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WisdomTree International Quality Dividend Growth Fund

120 hedge funds and large institutions have $805M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more funds holding

Funds holding: 106120 (+14)

9% more capital invested

Capital invested by funds: $740M → $805M (+$65.1M)

1.35% more ownership

Funds ownership: 81.64%82.98% (+1.3%)

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
1.72%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
55
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$139M -$692K -18,256 -0.5%
OCM
2
One Capital Management
California
$97.3M +$4.97M +131,100 +6%
Bank of America
3
Bank of America
North Carolina
$94.1M -$970K -25,587 -1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$52.2M +$1.14M +30,081 +2%
TC
5
Trilogy Capital
California
$45.1M +$1.74M +45,933 +4%
SFI
6
SPC Financial Inc
Maryland
$37.4M -$691K -18,235 -2%
CA
7
CGN Advisors
Kansas
$33.4M +$2.85M +75,056 +10%
LPL Financial
8
LPL Financial
California
$32M +$2.57M +67,819 +9%
JSW
9
Journey Strategic Wealth
New Jersey
$21M +$1.6M +42,250 +9%
UBS Group
10
UBS Group
Switzerland
$20.8M +$812K +21,418 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$19.7M +$7.59M +200,188 +66%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.3M +$836K +22,056 +6%
RWP
13
Revolve Wealth Partners
New Jersey
$14.1M +$426K +11,245 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.2M +$148K +3,904 +1%
IWP
15
Invenio Wealth Partners
Florida
$10.7M +$639K +16,854 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$10.3M +$489K +12,894 +5%
HBS
17
Howard Bailey Securities
Indiana
$9.71M +$9.41M +248,131 New
JP Morgan Chase
18
JP Morgan Chase
New York
$9.34M -$1.61M -42,482 -15%
SFS
19
Security Financial Services
Indiana
$7.85M -$1.7M -44,771 -18%
PCIA
20
Prime Capital Investment Advisors
Kansas
$7.41M -$432K -11,391 -6%
VWM
21
Venturi Wealth Management
Texas
$7.34M +$272K +7,165 +4%
TFGT
22
TS Financial Group (TSFG)
Illinois
$6.39M +$184K +4,854 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.88M -$612K -16,148 -10%
PPWP
24
Premier Path Wealth Partners
New Jersey
$5.31M +$230K +6,062 +5%
GSEP
25
Golden State Equity Partners
California
$5.13M +$859K +22,653 +21%

IQDG Hedge Fund Activity: Q3 2024 in Review

120 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q3 2024, worth a combined $805M — up 8.8% from $740M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IQDG positions and 3 closed out — a net gain of 14 holders — while 55 added to existing stakes and 36 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $7.59M. The largest seller was Private Advisor Group, cutting an estimated $4.3M.

  • 120 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $805M of WisdomTree International Quality Dividend Growth Fund stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q3 2024 and 3 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q3 2024 was HighTower Advisors, an estimated $7.59M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q3 2024 was Private Advisor Group, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2024.