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WisdomTree International Quality Dividend Growth Fund

59 hedge funds and large institutions have $282M invested in WisdomTree International Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

22% more capital invested

Capital invested by funds: $232M → $282M (+$50.2M)

9% more funds holding

Funds holding: 5459 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

61.91% less ownership

Funds ownership: 143.12%81.21% (-62%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
22
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59.8M +$14.9M +381,008 +34%
OCM
2
One Capital Management
California
$58.8M -$4.91M -125,574 -8%
Bank of America
3
Bank of America
North Carolina
$29.4M +$944K +24,155 +3%
CWM
4
Cornerstone Wealth Management
Missouri
$15.4M +$962K +24,606 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M +$258K +6,607 +2%
NWM
6
NEIRG Wealth Management
Massachusetts
$12.3M +$12.1M +309,469 New
JSW
7
Journey Strategic Wealth
New Jersey
$10.8M +$10.6M +270,890 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.81M +$1.13M +28,921 +15%
LPL Financial
9
LPL Financial
California
$8.67M +$1.34M +34,285 +19%
KAS
10
Kestra Advisory Services
Texas
$8.3M +$647K +16,546 +9%
OWA
11
Outlook Wealth Advisors
Texas
$7.41M +$7.26M +185,802 New
RJA
12
Raymond James & Associates
Florida
$6.88M +$316K +8,088 +5%
CA
13
CGN Advisors
Kansas
$5.26M +$691K +17,675 +15%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.57M +$527K +13,473 +13%
Jane Street
15
Jane Street
New York
$3.29M +$224K +5,737 +7%
Citadel Advisors
16
Citadel Advisors
Florida
$3.18M +$3.12M +79,799 New
AIM
17
Arcadia Investment Management
Michigan
$2.19M -$6.65K -170 -0.3%
SHJ
18
Sharkey, Howes & Javer
Colorado
$2.12M -$1.44M -36,716 -41%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.71M +$1.68M +42,992 New
FHA
20
Flagship Harbor Advisors
Massachusetts
$1.66M +$944K +24,143 +138%
CAL
21
Capital Analysts LLC
Pennsylvania
$1.61M +$145K +3,718 +10%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.47M +$12.4K +318 +0.9%
TC
23
Trilogy Capital
California
$1.29M +$522K +13,354 +70%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.23M +$39 +1 +0%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.09M -$235K -6,011 -18%

IQDG Hedge Fund Activity: Q4 2021 in Review

59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2021, worth a combined $282M — up 22% from $232M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IQDG positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was One Capital Management, cutting an estimated $4.91M.

  • 59 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2021, up from 54 in Q3 2021.
  • Funds reported $282M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2021, up 22% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2021 was Morgan Stanley, an estimated $14.9M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2021 was One Capital Management, an estimated $4.91M sold.

Based on aggregated 13F filings for Q4 2021.