WisdomTree International Quality Dividend Growth Fund
IQDG
34 hedge funds and large institutions have $115M invested in WisdomTree International Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $109M → $115M (+$5.86M)
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.74% less ownership
Funds ownership: 77.57% → 73.83% (-3.7%)
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$6.79M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$6.39M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.39M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$854K |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$9.08M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.96M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.59M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$2.06M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.47M |
IQDG Hedge Fund Activity: Q4 2020 in Review
34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2020, worth a combined $115M — up 5.4% from $109M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IQDG positions and 6 closed out — a net gain of 1 holder — while 4 added to existing stakes and 16 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $6.79M. The largest seller was Raymond James & Associates, cutting an estimated $9.08M.
- 34 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2020, up from 33 in Q3 2020.
- Funds reported $115M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2020, up 5.4% quarter-over-quarter.
- 7 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2020 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $6.79M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2020 was Raymond James & Associates, an estimated $9.08M sold.
Based on aggregated 13F filings for Q4 2020.