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WisdomTree International Quality Dividend Growth Fund
IQDG

110 hedge funds and large institutions have $963M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $722M → $963M (+$241M)

18% more funds holding

Funds holding: 93 → 110 (+17)

14.06% more ownership

Funds ownership: 85.57% → 99.63% (+14%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
1.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
50
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$105M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$6.12M
3
OMC
Old Mission Capital
Illinois
+$4.97M
4
TC
Trilogy Capital
California
+$4.26M
5
RWP
Revolve Wealth Partners
New Jersey
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
HWP
Hibernia Wealth Partners
Louisiana
-$4.55M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$4.01M
3
PAG
Private Advisor Group
New Jersey
-$2.98M
4
Bank of America
Bank of America
North Carolina
-$2.54M
5
FAIM
Financial Advocates Investment Management
Washington
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.14M +$39.1K +1,177 +4%
PSCM
52
Per Stirling Capital Management
Texas
$1.14M +$114K +3,444 +12%
NA
53
NewEdge Advisors
Louisiana
$787K +$179K +5,391 +32%
FEG
54
Financial Enhancement Group
Indiana
$746K +$86.1K +2,590 +14%
FA
55
FSA Advisors
Michigan
$731K +$669K +20,141 New
MA
56
Mutual Advisors
Nebraska
$723K +$4.29K +129 +0.7%
OC
57
Oppenheimer & Co
New York
$715K +$2.96K +89 +0.5%
MIAS
58
Mason Investment Advisory Services
Virginia
$708K +$242K +7,267 +59%
PGAM
59
Princeton Global Asset Management
New Jersey
$704K -$24.3K -731 -4%
DOA
60
D'Orazio & Associates
Virginia
$597K +$547K +16,473 New
CIBC World Market
61
CIBC World Market
Ontario, Canada
$583K -$45.6K -1,373 -8%
MW
62
Maia Wealth
Colorado
$583K +$534K +16,066 New
MMM
63
Mendel Money Management
Illinois
$580K +$74.9K +2,254 +16%
GRP
64
Global Retirement Partners
California
$573K -$16.2K -488 -3%
CA
65
Cetera Advisors
Colorado
$572K +$58.6K +1,763 +13%
PAS
66
Park Avenue Securities
New York
$550K +$100 +3 +0%
AFP
67
Ausdal Financial Partners
Iowa
$546K +$22.1K +666 +5%
SAG
68
SageView Advisory Group
California
$516K +$28.3K +850 +6%
HAIM
69
Hunter Associates Investment Management
Pennsylvania
$498K -$33.2K -1,000 -7%
SFS
70
Sowell Financial Services
Arkansas
$488K -$18.7K -564 -4%
CA
71
Claro Advisors
Massachusetts
$475K +$436K +13,105 New
NS
72
NBC Securities
Alabama
$469K +$134K +4,029 +45%
RFG
73
REAP Financial Group
Texas
$409K +$375K +11,281 New
WWM
74
Western Wealth Management
Colorado
$392K +$359K +10,811 New
KAS
75
Kestra Advisory Services
Texas
$360K +$16.6K +499 +5%
1 2
3
4 5

IQDG Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2023, worth a combined $963M — up 33% from $722M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IQDG positions and 9 closed out — a net gain of 20 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Hibernia Wealth Partners, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $963M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2023 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2023 was Hibernia Wealth Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2023.