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WisdomTree International Quality Dividend Growth Fund

106 hedge funds and large institutions have $740M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

0% more funds holding

Funds holding: 106106 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.95% less ownership

Funds ownership: 82.58%81.64% (-0.95%)

9% less capital invested

Capital invested by funds: $809M → $740M (-$68.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
55
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$304K
HAIM
77
Hunter Associates Investment Management
Pennsylvania
$294K
MIAS
78
Mason Investment Advisory Services
Virginia
$287K +$2.46K +66 +0.9%
SAM
79
Smartleaf Asset Management
Massachusetts
$276K +$6.61K +177 +2%
GWP
80
Gateway Wealth Partners
Wisconsin
$268K -$4.56K -122 -2%
CFD
81
Creative Financial Designs
Indiana
$266K -$4.48K -120 -2%
UAG
82
United Advisor Group
Ohio
$256K +$258K +6,910 New
FG
83
Foster Group
Iowa
$234K +$448 +12 +0.2%
FRA
84
FFG Retirement Advisors
Colorado
$228K -$2.85M -76,281 -93%
IWM
85
IHT Wealth Management
Illinois
$225K +$226K +6,056 New
WC
86
Waterloo Capital
Texas
$209K -$2.32K -62 -1%
CFA
87
Cahill Financial Advisors
Minnesota
$209K +$210K +5,627 New
RFG
88
REAP Financial Group
Texas
$204K -$91.7K -2,456 -31%
KFI
89
Key Financial Inc
Pennsylvania
$141K +$11.6K +310 +9%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$138K +$37.1K +992 +37%
GWSG
91
GPS Wealth Strategies Group
Colorado
$136K +$37 +1 +0%
NA
92
NewEdge Advisors
Louisiana
$113K +$114K +3,050 New
TWC
93
TD Waterhouse Canada
Ontario, Canada
$107K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$102K +$102K +2,740 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$97.4K +$3.62K +97 +4%
CA
96
CoreCap Advisors
Michigan
$94K +$36.1K +967 +62%
EW
97
Element Wealth
Mississippi
$80.9K -$109K -2,915 -57%
BHWM
98
Beaird Harris Wealth Management
Texas
$53.4K +$53.8K +1,440 New
ACA
99
Aptus Capital Advisors
Alabama
$41.9K +$42.2K +1,129 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$39K +$39K +1,043 New

IQDG Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2024, worth a combined $740M — down 8.5% from $809M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IQDG positions and 12 closed out — a net gain of 3 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $41.4M.

  • 106 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $740M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2024 was HighTower Advisors, an estimated $10.2M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2024 was Prime Capital Investment Advisors, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2024.