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WisdomTree International Quality Dividend Growth Fund
IQDG

Overview Fund Activity

89 hedge funds and large institutions have $694M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
47
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$87.8M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$42.5M
3
PCIA
Prime Capital Investment Advisors
Kansas
$14.9M
4
LPL Financial
LPL Financial
California
$29.3M
5
Jane Street
Jane Street
New York
$11.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$151M
2
IAIM
International Assets Investment Management
Florida
$0
3
KCM
Kathmere Capital Management
Pennsylvania
$4.45M
4
CJFS
Coulter & Justus Financial Services
Tennessee
$0
5
RJA
Raymond James & Associates
Florida
$7.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
Astoria Portfolio Advisors
New York
$548K +$85K +2,422 +18%
AWS
52
AJ Wealth Strategies
New York
$524K – – –
HAIM
53
Hunter Associates Investment Management
Pennsylvania
$518K – – –
SFS
54
Sowell Financial Services
Arkansas
$494K +$494K +14,347 New
MMM
55
Mendel Money Management
Illinois
$452K -$44K -1,278 -9%
SPC
56
Sigma Planning Corp
Michigan
$422K +$422K +12,263 New
MIAS
57
Mason Investment Advisory Services
Virginia
$421K +$3.34K +97 +0.8%
CA
58
Cetera Advisors
Colorado
$421K +$31.3K +911 +8%
SAG
59
SageView Advisory Group
California
$374K +$374K +10,874 New
PAS
60
Park Avenue Securities
New York
$347K +$347K +10,095 New
LSA
61
Lansing Street Advisors
Pennsylvania
$337K +$2.62K +76 +0.8%
GCP
62
GSA Capital Partners
United Kingdom
$322K +$322K +9,346 New
KAS
63
Kestra Advisory Services
Texas
$318K +$87K +2,528 +38%
PTC
64
Private Trust Company
Ohio
$302K +$302K +8,790 New
RJT
65
Raymond James Trust
Florida
$285K +$40.5K +1,177 +17%
AWM
66
Avior Wealth Management
Nebraska
$284K +$204K +5,932 +255%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$276K +$276K +8,022 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$248K +$183K +5,331 +282%
WC
69
Waterloo Capital
Texas
$243K – – –
GRP
70
Global Retirement Partners
California
$238K +$238K +6,908 New
IWM
71
IHT Wealth Management
Illinois
$227K -$5.61K -163 -2%
GSEP
72
Golden State Equity Partners
California
$211K +$211K +6,154 New
AFP
73
Ausdal Financial Partners
Iowa
$206K +$206K +5,986 New
GWP
74
Gateway Wealth Partners
Wisconsin
$202K +$202K +5,882 New
CFD
75
Creative Financial Designs
Indiana
$197K +$167K +4,841 +544%
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