WisdomTree International Quality Dividend Growth Fund
IQDG
50 hedge funds and large institutions have $144M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
47% more funds holding
Funds holding: 34 → 50 (+16)
26% more capital invested
Capital invested by funds: $115M → $144M (+$29.7M)
17.78% more ownership
Funds ownership: 73.83% → 91.61% (+18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.78M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.86M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.45M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$3.54M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.06M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.67M |
| 4 |
Rockefeller Capital Management
New York
|
-$60.6K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$31.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | +$37 | +1 | New |
|
IQDG Hedge Fund Activity: Q1 2021 in Review
50 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2021, worth a combined $144M — up 26% from $115M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IQDG positions and 1 closed out — a net gain of 16 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.5M. The largest seller was Sharkey, Howes & Javer, cutting an estimated $3.54M.
- 50 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2021, up from 34 in Q4 2020.
- Funds reported $144M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2021, up 26% quarter-over-quarter.
- 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2021 and 1 closed out, a net change of +16 holders.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2021 was Morgan Stanley, an estimated $15.5M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2021 was Sharkey, Howes & Javer, an estimated $3.54M sold.
Based on aggregated 13F filings for Q1 2021.