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WisdomTree International Quality Dividend Growth Fund

120 hedge funds and large institutions have $805M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 106120 (+14)

9% more capital invested

Capital invested by funds: $740M → $805M (+$65.1M)

1.35% more ownership

Funds ownership: 81.64%82.98% (+1.3%)

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.72%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
55
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$368K +$17.6K +465 +5%
Creative Planning
77
Creative Planning
Kansas
$356K +$345K +9,104 New
UPS
78
UHLMANN PRICE SECURITIES
Illinois
$348K +$337K +8,895 New
APA
79
Astoria Portfolio Advisors
New York
$345K +$342K +9,016 New
RJT
80
Raymond James Trust
Florida
$329K +$7.58K +200 +2%
GWP
81
Gateway Wealth Partners
Wisconsin
$312K +$28.1K +742 +10%
MIAS
82
Mason Investment Advisory Services
Virginia
$303K
CFA
83
Cahill Financial Advisors
Minnesota
$299K +$76.4K +2,016 +36%
CFD
84
Creative Financial Designs
Indiana
$282K +$1.78K +47 +0.7%
UAG
85
United Advisor Group
Ohio
$255K -$15K -396 -6%
SCP
86
Sivia Capital Partners
California
$251K +$243K +6,421 New
FG
87
Foster Group
Iowa
$249K +$2.46K +65 +1%
FRA
88
FFG Retirement Advisors
Colorado
$240K
HAIM
89
Hunter Associates Investment Management
Pennsylvania
$240K -$68.2K -1,800 -23%
QP
90
Quartz Partners
New York
$238K +$230K +6,075 New
MML Investors Services
91
MML Investors Services
Massachusetts
$236K +$228K +6,021 New
WEG
92
World Equity Group
Illinois
$222K +$215K +5,665 New
IWM
93
IHT Wealth Management
Illinois
$216K -$20.7K -547 -9%
SAM
94
Smartleaf Asset Management
Massachusetts
$214K -$74.8K -1,974 -27%
SC
95
Saiph Capital
New Jersey
$209K +$203K +5,342 New
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$208K +$202K +5,316 New
SAW
97
Signal Advisors Wealth
Michigan
$207K +$200K +5,280 New
RFG
98
REAP Financial Group
Texas
$205K -$9.86K -260 -5%
KFI
99
Key Financial Inc
Pennsylvania
$193K +$43.4K +1,145 +30%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$156K +$10.8K +284 +8%

IQDG Hedge Fund Activity: Q3 2024 in Review

120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2024, worth a combined $805M — up 8.8% from $740M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IQDG positions and 3 closed out — a net gain of 14 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $7.59M. The largest seller was Private Advisor Group, cutting an estimated $4.3M.

  • 120 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $805M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2024 and 3 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2024 was HighTower Advisors, an estimated $7.59M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2024 was Private Advisor Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2024.