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WisdomTree International Quality Dividend Growth Fund

120 hedge funds and large institutions have $805M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 106120 (+14)

9% more capital invested

Capital invested by funds: $740M → $805M (+$65.1M)

1.35% more ownership

Funds ownership: 81.64%82.98% (+1.3%)

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.72%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
55
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$973K -$370K -9,768 -28%
PWH
52
Priebe Wealth Holdings
Minnesota
$938K +$495K +13,050 +120%
MA
53
Mutual Advisors
Nebraska
$895K +$16K +423 +2%
NS
54
NBC Securities
Alabama
$878K +$194K +5,108 +29%
Jane Street
55
Jane Street
New York
$877K -$2.8M -73,819 -77%
PGAM
56
Princeton Global Asset Management
New Jersey
$810K +$2.16K +57 +0.3%
OC
57
Oppenheimer & Co
New York
$785K +$3.75K +99 +0.5%
MMM
58
Mendel Money Management
Illinois
$750K +$71.1K +1,876 +11%
SWP
59
Stratos Wealth Partners
Ohio
$726K +$17.6K +464 +3%
KAS
60
Kestra Advisory Services
Texas
$669K -$345K -9,110 -35%
NFG
61
Nations Financial Group
Iowa
$666K +$11.3K +297 +2%
DOA
62
D'Orazio & Associates
Virginia
$646K +$227 +6 +0%
FEG
63
Financial Enhancement Group
Indiana
$610K -$159K -4,196 -19%
PAS
64
Park Avenue Securities
New York
$605K +$37.4K +986 +7%
GRP
65
Global Retirement Partners
California
$600K -$20K -527 -3%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$544K -$38.2K -1,008 -7%
SA
67
Sanctuary Advisors
Indiana
$535K -$300K -7,912 -34%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$533K -$249K -6,574 -33%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$500K +$77.1K +2,033 +19%
SFS
70
Sowell Financial Services
Arkansas
$469K +$1.02K +27 +0.2%
MLA
71
My Legacy Advisors
Oregon
$451K -$707K -18,642 -62%
AWM
72
AE Wealth Management
Kansas
$441K +$88.4K +2,331 +26%
WWM
73
Western Wealth Management
Colorado
$431K +$12.1K +320 +3%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$425K -$10.3K -272 -2%
HH
75
Hilltop Holdings
Texas
$376K +$364K +9,600 New

IQDG Hedge Fund Activity: Q3 2024 in Review

120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2024, worth a combined $805M — up 8.8% from $740M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IQDG positions and 3 closed out — a net gain of 14 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $7.59M. The largest seller was Private Advisor Group, cutting an estimated $4.3M.

  • 120 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $805M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2024 and 3 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2024 was HighTower Advisors, an estimated $7.59M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2024 was Private Advisor Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2024.