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WisdomTree International Quality Dividend Growth Fund
IQDG

93 hedge funds and large institutions have $722M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

4% more funds holding

Funds holding: 89 → 93 (+4)

4% more capital invested

Capital invested by funds: $694M → $722M (+$28.4M)

0.99% more ownership

Funds ownership: 84.58% → 85.57% (+0.99%)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
14
Increased
48
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCIA
Prime Capital Investment Advisors
Kansas
+$35.1M
2
JSW
Journey Strategic Wealth
New Jersey
+$8.39M
3
Morgan Stanley
Morgan Stanley
New York
+$7.14M
4
UBS Group
UBS Group
Switzerland
+$6.26M
5
SFS
Security Financial Services
Indiana
+$5.31M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.75M
3
OMC
Old Mission Capital
Illinois
-$4.73M
4
Jane Street
Jane Street
New York
-$2M
5
PSCM
Per Stirling Capital Management
Texas
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$239K +$252K +7,456 New
CFD
77
Creative Financial Designs
Indiana
$233K +$52K +1,541 +27%
NFG
78
Nations Financial Group
Iowa
$214K +$226K +6,684 New
GWSG
79
GPS Wealth Strategies Group
Colorado
$116K – – –
HNB
80
Huntington National Bank
Ohio
$115K – – –
KFI
81
Key Financial Inc
Pennsylvania
$89.7K +$1.15K +34 +1%
TFG
82
Team Financial Group
California
$73.9K +$77.9K +2,308 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$61.9K +$5.77K +171 +10%
AIM
84
Arcadia Investment Management
Michigan
$57.4K – – –
IWP
85
IAG Wealth Partners
Wisconsin
$49.3K +$4.39K +130 +9%
ACA
86
Aptus Capital Advisors
Alabama
$47.2K – – –
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.2K – – –
RFA
88
Resurgent Financial Advisors
Georgia
$32K – – –
CAL
89
Capital Advisors Ltd
Ohio
$30K – – –
VNA
90
Valley National Advisers
Pennsylvania
$29K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$8.81K -$338 -10 -4%
SSWM
92
Sheets Smith Wealth Management
North Carolina
$7.84K +$8.27K +245 New
TAM
93
Tucker Asset Management
Colorado
$4.74K +$5K +148 New
Wells Fargo
94
Wells Fargo
California
$35 -$8.95K -265 -100%
OMC
95
Old Mission Capital
Illinois
– -$4.73M -137,350 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– -$1.31M -38,147 Closed
SPC
97
Sigma Planning Corp
Michigan
– -$422K -12,263 Closed
GCP
98
GSA Capital Partners
United Kingdom
– -$322K -9,346 Closed
WC
99
Waterloo Capital
Texas
– -$243K -7,061 Closed
IWM
100
IHT Wealth Management
Illinois
– -$227K -6,610 Closed
1 2 3
4
5

IQDG Hedge Fund Activity: Q3 2023 in Review

93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2023, worth a combined $722M — up 4.1% from $694M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IQDG positions and 8 closed out — a net gain of 6 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $35.1M. The largest seller was Bank of America, cutting an estimated $6.4M.

  • 93 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $722M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2023 was Prime Capital Investment Advisors, an estimated $35.1M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2023 was Bank of America, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2023.