We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund
IQDG

14 hedge funds and large institutions have $42.3M invested in WisdomTree International Quality Dividend Growth Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more capital invested

Capital invested by funds: $8.42M → $42.3M (+$33.9M)

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

36.64% more ownership

Funds ownership: 34.17% → 70.81% (+37%)

27% more funds holding

Funds holding: 11 → 14 (+3)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OCM
One Capital Management
California
+$20.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.1M
3
LPL Financial
LPL Financial
California
+$294K
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$240K
5
BTS
BB&T Securities
Virginia
+$155K

Top Sellers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
-$218K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4K
3
UBS Group
UBS Group
Switzerland
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1
One Capital Management
California
$19.9M +$20.5M +664,982 New
Bank of New York Mellon
2
Bank of New York Mellon
New York
$19.7M +$14.1M +458,846 +228%
BTS
3
BB&T Securities
Virginia
$877K +$155K +5,031 +21%
Bank of America
4
Bank of America
North Carolina
$794K +$615 +20 +0.1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$330K +$45.4K +1,475 +15%
LPL Financial
6
LPL Financial
California
$285K +$294K +9,549 New
CIBC World Market
7
CIBC World Market
Ontario, Canada
$234K +$240K +7,814 New
AF
8
Advisornet Financial
Minnesota
$79K +$7.69K +250 +10%
AG
9
Advisor Group
Arizona
$66K -$218K -7,074 -76%
CAL
10
Capital Analysts LLC
Pennsylvania
$60K +$61.5K +2,000 New
SFM
11
Signet Financial Management
New Jersey
$6K +$6.58K +214 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$3K – – –
LYV
13
Live Your Vision
Pennsylvania
$1K – – –
UBS Group
14
UBS Group
Switzerland
– -$4K -131 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
– -$4K -125 Closed

IQDG Hedge Fund Activity: Q2 2018 in Review

14 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2018, worth a combined $42.3M — up 403% from $8.42M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IQDG positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was One Capital Management, opening a new position worth an estimated $20.5M. The largest seller was Advisor Group, cutting an estimated $218K.

  • 14 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2018, up from 11 in Q1 2018.
  • Funds reported $42.3M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2018, up 403% quarter-over-quarter.
  • 5 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2018 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2018 was One Capital Management, an estimated $20.5M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2018 was Advisor Group, an estimated $218K sold.

Based on aggregated 13F filings for Q2 2018.