We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund

60 hedge funds and large institutions have $276M invested in WisdomTree International Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 5960 (+1)

2% less capital invested

Capital invested by funds: $282M → $276M (-$5.78M)

8.52% less ownership

Funds ownership: 81.21%72.69% (-8.5%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
28
Reduced
13
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
$65.7M +$11.1M +300,000 +20%
OCM
2
One Capital Management
California
$51.8M -$1.96M -52,881 -4%
Bank of America
3
Bank of America
North Carolina
$30.7M +$3.78M +102,171 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.5M +$4.44M +120,098 +36%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.3M +$8.38M +226,603 +103%
CWM
6
Cornerstone Wealth Management
Missouri
$15.5M +$1.34M +36,126 +9%
RJA
7
Raymond James & Associates
Florida
$12.6M +$6.37M +172,404 +100%
LPL Financial
8
LPL Financial
California
$9.45M +$1.54M +41,694 +19%
KAS
9
Kestra Advisory Services
Texas
$7.29M -$306K -8,281 -4%
OMC
10
Old Mission Capital
Illinois
$7M +$6.34M +171,393 +837%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.13M +$1.8M +48,592 +42%
CA
12
CGN Advisors
Kansas
$5.73M +$931K +25,184 +19%
Citadel Advisors
13
Citadel Advisors
Florida
$2.56M -$360K -9,747 -12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.36M +$2.39M +64,619 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.35M +$792K +21,407 +50%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.04M +$711K +19,231 +52%
Jane Street
17
Jane Street
New York
$1.61M -$1.42M -38,278 -46%
TC
18
Trilogy Capital
California
$1.48M +$300K +8,122 +25%
CAL
19
Capital Analysts LLC
Pennsylvania
$1.44M -$30.1K -815 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.12M
SHJ
21
Sharkey, Howes & Javer
Colorado
$1.1M -$851K -23,007 -43%
EAM
22
Empirical Asset Management
Massachusetts
$1.07M +$159K +4,293 +17%
FHA
23
Flagship Harbor Advisors
Massachusetts
$1.03M -$495K -13,394 -32%
PAG
24
Private Advisor Group
New Jersey
$999K +$1.01M +27,384 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$974K -$26.9K -728 -3%

IQDG Hedge Fund Activity: Q1 2022 in Review

60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2022, worth a combined $276M — down 2.1% from $282M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IQDG positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.1M. The largest seller was NEIRG Wealth Management, exiting entirely with an estimated $12.3M sold.

  • 60 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2022, up from 59 in Q4 2021.
  • Funds reported $276M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2022, down 2.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2022 was Morgan Stanley, an estimated $11.1M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2022 was NEIRG Wealth Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2022.