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WisdomTree International Quality Dividend Growth Fund

67 hedge funds and large institutions have $348M invested in WisdomTree International Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more capital invested

Capital invested by funds: $212M → $348M (+$136M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

6% more funds holding

Funds holding: 6367 (+4)

3.51% more ownership

Funds ownership: 71.37%74.88% (+3.5%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
25
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$214K -$57.5K -1,958 -18%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$118K -$3.58K -122 -3%
MWC
53
MBM Wealth Consultants
Missouri
$62K +$54.2K +1,846 New
IWP
54
IAG Wealth Partners
Wisconsin
$57.9K +$55.5K +1,890 New
AIM
55
Arcadia Investment Management
Michigan
$54.9K
TWC
56
TD Waterhouse Canada
Ontario, Canada
$53.6K +$21.8K +741 +74%
ACA
57
Aptus Capital Advisors
Alabama
$45.1K
GWANC
58
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.1K
IA
59
IFP Advisors
Florida
$40K +$1.79K +61 +5%
RFA
60
Resurgent Financial Advisors
Georgia
$30.6K +$29.4K +1,000 New
VNA
61
Valley National Advisers
Pennsylvania
$29K
CAL
62
Capital Advisors Ltd
Ohio
$28K
CFD
63
Creative Financial Designs
Indiana
$25.1K -$2.5K -85 -9%
KFI
64
Key Financial Inc
Pennsylvania
$9.39K
CFGS
65
Concourse Financial Group Securities
Alabama
$1.84K -$5.35K -182 -75%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$31 -$1.76K -60 -98%
Wells Fargo
67
Wells Fargo
California
$31
SHJ
68
Sharkey, Howes & Javer
Colorado
-$384K -14,582 Closed
MWM
69
Modera Wealth Management
New Jersey
-$282K -10,700 Closed
EW
70
Element Wealth
Mississippi
-$145K -5,508 Closed
UBS Group
71
UBS Group
Switzerland
-$17K -644 Closed
FHA
72
First Horizon Advisors
Tennessee
-$2K -105 Closed
SL
73
Savior LLC
Massachusetts
-$2K -70 Closed

IQDG Hedge Fund Activity: Q4 2022 in Review

67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2022, worth a combined $348M — up 64% from $212M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IQDG positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.7M. The largest seller was Jane Street, cutting an estimated $3.94M.

  • 67 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $348M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2022, up 64% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2022 was Morgan Stanley, an estimated $57.7M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2022 was Jane Street, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2022.