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WisdomTree International Quality Dividend Growth Fund
IQDG

131 hedge funds and large institutions have $741M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

9% more funds holding

Funds holding: 120 → 131 (+11)

1.91% more ownership

Funds ownership: 82.98% → 84.89% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

8% less capital invested

Capital invested by funds: $805M → $741M (-$64.9M)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.73%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
30
Increased
57
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$9.54M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.26M
3
SFS
Security Financial Services
Indiana
+$3.02M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.83M
5
Goldman Sachs
Goldman Sachs
New York
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.12M
2
Bank of America
Bank of America
North Carolina
-$3.25M
3
GSEP
Golden State Equity Partners
California
-$2.13M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.27M
5
BWP
Baldwin Wealth Partners
Massachusetts
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$385K -$801 -22 -0.2%
WWM
77
Western Wealth Management
Colorado
$381K +$4.84K +133 +1%
HH
78
Hilltop Holdings
Texas
$329K +$582 +16 +0.2%
CFA
79
Cahill Financial Advisors
Minnesota
$315K +$56.5K +1,553 +20%
UPS
80
UHLMANN PRICE SECURITIES
Illinois
$306K +$1.78K +49 +0.6%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$295K +$314K +8,625 New
GWP
82
Gateway Wealth Partners
Wisconsin
$286K +$14.6K +400 +5%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$285K -$99.3K -2,730 -25%
CA
84
Clearstead Advisors
Ohio
$275K +$293K +8,043 New
Creative Planning
85
Creative Planning
Kansas
$271K -$43K -1,181 -13%
IWM
86
IHT Wealth Management
Illinois
$270K +$87.1K +2,394 +43%
CFD
87
Creative Financial Designs
Indiana
$270K +$24.5K +674 +9%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$265K -$877K -24,105 -76%
MIAS
89
Mason Investment Advisory Services
Virginia
$265K – – –
VPF
90
Vantage Point Financial
Illinois
$248K +$264K +7,256 New
APA
91
Astoria Portfolio Advisors
New York
$242K -$70.6K -1,941 -22%
AWM
92
Axxcess Wealth Management
California
$241K +$256K +7,038 New
FG
93
Foster Group
Iowa
$237K +$20.3K +557 +9%
KFI
94
Key Financial Inc
Pennsylvania
$231K +$65.8K +1,809 +37%
QP
95
Quartz Partners
New York
$220K +$12.9K +354 +6%
EB
96
Emprise Bank
Kansas
$216K +$230K +6,325 New
FPAS
97
Focus Partners Advisor Solutions
Missouri
$216K +$230K +6,325 New
UAG
98
United Advisor Group
Ohio
$213K -$10.8K -298 -5%
FRA
99
FFG Retirement Advisors
Colorado
$210K – – –
MML Investors Services
100
MML Investors Services
Massachusetts
$210K +$4.73K +130 +2%
2 3
4
5 6

IQDG Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2024, worth a combined $741M — down 8.1% from $805M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IQDG positions and 16 closed out — a net gain of 14 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $9.54M. The largest seller was Morgan Stanley, cutting an estimated $5.12M.

  • 131 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $741M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 30 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2024 was Jane Street, an estimated $9.54M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2024 was Morgan Stanley, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2024.