We are live on ! Find out more
IQDG icon

WisdomTree International Quality Dividend Growth Fund

137 hedge funds and large institutions have $583M invested in WisdomTree International Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 135137 (+2)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

3.15% less ownership

Funds ownership: 81.51%78.37% (-3.1%)

6% less capital invested

Capital invested by funds: $620M → $583M (-$37.5M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
137
Holders Change
+2
Holders Change %
+1.48%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
13
Increased
53
Reduced
54
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$92.8M +$948K +24,190 +1%
Morgan Stanley
2
Morgan Stanley
New York
$77M +$4.69M +119,780 +7%
SFI
3
SPC Financial Inc
Maryland
$43.7M +$1.63M +41,572 +4%
LPL Financial
4
LPL Financial
California
$41M +$3.39M +86,473 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.2M +$23.9M +609,976 +352%
OCM
6
One Capital Management
California
$24.5M -$51.8M -1,321,510 -68%
UBS Group
7
UBS Group
Switzerland
$23.4M +$668K +17,034 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$23M -$68.8K -1,756 -0.3%
HighTower Advisors
9
HighTower Advisors
Illinois
$21.2M +$1.26M +32,024 +6%
CA
10
CGN Advisors
Kansas
$20.6M -$522K -13,316 -3%
RWP
11
Revolve Wealth Partners
New Jersey
$18.3M +$1.31M +33,508 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.9M +$212K +5,416 +2%
PCIA
13
Prime Capital Investment Advisors
Kansas
$8.9M +$143K +3,641 +2%
FTUS
14
Flow Traders U.S.
New York
$7M +$6.07M +154,975 +750%
VWM
15
Venturi Wealth Management
Texas
$6.58M +$75.5K +1,927 +1%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$6.49M +$478K +12,196 +8%
PPWP
17
Premier Path Wealth Partners
New Jersey
$6.3M +$325K +8,289 +6%
JSW
18
Journey Strategic Wealth
New Jersey
$6.24M -$186K -4,745 -3%
HBS
19
Howard Bailey Securities
Indiana
$5.89M -$3.23M -82,324 -36%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.8M +$2.01M +51,375 +55%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.48M -$1.95M -49,659 -31%
KCM
22
Kathmere Capital Management
Pennsylvania
$4.35M -$49.7K -1,268 -1%
FFL
23
Future Fund LLC
Illinois
$4.05M
FDW
24
Fourth Dimension Wealth
Ohio
$3.98M +$269K +6,856 +7%
TFGT
25
TS Financial Group (TSFG)
Illinois
$3.89M +$137K +3,496 +4%