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WisdomTree International Quality Dividend Growth Fund

67 hedge funds and large institutions have $348M invested in WisdomTree International Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

64% more capital invested

Capital invested by funds: $212M → $348M (+$136M)

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

6% more funds holding

Funds holding: 6367 (+4)

3.51% more ownership

Funds ownership: 71.37%74.88% (+3.5%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
13
Increased
25
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$120M +$57.7M +1,963,060 +101%
OCM
2
One Capital Management
California
$56.5M +$4.37M +148,683 +9%
Bank of America
3
Bank of America
North Carolina
$40.2M +$6.87M +233,700 +22%
SFI
4
SPC Financial Inc
Maryland
$27.9M +$26.8M +912,911 New
CA
5
CGN Advisors
Kansas
$16.8M +$6.7M +228,145 +71%
JSW
6
Journey Strategic Wealth
New Jersey
$11.6M +$4.12M +140,076 +59%
LPL Financial
7
LPL Financial
California
$9.71M +$563K +19,176 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.17M +$95.3K +3,242 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.77M -$266K -9,051 -4%
RJA
10
Raymond James & Associates
Florida
$5.78M +$2.04M +69,442 +58%
CJFS
11
Coulter & Justus Financial Services
Tennessee
$5.25M -$548K -18,643 -10%
KCM
12
Kathmere Capital Management
Pennsylvania
$4.6M -$66.6K -2,265 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.9M +$2.87M +97,606 +327%
Jane Street
14
Jane Street
New York
$2.2M -$3.94M -133,950 -65%
RWP
15
Revolve Wealth Partners
New Jersey
$2.13M +$638K +21,719 +45%
TC
16
Trilogy Capital
California
$2.08M +$116K +3,932 +6%
OMC
17
Old Mission Capital
Illinois
$2.04M +$893K +30,380 +84%
SPIA
18
Steward Partners Investment Advisory
New York
$2.02M +$1.94M +66,079 New
CAN
19
Cetera Advisor Networks
California
$1.59M +$909K +30,918 +147%
FHA
20
Flagship Harbor Advisors
Massachusetts
$1.41M -$134K -4,545 -9%
CAL
21
Capital Analysts LLC
Pennsylvania
$1.34M -$234K -7,975 -15%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.33M -$1.3M -44,140 -50%
BFM
23
Boston Financial Management
Massachusetts
$1.16M +$1.12M +38,018 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.12M +$194K +6,592 +22%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.1M +$77.8K +2,649 +8%

IQDG Hedge Fund Activity: Q4 2022 in Review

67 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2022, worth a combined $348M — up 64% from $212M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IQDG positions and 6 closed out — a net gain of 7 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.7M. The largest seller was Jane Street, cutting an estimated $3.94M.

  • 67 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $348M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2022, up 64% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2022 was Morgan Stanley, an estimated $57.7M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2022 was Jane Street, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2022.