WisdomTree International Quality Dividend Growth Fund
IQDG
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.
68% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 31
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
2% less capital invested
Capital invested by funds: $822M → $809M (-$13.2M)
2.51% less ownership
Funds ownership: 85.09% → 82.58% (-2.5%)
4% less funds holding
Funds holding: 110 → 106 (-4)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$21.7M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.62M |
| 3 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$6.54M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.67M |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$42.1M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$20M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$12.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.7M |
| 5 |
Morgan Stanley
New York
|
-$10.5M |
IQDG Hedge Fund Activity: Q1 2024 in Review
106 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2024, worth a combined $809M — down 1.6% from $822M a quarter earlier.
Fund positioning in IQDG was balanced in Q1 2024: 14 funds opened new positions, 14 closed out, 52 added to existing stakes and 31 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $21.7M. The largest seller was Trilogy Capital, cutting an estimated $42.1M.
- 106 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2024, down from 110 in Q4 2023.
- Funds reported $809M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2024, down 1.6% quarter-over-quarter.
- 14 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2024 and 14 closed out, a net change of 0 holders.
- The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2024 was Stifel Financial, an estimated $21.7M added.
- The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2024 was Trilogy Capital, an estimated $42.1M sold.
Based on aggregated 13F filings for Q1 2024.