1%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.42M -$1.04M -27,523 -31%
CAL
39
Capital Analysts LLC
Pennsylvania
$2.05M +$2.65K +70 +0.1%
HGA
40
Hobbs Group Advisors
South Carolina
$1.87M +$41.8K +1,103 +2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.78M +$335K +8,847 +24%
PAG
42
Private Advisor Group
New Jersey
$1.68M -$4.3M -113,451 -73%
FTUS
43
Flow Traders U.S.
New York
$1.67M -$2.06M -54,388 -56%
RCA
44
Resonant Capital Advisors
Wisconsin
$1.41M -$63.2K -1,666 -4%
PSCM
45
Per Stirling Capital Management
Texas
$1.28M +$33.7K +890 +3%
AFP
46
Ausdal Financial Partners
Iowa
$1.28M -$18.5K -489 -1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.25M -$341 -9 -0%
BWP
48
Baldwin Wealth Partners
Massachusetts
$1.11M +$1.08M +28,359 New
AC
49
Avestar Capital
New York
$1.09M +$15.7K +413 +2%
FA
50
FSA Advisors
Michigan
$990K -$112K -2,960 -10%

IQDG Hedge Fund Activity: Q3 2024 in Review

120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2024, worth a combined $805M — up 8.8% from $740M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IQDG positions and 3 closed out — a net gain of 14 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $7.59M. The largest seller was Private Advisor Group, cutting an estimated $4.3M.

  • 120 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $805M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2024 and 3 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2024 was HighTower Advisors, an estimated $7.59M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2024 was Private Advisor Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2024.