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WisdomTree International Quality Dividend Growth Fund

106 hedge funds and large institutions have $740M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 26

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

0% more funds holding

Funds holding: 106106 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.95% less ownership

Funds ownership: 82.58%81.64% (-0.95%)

9% less capital invested

Capital invested by funds: $809M → $740M (-$68.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
55
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$133M -$472K -12,637 -0.4%
Bank of America
2
Bank of America
North Carolina
$90.1M +$2.13M +56,926 +2%
OCM
3
One Capital Management
California
$87.3M -$1.86M -49,832 -2%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$48.3M +$1.38M +36,983 +3%
TC
5
Trilogy Capital
California
$41M +$1.41M +37,747 +4%
SFI
6
SPC Financial Inc
Maryland
$36.1M +$437K +11,699 +1%
CA
7
CGN Advisors
Kansas
$28.9M +$1.41M +37,732 +5%
LPL Financial
8
LPL Financial
California
$27.8M -$3.95M -105,652 -12%
UBS Group
9
UBS Group
Switzerland
$19M +$102K +2,718 +0.5%
JSW
10
Journey Strategic Wealth
New Jersey
$18.4M +$517K +13,852 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$13.7M +$378K +10,132 +3%
RWP
12
Revolve Wealth Partners
New Jersey
$12.9M +$1.11M +29,740 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.4M -$200K -5,351 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$11.2M +$10.2M +273,609 +964%
JP Morgan Chase
15
JP Morgan Chase
New York
$10.4M +$4M +107,175 +62%
IWP
16
Invenio Wealth Partners
Florida
$9.55M +$668K +17,896 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.3M +$957K +25,624 +11%
SFS
18
Security Financial Services
Indiana
$9.09M +$4.83M +129,288 +112%
PCIA
19
Prime Capital Investment Advisors
Kansas
$7.44M -$41.4M -1,108,951 -85%
VWM
20
Venturi Wealth Management
Texas
$6.68M +$75.9K +2,031 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.17M +$1.17M +31,244 +23%
TFGT
22
TS Financial Group (TSFG)
Illinois
$5.87M +$2.84M +76,077 +93%
PAG
23
Private Advisor Group
New Jersey
$5.8M +$212K +5,671 +4%
PPWP
24
Premier Path Wealth Partners
New Jersey
$4.8M +$263K +7,030 +6%
FAIM
25
Financial Advocates Investment Management
Washington
$4.6M +$232K +6,199 +5%

IQDG Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q2 2024, worth a combined $740M — down 8.5% from $809M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IQDG positions and 12 closed out — a net gain of 3 holders — while 55 added to existing stakes and 26 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $10.2M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $41.4M.

  • 106 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $740M of WisdomTree International Quality Dividend Growth Fund stock for Q2 2024, down 8.5% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q2 2024 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q2 2024 was HighTower Advisors, an estimated $10.2M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q2 2024 was Prime Capital Investment Advisors, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2024.