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WisdomTree International Quality Dividend Growth Fund

93 hedge funds and large institutions have $722M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 8993 (+4)

4% more capital invested

Capital invested by funds: $694M → $722M (+$28.4M)

0.99% more ownership

Funds ownership: 84.58%85.57% (+0.99%)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
14
Increased
48
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
V Wealth Advisors
Kansas
$615K -$194K -5,743 -23%
FEG
52
Financial Enhancement Group
Indiana
$599K +$8.2K +243 +1%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$558K -$8.71K -258 -1%
NA
54
NewEdge Advisors
Louisiana
$537K +$566K +16,760 New
GRP
55
Global Retirement Partners
California
$527K +$331K +9,799 +142%
PAS
56
Park Avenue Securities
New York
$485K +$171K +5,067 +50%
RCA
57
Resonant Capital Advisors
Wisconsin
$479K +$505K +14,956 New
HAIM
58
Hunter Associates Investment Management
Pennsylvania
$470K -$13.5K -400 -3%
AFP
59
Ausdal Financial Partners
Iowa
$460K +$283K +8,396 +140%
SFS
60
Sowell Financial Services
Arkansas
$449K -$10.9K -322 -2%
CA
61
Cetera Advisors
Colorado
$449K +$60.1K +1,781 +15%
MMM
62
Mendel Money Management
Illinois
$440K +$20.2K +598 +5%
SAG
63
SageView Advisory Group
California
$427K +$83.6K +2,476 +23%
MIAS
64
Mason Investment Advisory Services
Virginia
$392K +$371 +11 +0.1%
APA
65
Astoria Portfolio Advisors
New York
$391K -$99.1K -2,934 -19%
KAS
66
Kestra Advisory Services
Texas
$302K +$5.84K +173 +2%
AWM
67
Avior Wealth Management
Nebraska
$300K +$37.8K +1,119 +14%
FIA
68
Foundations Investment Advisors
Arizona
$296K +$312K +9,241 New
NS
69
NBC Securities
Alabama
$285K +$301K +8,911 New
PTC
70
Private Trust Company
Ohio
$281K
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$278K +$49K +1,450 +20%
RJT
72
Raymond James Trust
Florida
$265K
T
73
TRUADVICE
Florida
$255K +$267K +7,896 New
JMPWA
74
JP Morgan Private Wealth Advisors
California
$254K -$3.38K -100 -1%
GWP
75
Gateway Wealth Partners
Wisconsin
$249K +$64.2K +1,901 +32%

IQDG Hedge Fund Activity: Q3 2023 in Review

93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2023, worth a combined $722M — up 4.1% from $694M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IQDG positions and 8 closed out — a net gain of 6 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $35.1M. The largest seller was Bank of America, cutting an estimated $6.4M.

  • 93 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $722M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2023 was Prime Capital Investment Advisors, an estimated $35.1M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2023 was Bank of America, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2023.