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WisdomTree International Quality Dividend Growth Fund

110 hedge funds and large institutions have $963M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $722M → $963M (+$241M)

18% more funds holding

Funds holding: 93110 (+17)

14.06% more ownership

Funds ownership: 85.57%99.63% (+14%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
1.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
50
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
101
ICA Group Wealth Management
Colorado
$26.2K +$24K +723 New
FFA
102
Frazier Financial Advisors
Ohio
$18K +$16.5K +495 New
ASN
103
Advisory Services Network
Georgia
$14.8K +$13.5K +407 New
HI
104
Harbour Investments
Wisconsin
$5.99K +$5.48K +165 New
TAM
105
Tucker Asset Management
Colorado
$5.37K
DWMG
106
DB Wealth Management Group
California
$4.39K +$4.02K +121 New
CJ
107
Caitlin John
Michigan
$3.92K +$3.59K +108 New
PA
108
Pineridge Advisors
Missouri
$3.85K +$3.52K +106 New
Citigroup
109
Citigroup
New York
$145 +$133 +4 New
Wells Fargo
110
Wells Fargo
California
$26
LFG
111
Larson Financial Group
Missouri
$13
HWP
112
Hibernia Wealth Partners
Louisiana
-$4.55M -142,176 Closed
APA
113
Astoria Portfolio Advisors
New York
-$391K -12,688 Closed
AWM
114
Avior Wealth Management
Nebraska
-$300K -9,377 Closed
FIA
115
Foundations Investment Advisors
Arizona
-$296K -9,241 Closed
PTC
116
Private Trust Company
Ohio
-$281K -8,790 Closed
IWP
117
IAG Wealth Partners
Wisconsin
-$49.3K -1,540 Closed
ACA
118
Aptus Capital Advisors
Alabama
-$47.2K -1,475 Closed
GWANC
119
Guardian Wealth Advisors (North Carolina)
North Carolina
-$47.2K -1,475 Closed
SSWM
120
Sheets Smith Wealth Management
North Carolina
-$7.84K -245 Closed

IQDG Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2023, worth a combined $963M — up 33% from $722M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IQDG positions and 9 closed out — a net gain of 20 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Hibernia Wealth Partners, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $963M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2023 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2023 was Hibernia Wealth Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2023.