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WisdomTree International Quality Dividend Growth Fund

110 hedge funds and large institutions have $963M invested in WisdomTree International Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

108% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $722M → $963M (+$241M)

18% more funds holding

Funds holding: 93110 (+17)

14.06% more ownership

Funds ownership: 85.57%99.63% (+14%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
110
Holders Change
+17
Holders Change %
+18.28%
% of All Funds
1.6%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
29
Increased
50
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$281M +$105M +3,149,031 +68%
OCM
2
One Capital Management
California
$84.8M +$1.97M +59,308 +3%
Bank of America
3
Bank of America
North Carolina
$82.9M -$2.54M -76,387 -3%
TC
4
Trilogy Capital
California
$80.3M +$4.26M +128,174 +6%
PCIA
5
Prime Capital Investment Advisors
Kansas
$60.1M +$6.12M +184,167 +13%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$42.1M -$4.01M -120,577 -9%
LPL Financial
7
LPL Financial
California
$35.5M +$1.43M +43,135 +5%
SFI
8
SPC Financial Inc
Maryland
$34.2M +$209K +6,278 +0.7%
JSW
9
Journey Strategic Wealth
New Jersey
$26.7M +$793K +23,849 +3%
CA
10
CGN Advisors
Kansas
$24.2M +$794K +23,897 +4%
CWM
11
Cornerstone Wealth Management
Missouri
$20M +$1.64M +49,450 +10%
UBS Group
12
UBS Group
Switzerland
$12.8M +$214K +6,437 +2%
AWM
13
AE Wealth Management
Kansas
$11.9M +$2.25M +67,597 +26%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.8M -$231K -6,964 -2%
RWP
15
Revolve Wealth Partners
New Jersey
$9.47M +$3.92M +117,884 +82%
CAN
16
Cetera Advisor Networks
California
$8.07M +$978K +29,418 +15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.57M +$1.67M +50,100 +32%
Jane Street
18
Jane Street
New York
$7.47M -$1.99M -60,015 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.31M -$334K -10,058 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
$7.04M -$134K -4,037 -2%
IWP
21
Invenio Wealth Partners
Florida
$6.7M +$756K +22,756 +14%
RJA
22
Raymond James & Associates
Florida
$6.53M -$635K -19,099 -10%
OMC
23
Old Mission Capital
Illinois
$5.42M +$4.97M +149,402 New
SFS
24
Security Financial Services
Indiana
$4.95M -$699K -21,042 -13%
GSEP
25
Golden State Equity Partners
California
$4.53M +$319K +9,602 +8%

IQDG Hedge Fund Activity: Q4 2023 in Review

110 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2023, worth a combined $963M — up 33% from $722M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IQDG positions and 9 closed out — a net gain of 20 holders — while 50 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $105M. The largest seller was Hibernia Wealth Partners, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2023, up from 93 in Q3 2023.
  • Funds reported $963M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2023 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $105M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2023 was Hibernia Wealth Partners, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2023.