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WisdomTree International Quality Dividend Growth Fund

110 hedge funds and large institutions have $963M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $722M → $963M (+$241M)

18% more funds holding

Funds holding: 93110 (+17)

14.06% more ownership

Funds ownership: 85.57%99.63% (+14%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
1.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
50
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$351K +$33.9K +1,020 +12%
NFG
77
Nations Financial Group
Iowa
$343K +$91.7K +2,760 +41%
GWP
78
Gateway Wealth Partners
Wisconsin
$311K +$26K +781 +10%
RJT
79
Raymond James Trust
Florida
$300K
Citadel Advisors
80
Citadel Advisors
Florida
$299K -$1.09M -32,754 -80%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$283K +$260K +7,812 New
CFD
82
Creative Financial Designs
Indiana
$271K +$6.91K +208 +3%
SAM
83
Smartleaf Asset Management
Massachusetts
$253K +$233K +6,999 New
Mariner
84
Mariner
Kansas
$241K +$221K +6,637 New
PWH
85
Priebe Wealth Holdings
Minnesota
$216K +$198K +5,950 New
WC
86
Waterloo Capital
Texas
$207K +$189K +5,700 New
AWS
87
Atria Wealth Solutions
New York
$203K -$61.7K -1,855 -25%
GVAG
88
Great Valley Advisor Group
Delaware
$201K +$184K +5,550 New
EW
89
Element Wealth
Mississippi
$184K +$169K +5,079 New
TFGT
90
TS Financial Group (TSFG)
Illinois
$166K +$152K +4,564 New
GWSG
91
GPS Wealth Strategies Group
Colorado
$130K -$1.96K -59 -2%
KFI
92
Key Financial Inc
Pennsylvania
$103K +$931 +28 +1%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$97.9K +$80.5K +2,423 +881%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$91.3K +$19.3K +582 +30%
TFG
95
Team Financial Group
California
$77.5K -$5.68K -171 -7%
AIM
96
Arcadia Investment Management
Michigan
$65.1K
RFA
97
Resurgent Financial Advisors
Georgia
$36.3K
CAL
98
Capital Advisors Ltd
Ohio
$34K
VNA
99
Valley National Advisers
Pennsylvania
$33K
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$28.8K +$26.4K +795 New

IQDG Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2023, worth a combined $963M — up 33% from $722M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IQDG positions and 9 closed out — a net gain of 20 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Hibernia Wealth Partners, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $963M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2023 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2023 was Hibernia Wealth Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2023.