WisdomTree International Quality Dividend Growth Fund
IQDG
74 hedge funds and large institutions have $542M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 12
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
56% more capital invested
Capital invested by funds: $348M → $542M (+$194M)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
10% more funds holding
Funds holding: 67 → 74 (+7)
9.23% more ownership
Funds ownership: 74.88% → 84.11% (+9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$57.8M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$21.8M |
| 3 |
Morgan Stanley
New York
|
+$20.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
-$5.24M |
| 2 |
Jane Street
New York
|
-$2.2M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.02M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| – | -$2.02M | -66,079 | Closed |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$1.12M | -36,694 | Closed |
|
|
EAM
78
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$567K | -18,517 | Closed |
|
|
SFS
79
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$470K | -15,339 | Closed |
|
80
Rockefeller Capital Management
New York
| – | -$118K | -3,867 | Closed |
|
|
TWC
81
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$53.6K | -1,739 | Closed |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| – | -$40K | -1,302 | Closed |
|
IQDG Hedge Fund Activity: Q1 2023 in Review
74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2023, worth a combined $542M — up 56% from $348M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IQDG positions and 8 closed out — a net gain of 8 holders — while 36 added to existing stakes and 12 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $57.8M. The largest seller was Coulter & Justus Financial Services, cutting an estimated $5.24M.
- 74 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2023, up from 67 in Q4 2022.
- Funds reported $542M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2023, up 56% quarter-over-quarter.
- 16 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2023 and 8 closed out, a net change of +8 holders.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2023 was Trilogy Capital, an estimated $57.8M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2023 was Coulter & Justus Financial Services, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2023.