WisdomTree International Quality Dividend Growth Fund
IQDG
54 hedge funds and large institutions have $195M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 5 closing their positions.
257% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 7
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
35% more capital invested
Capital invested by funds: $144M → $195M (+$50.3M)
23.44% more ownership
Funds ownership: 91.61% → 115.05% (+23%)
8% more funds holding
Funds holding: 50 → 54 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$13.2M |
| 2 |
Morgan Stanley
New York
|
+$7.25M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
+$7.02M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.77M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.48M |
| 2 |
Jane Street
New York
|
-$540K |
| 3 |
Bank of New York Mellon
New York
|
-$507K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$284K |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$97.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $3K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $1K | +$39 | +1 | +4% |
|
|
53
Goldman Sachs
New York
| – | -$1.48M | -39,945 | Closed |
|
|
54
Jane Street
New York
| – | -$540K | -14,568 | Closed |
|
|
FHC
55
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$284K | -7,663 | Closed |
|
|
RWB
56
RMR Wealth Builders
Montclair,
New Jersey
| – | -$82K | -2,223 | Closed |
|
|
WAP
57
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$37K | -996 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | +$39 | +1 | New |
|
IQDG Hedge Fund Activity: Q2 2021 in Review
54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2021, worth a combined $195M — up 35% from $144M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IQDG positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 7 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $13.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.48M sold.
- 54 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2021, up from 50 in Q1 2021.
- Funds reported $195M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2021, up 35% quarter-over-quarter.
- 9 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2021 and 5 closed out, a net change of +4 holders.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2021 was Cornerstone Wealth Management, an estimated $13.2M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2021 was Goldman Sachs, an estimated $1.48M sold.
Based on aggregated 13F filings for Q2 2021.