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WisdomTree International Quality Dividend Growth Fund

128 hedge funds and large institutions have $613M invested in WisdomTree International Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 131128 (-3)

3.33% less ownership

Funds ownership: 84.89%81.57% (-3.3%)

17% less capital invested

Capital invested by funds: $741M → $613M (-$128M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

42% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 64

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.72%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
17
Increased
37
Reduced
64
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M -$8.93M -245,252 -7%
Bank of America
2
Bank of America
North Carolina
$83.6M +$1.03M +28,225 +1%
OCM
3
One Capital Management
California
$80M -$10.3M -283,652 -11%
SFI
4
SPC Financial Inc
Maryland
$37.1M +$1.27M +34,821 +3%
LPL Financial
5
LPL Financial
California
$32.7M +$2.82M +77,598 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$21M -$1.02M -27,990 -5%
UBS Group
7
UBS Group
Switzerland
$20.1M +$456K +12,521 +2%
CA
8
CGN Advisors
Kansas
$18.2M -$14.4M -396,611 -44%
HighTower Advisors
9
HighTower Advisors
Illinois
$17M -$367K -10,075 -2%
RWP
10
Revolve Wealth Partners
New Jersey
$14.7M +$1.4M +38,427 +10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.5M +$283K +7,789 +3%
HBS
12
Howard Bailey Securities
Indiana
$9.15M -$79.2K -2,176 -0.8%
IWP
13
Invenio Wealth Partners
Florida
$8.97M -$419K -11,508 -4%
PCIA
14
Prime Capital Investment Advisors
Kansas
$6.97M +$355K +9,765 +5%
JSW
15
Journey Strategic Wealth
New Jersey
$6.79M -$13.9M -382,356 -67%
Jane Street
16
Jane Street
New York
$6.44M -$3.79M -104,141 -37%
VWM
17
Venturi Wealth Management
Texas
$6.07M -$633K -17,402 -9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.95M -$4.01M -110,156 -40%
PPWP
19
Premier Path Wealth Partners
New Jersey
$5.3M +$360K +9,906 +7%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.23M -$6.18M -169,704 -54%
FTUS
21
Flow Traders U.S.
New York
$5.18M +$3.16M +86,910 +149%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.16M -$682K -18,738 -11%
FAIM
23
Financial Advocates Investment Management
Washington
$4.8M +$115K +3,152 +2%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$4.65M +$4.74M +130,265 New
KCM
25
Kathmere Capital Management
Pennsylvania
$4.1M -$40K -1,099 -0.9%

IQDG Hedge Fund Activity: Q1 2025 in Review

128 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Quality Dividend Growth Fund (IQDG) for Q1 2025, worth a combined $613M — down 17% from $741M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IQDG and 17 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 37 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $4.74M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $45.5M sold.

  • 128 institutional investors held WisdomTree International Quality Dividend Growth Fund (IQDG) as of Q1 2025, down from 131 in Q4 2024.
  • Funds reported $613M of WisdomTree International Quality Dividend Growth Fund stock for Q1 2025, down 17% quarter-over-quarter.
  • 17 funds opened new WisdomTree International Quality Dividend Growth Fund positions in Q1 2025 and 18 closed out, a net change of -1 holder.
  • The largest WisdomTree International Quality Dividend Growth Fund buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $4.74M added.
  • The largest WisdomTree International Quality Dividend Growth Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2025.