We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund

131 hedge funds and large institutions have $741M invested in WisdomTree International Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

9% more funds holding

Funds holding: 120131 (+11)

1.91% more ownership

Funds ownership: 82.98%84.89% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

8% less capital invested

Capital invested by funds: $805M → $741M (-$64.9M)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.73%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
57
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$117M -$5.12M -140,743 -4%
OCM
2
One Capital Management
California
$86.4M +$1.45M +39,825 +2%
Bank of America
3
Bank of America
North Carolina
$79.2M -$3.25M -89,226 -4%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$45.5M -$115K -3,150 -0.2%
TC
5
Trilogy Capital
California
$40.5M +$1.23M +33,691 +3%
SFI
6
SPC Financial Inc
Maryland
$34.4M +$1.84M +50,607 +5%
CA
7
CGN Advisors
Kansas
$31M +$1.89M +51,970 +6%
LPL Financial
8
LPL Financial
California
$28.7M +$809K +22,219 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$21.1M +$8.26M +226,850 +58%
JSW
10
Journey Strategic Wealth
New Jersey
$19.6M +$1.28M +35,224 +7%
UBS Group
11
UBS Group
Switzerland
$18.9M +$676K +18,580 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$16.6M -$589K -16,172 -3%
RWP
13
Revolve Wealth Partners
New Jersey
$12.8M +$493K +13,555 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$10.8M +$2.83M +77,852 +33%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.79M +$821K +22,548 +9%
Jane Street
16
Jane Street
New York
$9.74M +$9.54M +262,194 +1,171%
SFS
17
Security Financial Services
Indiana
$9.7M +$3.02M +83,097 +41%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.48M -$1.27M -34,903 -11%
IWP
19
Invenio Wealth Partners
Florida
$8.99M -$412K -11,310 -4%
HBS
20
Howard Bailey Securities
Indiana
$8.85M +$379K +10,421 +4%
VWM
21
Venturi Wealth Management
Texas
$6.42M +$9.35K +257 +0.1%
PCIA
22
Prime Capital Investment Advisors
Kansas
$6.35M -$134K -3,690 -2%
TFGT
23
TS Financial Group (TSFG)
Illinois
$5.75M +$178K +4,879 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.58M +$477K +13,102 +9%
PPWP
25
Premier Path Wealth Partners
New Jersey
$4.74M +$113K +3,115 +2%

IQDG Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q4 2024, worth a combined $741M — down 8.1% from $805M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IQDG positions and 16 closed out — a net gain of 14 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $9.54M. The largest seller was Morgan Stanley, cutting an estimated $5.12M.

  • 131 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $741M of WisdomTree International Quality Dividend Growth Fund stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 30 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q4 2024 was Jane Street, an estimated $9.54M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q4 2024 was Morgan Stanley, an estimated $5.12M sold.

Based on aggregated 13F filings for Q4 2024.