WisdomTree International Quality Dividend Growth Fund
IQDG
93 hedge funds and large institutions have $722M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 8 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 22
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
4% more funds holding
Funds holding: 89 → 93 (+4)
4% more capital invested
Capital invested by funds: $694M → $722M (+$28.4M)
0.99% more ownership
Funds ownership: 84.58% → 85.57% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$35.1M |
| 2 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$8.39M |
| 3 |
Morgan Stanley
New York
|
+$7.14M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.26M |
| 5 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.75M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.73M |
| 4 |
Jane Street
New York
|
-$2M |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -135 | Closed |
|
|
CFGS
102
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$2.03K | -60 | Closed |
|
IQDG Hedge Fund Activity: Q3 2023 in Review
93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2023, worth a combined $722M — up 4.1% from $694M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IQDG positions and 8 closed out — a net gain of 6 holders — while 48 added to existing stakes and 22 trimmed.
The largest buyer was Prime Capital Investment Advisors, adding an estimated $35.1M. The largest seller was Bank of America, cutting an estimated $6.4M.
- 93 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2023, up from 89 in Q2 2023.
- Funds reported $722M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
- 14 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2023 was Prime Capital Investment Advisors, an estimated $35.1M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2023 was Bank of America, an estimated $6.4M sold.
Based on aggregated 13F filings for Q3 2023.