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WisdomTree International Quality Dividend Growth Fund
IQDG

74 hedge funds and large institutions have $542M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

56% more capital invested

Capital invested by funds: $348M → $542M (+$194M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

10% more funds holding

Funds holding: 67 → 74 (+7)

9.23% more ownership

Funds ownership: 74.88% → 84.11% (+9.2%)

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
16
Increased
36
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$57.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$21.8M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
Bank of America
Bank of America
North Carolina
+$18.2M
5
AWM
AE Wealth Management
Kansas
+$7.61M

Top Sellers

Rank Fund Capital Flow
1
CJFS
Coulter & Justus Financial Services
Tennessee
-$5.24M
2
Jane Street
Jane Street
New York
-$2.2M
3
SPIA
Steward Partners Investment Advisory
New York
-$2.02M
4
OMC
Old Mission Capital
Illinois
-$1.82M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$319K -$21.7K -665 -7%
RJT
52
Raymond James Trust
Florida
$240K +$232K +7,100 New
WC
53
Waterloo Capital
Texas
$239K +$231K +7,061 New
IWM
54
IHT Wealth Management
Illinois
$229K +$221K +6,773 New
KAS
55
Kestra Advisory Services
Texas
$228K -$61.9K -1,896 -22%
NFG
56
Nations Financial Group
Iowa
$203K +$196K +5,991 New
KFI
57
Key Financial Inc
Pennsylvania
$88.5K +$73.7K +2,255 +632%
AWM
58
Avior Wealth Management
Nebraska
$78.8K +$76K +2,326 New
CFGS
59
Concourse Financial Group Securities
Alabama
$66.7K +$62.4K +1,909 +3,182%
IWP
60
IAG Wealth Partners
Wisconsin
$64K – – –
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$63.9K +$61.7K +1,888 New
MWC
62
MBM Wealth Consultants
Missouri
$62K – – –
AIM
63
Arcadia Investment Management
Michigan
$60.8K – – –
ACA
64
Aptus Capital Advisors
Alabama
$50K – – –
GWANC
65
Guardian Wealth Advisors (North Carolina)
North Carolina
$50K – – –
RFA
66
Resurgent Financial Advisors
Georgia
$33.9K – – –
VNA
67
Valley National Advisers
Pennsylvania
$32K – – –
CAL
68
Capital Advisors Ltd
Ohio
$31K – – –
CFD
69
Creative Financial Designs
Indiana
$30.1K +$2.29K +70 +9%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$29.2K +$28.1K +861 +86,100%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.4K +503 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$4.76K +$428K +13,115 +10%
GWSG
73
GPS Wealth Strategies Group
Colorado
$4.23K +$4.08K +125 New
Wells Fargo
74
Wells Fargo
California
$65 – – –
Jane Street
75
Jane Street
New York
– -$2.2M -71,719 Closed
1 2
3
4

IQDG Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2023, worth a combined $542M — up 56% from $348M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IQDG positions and 8 closed out — a net gain of 8 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $57.8M. The largest seller was Coulter & Justus Financial Services, cutting an estimated $5.24M.

  • 74 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2023, up from 67 in Q4 2022.
  • Funds reported $542M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2023, up 56% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2023 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2023 was Trilogy Capital, an estimated $57.8M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2023 was Coulter & Justus Financial Services, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2023.