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WisdomTree International Quality Dividend Growth Fund

89 hedge funds and large institutions have $694M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $542M → $694M (+$152M)

20% more funds holding

Funds holding: 7489 (+15)

0.46% more ownership

Funds ownership: 84.11%84.58% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
47
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$125K +$121K +3,509 +2,807%
KFI
77
Key Financial Inc
Pennsylvania
$95.2K +$5.3K +154 +6%
AIM
78
Arcadia Investment Management
Michigan
$61.7K
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$60.7K +$43.4K +1,260 +250%
ACA
80
Aptus Capital Advisors
Alabama
$50.8K
GWANC
81
Guardian Wealth Advisors (North Carolina)
North Carolina
$50.8K
IWP
82
IAG Wealth Partners
Wisconsin
$48.5K -$16.5K -480 -25%
RFA
83
Resurgent Financial Advisors
Georgia
$34.4K
CAL
84
Capital Advisors Ltd
Ohio
$32K
VNA
85
Valley National Advisers
Pennsylvania
$32K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$9.81K -$19.9K -577 -67%
Wells Fargo
87
Wells Fargo
California
$9.16K +$9.12K +265 +26,500%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.65K +135 New
CFGS
89
Concourse Financial Group Securities
Alabama
$2.06K -$65.7K -1,909 -97%
IAIM
90
International Assets Investment Management
Florida
-$494K -18,094 Closed
CJFS
91
Coulter & Justus Financial Services
Tennessee
-$374K -11,045 Closed
FTUS
92
Flow Traders U.S.
New York
-$319K -9,410 Closed
NFG
93
Nations Financial Group
Iowa
-$203K -5,991 Closed
MWC
94
MBM Wealth Consultants
Missouri
-$62K -1,846 Closed

IQDG Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2023, worth a combined $694M — up 28% from $542M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IQDG positions and 5 closed out — a net gain of 15 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $5.47M.

  • 89 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $694M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2023, up 28% quarter-over-quarter.
  • 20 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2023 and 5 closed out, a net change of +15 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2023 was Bank of America, an estimated $23.4M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2023 was Morgan Stanley, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2023.