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WisdomTree International Quality Dividend Growth Fund
IQDG

Overview Fund Activity

106 hedge funds and large institutions have $809M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
52
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$22.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.97M
3
VWM
Venturi Wealth Management
Texas
+$6.78M
4
UBS Group
UBS Group
Switzerland
+$5.88M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.98M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$158M
2
TC
Trilogy Capital
California
-$43.6M
3
CWM
Cornerstone Wealth Management
Missouri
-$20M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$13.2M
5
AWM
AE Wealth Management
Kansas
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$360K -$12.2M -319,912 -97%
PWH
77
Priebe Wealth Holdings
Minnesota
$337K +$110K +2,900 +49%
RJT
78
Raymond James Trust
Florida
$312K -$3.05K -80 -1%
RFG
79
REAP Financial Group
Texas
$303K -$127K -3,326 -29%
HAIM
80
Hunter Associates Investment Management
Pennsylvania
$300K -$218K -5,750 -42%
MIAS
81
Mason Investment Advisory Services
Virginia
$292K -$450K -11,832 -61%
SAW
82
Signal Advisors Wealth
Michigan
$280K +$280K +7,349 New
GWP
83
Gateway Wealth Partners
Wisconsin
$279K -$46.5K -1,221 -14%
CFD
84
Creative Financial Designs
Indiana
$277K -$7.31K -192 -3%
SAM
85
Smartleaf Asset Management
Massachusetts
$276K +$9.28K +243 +3%
MWM
86
Maripau Wealth Management
Indiana
$270K +$270K +7,107 New
FG
87
Foster Group
Iowa
$239K +$239K +6,292 New
GVAG
88
Great Valley Advisor Group
Delaware
$223K +$11.9K +312 +6%
WC
89
Waterloo Capital
Texas
$217K – – –
SC
90
Saiph Capital
New Jersey
$203K +$203K +5,346 New
EW
91
Element Wealth
Mississippi
$194K +$647 +17 +0.3%
GWSG
92
GPS Wealth Strategies Group
Colorado
$139K +$3.08K +81 +2%
KFI
93
Key Financial Inc
Pennsylvania
$132K +$24.9K +653 +23%
TWC
94
TD Waterhouse Canada
Ontario, Canada
$109K +$109K +2,895 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$103K +$647 +17 +0.6%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$96.3K +$533 +14 +0.6%
CA
97
CoreCap Advisors
Michigan
$59.7K +$59.7K +1,568 New
IGWM
98
ICA Group Wealth Management
Colorado
$36.2K +$8.72K +229 +32%
CAL
99
Capital Advisors Ltd
Ohio
$35K – – –
VNA
100
Valley National Advisers
Pennsylvania
$34K – – –
1 2 3
4
5