We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund

30 hedge funds and large institutions have $95M invested in WisdomTree International Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more capital invested

Capital invested by funds: $47.7M → $95M (+$47.3M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15.4% more ownership

Funds ownership: 65.36%80.76% (+15%)

7% more funds holding

Funds holding: 2830 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
11
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1
One Capital Management
California
$36.1M +$2.36M +82,948 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$13.4M +$8.5M +298,829 +204%
Bank of America
3
Bank of America
North Carolina
$10.7M +$8.81M +309,536 +673%
RJA
4
Raymond James & Associates
Florida
$10.6M +$10M +351,784 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.68M +$4.09M +143,713 +184%
FEG
6
Financial Enhancement Group
Indiana
$2.67M +$53.4K +1,877 +2%
SAM
7
Stringer Asset Management
Tennessee
$2.62M +$2.47M +86,756 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.29M +$2.16M +75,962 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.98M -$343K -12,067 -16%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.29M +$1.12M +39,222 +1,070%
CA
11
Cetera Advisors
Colorado
$1.08M -$1.17M -41,261 -54%
Citadel Advisors
12
Citadel Advisors
Florida
$951K +$508K +17,840 +130%
CAL
13
Capital Analysts LLC
Pennsylvania
$936K +$34.4K +1,210 +4%
Jane Street
14
Jane Street
New York
$853K -$1.84M -64,748 -70%
LPL Financial
15
LPL Financial
California
$606K +$144K +5,056 +34%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$421K -$92.2K -3,240 -19%
PGAM
17
Princeton Global Asset Management
New Jersey
$387K -$12.3K -434 -3%
Truist Financial
18
Truist Financial
North Carolina
$317K -$8.93K -314 -3%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$238K +$224K +7,890 New
GG
20
Gofen & Glossberg
Illinois
$228K +$215K +7,550 New
Ameriprise
21
Ameriprise
Minnesota
$224K +$211K +7,414 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$134K -$90.6K -3,186 -42%
CFGS
23
Concourse Financial Group Securities
Alabama
$98K +$92.5K +3,250 New
AF
24
Advisornet Financial
Minnesota
$35K
CAL
25
Capital Advisors Ltd
Ohio
$28K

IQDG Hedge Fund Activity: Q2 2020 in Review

30 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2020, worth a combined $95M — up 99% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IQDG positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $10M. The largest seller was Jane Street, cutting an estimated $1.84M.

  • 30 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2020, up from 28 in Q1 2020.
  • Funds reported $95M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2020, up 99% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2020 and 6 closed out, a net change of +2 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2020 was Raymond James & Associates, an estimated $10M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2020 was Jane Street, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2020.