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WisdomTree International Quality Dividend Growth Fund

106 hedge funds and large institutions have $740M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

0% more funds holding

Funds holding: 106106 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.95% less ownership

Funds ownership: 82.58%81.64% (-0.95%)

9% less capital invested

Capital invested by funds: $809M → $740M (-$68.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
55
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLA
51
My Legacy Advisors
Oregon
$1.12M -$111K -2,959 -9%
AC
52
Avestar Capital
New York
$1.02M +$1.03M +27,514 New
KAS
53
Kestra Advisory Services
Texas
$972K +$268K +7,164 +38%
MA
54
Mutual Advisors
Nebraska
$877K +$124K +3,329 +16%
SA
55
Sanctuary Advisors
Indiana
$844K +$863K +23,091 New
FEG
56
Financial Enhancement Group
Indiana
$806K +$2.88K +77 +0.4%
PGAM
57
Princeton Global Asset Management
New Jersey
$765K -$25.5K -683 -3%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$748K -$4.89K -131 -0.6%
OC
59
Oppenheimer & Co
New York
$740K -$12.7K -339 -2%
SWP
60
Stratos Wealth Partners
Ohio
$671K +$59.7K +1,597 +10%
NS
61
NBC Securities
Alabama
$642K +$971 +26 +0.2%
MMM
62
Mendel Money Management
Illinois
$641K +$11.9K +318 +2%
NFG
63
Nations Financial Group
Iowa
$620K +$177K +4,734 +40%
DOA
64
D'Orazio & Associates
Virginia
$611K
GRP
65
Global Retirement Partners
California
$588K -$11.4K -306 -2%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$553K +$6.2K +166 +1%
PAS
67
Park Avenue Securities
New York
$537K +$15.4K +413 +3%
SFS
68
Sowell Financial Services
Arkansas
$443K -$6.09K -163 -1%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$421K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$408K +$396K +10,603 +12,474%
PWH
71
Priebe Wealth Holdings
Minnesota
$404K +$76.6K +2,050 +23%
WWM
72
Western Wealth Management
Colorado
$397K +$12.3K +330 +3%
VPIM
73
Vanguard Personalized Indexing Management
California
$385K +$388K +10,385 New
Prudential Financial
74
Prudential Financial
New Jersey
$332K -$665K -17,816 -67%
AWM
75
AE Wealth Management
Kansas
$331K -$19.7K -528 -6%

IQDG Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2024, worth a combined $740M — down 8.5% from $809M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IQDG positions and 12 closed out — a net gain of 3 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $41.4M.

  • 106 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $740M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2024 was HighTower Advisors, an estimated $10.2M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2024 was Prime Capital Investment Advisors, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2024.