WisdomTree International Quality Dividend Growth Fund
IQDG
11 hedge funds and large institutions have $8.42M invested in WisdomTree International Quality Dividend Growth Fund in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
33% more capital invested
Capital invested by funds: $6.35M → $8.42M (+$2.07M)
3.44% less ownership
Funds ownership: 37.61% → 34.17% (-3.4%)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$2.46M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$758K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$599K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$28.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$25.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.38M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$334K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$54.7K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.62K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of New York Mellon
New York
| $6.19M | +$2.46M | +78,771 | +65% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $817K | +$599K | +19,225 | +264% |
|
|
BTS
3
BB&T Securities
Richmond,
Virginia
| $748K | +$758K | +24,314 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $294K | +$25.3K | +812 | +9% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $286K | +$6.45K | +207 | +2% |
|
|
AF
6
Advisornet Financial
Minnetonka,
Minnesota
| $74K | +$28.1K | +900 | +60% |
|
|
7
UBS Group
Zurich,
Switzerland
| $4K | -$54.7K | -1,755 | -93% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | -$3.62K | -116 | -52% |
|
|
LYV
10
Live Your Vision
West Conshohocken,
Pennsylvania
| $1K | – | – | – |
|
|
11
Jane Street
New York
| – | -$1.38M | -44,945 | Closed |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$334K | -10,886 | Closed |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1.28K | -41 | -82% |
|
IQDG Hedge Fund Activity: Q1 2018 in Review
11 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2018, worth a combined $8.42M — up 33% from $6.35M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IQDG and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Bank of New York Mellon, adding an estimated $2.46M. The largest seller was Jane Street, exiting entirely with an estimated $1.38M sold.
- 11 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2018, down from 12 in Q4 2017.
- Funds reported $8.42M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2018, up 33% quarter-over-quarter.
- 1 fund opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2018 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2018 was Bank of New York Mellon, an estimated $2.46M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2018 was Jane Street, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2018.