We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund
IQDG

131 hedge funds and large institutions have $741M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

9% more funds holding

Funds holding: 120 → 131 (+11)

1.91% more ownership

Funds ownership: 82.98% → 84.89% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

8% less capital invested

Capital invested by funds: $805M → $741M (-$64.9M)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.73%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
30
Increased
57
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.54M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.26M
3
SFS
Security Financial Services
Indiana
+$3.02M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.83M
5
Goldman Sachs
Goldman Sachs
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.12M
2
Bank of America
Bank of America
North Carolina
-$3.25M
3
GSEP
Golden State Equity Partners
California
-$2.13M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.27M
5
BWP
Baldwin Wealth Partners
Massachusetts
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$4.5M +$136K +3,731 +3%
Raymond James Financial
27
Raymond James Financial
Florida
$4.4M +$4.69M +128,755 New
KCM
28
Kathmere Capital Management
Pennsylvania
$3.97M +$1.02K +28 +0%
BFM
29
Boston Financial Management
Massachusetts
$3.94M +$23.2K +637 +0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$3.73M -$13.5K -372 -0.3%
SAM
31
Strive Asset Management
Ohio
$3.59M +$3.82M +104,893 New
AI
32
Atria Investments
North Carolina
$3.27M +$196K +5,396 +6%
SHJ
33
Sharkey, Howes & Javer
Colorado
$3.09M +$606K +16,657 +23%
FDW
34
Fourth Dimension Wealth
Ohio
$2.89M +$3.08M +84,595 New
DADC
35
D.A. Davidson & Co
Montana
$2.89M +$91.6K +2,517 +3%
OAM
36
Occidental Asset Management
California
$2.73M +$401K +11,009 +16%
Corient Private Wealth
37
Corient Private Wealth
Florida
$2.56M -$227K -6,231 -8%
ICP
38
Impact Capital Partners
Colorado
$2.55M +$2.71M +74,412 New
GSWM
39
Golden State Wealth Management
California
$2.51M +$2.67M +73,253 New
GSEP
40
Golden State Equity Partners
California
$2.47M -$2.13M -58,525 -45%
SFM
41
Signet Financial Management
New Jersey
$2.42M -$35.3K -970 -1%
IA
42
IFP Advisors
Florida
$2.29M -$452K -12,423 -16%
Goldman Sachs
43
Goldman Sachs
New York
$2.19M +$2.33M +64,025 New
CAL
44
Capital Analysts LLC
Pennsylvania
$2.01M +$230K +6,313 +12%
FTUS
45
Flow Traders U.S.
New York
$1.99M +$566K +15,543 +36%
Citadel Advisors
46
Citadel Advisors
Florida
$1.47M +$1.56M +42,921 New
HGA
47
Hobbs Group Advisors
South Carolina
$1.4M -$248K -6,826 -14%
RCA
48
Resonant Capital Advisors
Wisconsin
$1.35M +$126K +3,469 +10%
AC
49
Avestar Capital
New York
$1.31M +$378K +10,395 +37%
PWH
50
Priebe Wealth Holdings
Minnesota
$1.29M +$506K +13,900 +58%
1
2
3 4 5

IQDG Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2024, worth a combined $741M — down 8.1% from $805M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IQDG positions and 16 closed out — a net gain of 14 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $9.54M. The largest seller was Morgan Stanley, cutting an estimated $5.12M.

  • 131 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $741M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 30 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2024 was Jane Street, an estimated $9.54M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2024 was Morgan Stanley, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2024.