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WisdomTree International Quality Dividend Growth Fund

89 hedge funds and large institutions have $694M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

28% more capital invested

Capital invested by funds: $542M → $694M (+$152M)

20% more funds holding

Funds holding: 7489 (+15)

0.46% more ownership

Funds ownership: 84.11%84.58% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
20
Increased
47
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$151M -$5.47M -158,918 -3%
Bank of America
2
Bank of America
North Carolina
$87.8M +$23.4M +680,139 +36%
OCM
3
One Capital Management
California
$74M +$8.51M +247,249 +13%
TC
4
Trilogy Capital
California
$69.1M +$4.84M +140,521 +8%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$42.5M +$19.5M +567,826 +85%
SFI
6
SPC Financial Inc
Maryland
$31.7M +$288K +8,374 +0.9%
LPL Financial
7
LPL Financial
California
$29.3M +$13.7M +397,551 +88%
CA
8
CGN Advisors
Kansas
$21.1M +$1.31M +37,937 +7%
CWM
9
Cornerstone Wealth Management
Missouri
$17M +$185K +5,364 +1%
JSW
10
Journey Strategic Wealth
New Jersey
$15.9M +$560K +16,276 +4%
PCIA
11
Prime Capital Investment Advisors
Kansas
$14.9M +$14.9M +433,203 New
Jane Street
12
Jane Street
New York
$11.2M +$11.2M +325,308 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.1M +$88.4K +2,567 +0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.15M +$7.69M +223,471 +526%
AWM
15
AE Wealth Management
Kansas
$8.7M +$680K +19,753 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.17M -$40.3K -1,170 -0.6%
RJA
17
Raymond James & Associates
Florida
$7.1M -$330K -9,588 -4%
PAG
18
Private Advisor Group
New Jersey
$6.44M +$2.78M +80,839 +76%
FAIM
19
Financial Advocates Investment Management
Washington
$5.64M +$5.06M +146,895 +860%
UBS Group
20
UBS Group
Switzerland
$5.58M +$5.58M +162,070 New
CAN
21
Cetera Advisor Networks
California
$5.57M +$1.04M +30,227 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.38M +$544K +15,800 +11%
OMC
23
Old Mission Capital
Illinois
$4.73M +$4.35M +126,434 +1,158%
KCM
24
Kathmere Capital Management
Pennsylvania
$4.45M -$479K -13,908 -10%
RWP
25
Revolve Wealth Partners
New Jersey
$2.66M -$18K -522 -0.7%

IQDG Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2023, worth a combined $694M — up 28% from $542M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IQDG positions and 5 closed out — a net gain of 15 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $5.47M.

  • 89 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $694M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2023, up 28% quarter-over-quarter.
  • 20 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2023 and 5 closed out, a net change of +15 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2023 was Bank of America, an estimated $23.4M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2023 was Morgan Stanley, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2023.