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WisdomTree International Quality Dividend Growth Fund

93 hedge funds and large institutions have $722M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 22

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

4% more funds holding

Funds holding: 8993 (+4)

4% more capital invested

Capital invested by funds: $694M → $722M (+$28.4M)

0.99% more ownership

Funds ownership: 84.58%85.57% (+0.99%)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.48%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
14
Increased
48
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$147M +$7.14M +211,413 +5%
Bank of America
2
Bank of America
North Carolina
$75.6M -$6.4M -189,700 -7%
OCM
3
One Capital Management
California
$72.9M +$4.33M +128,329 +6%
TC
4
Trilogy Capital
California
$66.8M +$3.63M +107,484 +5%
PCIA
5
Prime Capital Investment Advisors
Kansas
$47.1M +$35.1M +1,038,894 +240%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$41M +$1.55M +45,894 +4%
LPL Financial
7
LPL Financial
California
$30M +$2.9M +85,917 +10%
SFI
8
SPC Financial Inc
Maryland
$30M +$467K +13,832 +2%
JSW
9
Journey Strategic Wealth
New Jersey
$22.8M +$8.39M +248,533 +54%
CA
10
CGN Advisors
Kansas
$20.6M +$1.02M +30,256 +5%
CWM
11
Cornerstone Wealth Management
Missouri
$16.1M +$255K +7,549 +2%
UBS Group
12
UBS Group
Switzerland
$11.1M +$6.26M +185,434 +114%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.73M +$339K +10,035 +3%
Jane Street
14
Jane Street
New York
$8.52M -$2M -59,307 -18%
AWM
15
AE Wealth Management
Kansas
$8.38M +$305K +9,043 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.77M +$107K +3,160 +2%
RJA
17
Raymond James & Associates
Florida
$6.38M -$244K -7,224 -3%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.34M +$5.05M +149,520 +308%
CAN
19
Cetera Advisor Networks
California
$6.18M +$1.05M +31,192 +19%
PAG
20
Private Advisor Group
New Jersey
$6.01M +$24.5K +726 +0.4%
FAIM
21
Financial Advocates Investment Management
Washington
$5.67M +$418K +12,369 +8%
IWP
22
Invenio Wealth Partners
Florida
$5.19M +$4.71M +139,469 +616%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.08M +$79.8K +2,363 +2%
SFS
24
Security Financial Services
Indiana
$5.04M +$5.31M +157,392 New
RWP
25
Revolve Wealth Partners
New Jersey
$4.59M +$2.23M +65,955 +85%

IQDG Hedge Fund Activity: Q3 2023 in Review

93 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2023, worth a combined $722M — up 4.1% from $694M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IQDG positions and 8 closed out — a net gain of 6 holders — while 48 added to existing stakes and 22 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $35.1M. The largest seller was Bank of America, cutting an estimated $6.4M.

  • 93 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2023, up from 89 in Q2 2023.
  • Funds reported $722M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2023 and 8 closed out, a net change of +6 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2023 was Prime Capital Investment Advisors, an estimated $35.1M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2023 was Bank of America, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2023.