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WisdomTree International Quality Dividend Growth Fund
IQDG

Overview Fund Activity

106 hedge funds and large institutions have $809M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-4
Holders Change %
-3.64%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
14
Increased
52
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$22.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.6M
3
VWM
Venturi Wealth Management
Texas
$6.78M
4
UBS Group
UBS Group
Switzerland
$19.3M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
$48.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$137M
2
TC
Trilogy Capital
California
$40.6M
3
CWM
Cornerstone Wealth Management
Missouri
$0
4
PCIA
Prime Capital Investment Advisors
Kansas
$49.8M
5
AWM
AE Wealth Management
Kansas
$360K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$137M -$158M -4,161,022 -54%
OCM
2
One Capital Management
California
$91.5M +$2.58M +67,675 +3%
Bank of America
3
Bank of America
North Carolina
$90.3M +$3.3M +86,610 +4%
PCIA
4
Prime Capital Investment Advisors
Kansas
$49.8M -$13.2M -346,677 -21%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$48.1M +$3.98M +104,543 +9%
TC
6
Trilogy Capital
California
$40.6M -$43.6M -1,146,609 -52%
SFI
7
SPC Financial Inc
Maryland
$36.6M +$744K +19,543 +2%
LPL Financial
8
LPL Financial
California
$32.5M -$4.76M -125,003 -13%
CA
9
CGN Advisors
Kansas
$28.2M +$2.79M +73,176 +11%
Stifel Financial
10
Stifel Financial
Missouri
$22.5M +$22.5M +590,342 New
UBS Group
11
UBS Group
Switzerland
$19.3M +$5.88M +154,410 +44%
JSW
12
Journey Strategic Wealth
New Jersey
$18.3M -$9.68M -254,378 -35%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$13.6M +$9.97M +262,065 +273%
RWP
14
Revolve Wealth Partners
New Jersey
$12.1M +$2.19M +57,489 +22%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.9M +$621K +16,316 +5%
CAN
16
Cetera Advisor Networks
California
$9.36M +$895K +23,526 +11%
IWP
17
Invenio Wealth Partners
Florida
$9.11M +$2.08M +54,624 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.56M +$616K +16,189 +8%
OMC
19
Old Mission Capital
Illinois
$7.98M +$2.29M +60,278 +40%
VWM
20
Venturi Wealth Management
Texas
$6.78M +$6.78M +178,163 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.61M -$774K -20,341 -10%
RJA
22
Raymond James & Associates
Florida
$6.17M -$682K -17,909 -10%
PAG
23
Private Advisor Group
New Jersey
$5.73M +$2M +52,638 +54%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.14M -$2.53M -66,396 -33%
PPWP
25
Premier Path Wealth Partners
New Jersey
$4.67M +$967K +25,356 +26%
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