WisdomTree International Hedged Quality Dividend Growth

IHDG • ARCA

WisdomTree International Hedged Quality Dividend Growth is an exchange-traded fund on ARCA. As of Q3 2025, 233 institutional investors hold shares in this ETF, with total holdings valued at $1.5B. LPL Financial LLC is the largest holder with a position valued at $208.8M.

Overview

Overview of institutional ownership in IHDG as of Q3 2025

All Institutions

Institutions: 233
Value Held: $1.5B
Shares Held: 32.7M
Avg Position: $6.5M
Median Position: $785.2K

Hedge Funds

Hedge Funds: 4
Value Held: $8.2M
Shares Held: 178.2K
Avg Position: $2.1M
Median Position: $1.8M

Biggest Investors

Institutions with the largest positions in IHDG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$208.8M 0.06% of portfolio	4.5M shares	Q1 2015 Held for 10y 8m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$159.8M 0.01% of portfolio	3.5M shares	Q4 2014 Held for 10y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$123.6M 0.01% of portfolio	2.7M shares	Q2 2014 Held for 11y 5m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$72.5M 0.02% of portfolio	1.6M shares	Q4 2024 Held for 11 months	$310.43B
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$46.3M 0.04% of portfolio	1.0M shares	Q1 2022 Held for 3y 8m	$130.86B
UBS Group AG Institution	Sergio P. Ermotti CEO	$44.4M 0.01% of portfolio	962.6K shares	Q1 2015 Held for 10y 8m	$511.54B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$38.9M 0.04% of portfolio	844.5K shares	Q1 2020 Held for 5y 8m	$109.37B
Falcon Wealth Planning RIA/Wealth	Gabriel Abraham Shahin CEO	$38.0M 3.42% of portfolio	824.6K shares	Q3 2024 Held for 1y 2m	$1.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$35.4M 0.01% of portfolio	769.2K shares	Q4 2015 Held for 9y 11m	$341.99B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$31.1M 0.01% of portfolio	675.3K shares	Q3 2020 Held for 5y 2m	$433.11B

Net Capital Flow

Institutional buying and selling activity for IHDG in Q3 2025

Net Flow: −$320.0M
Buyers: 85
Sellers: 127
Total Bought: +$33.2M
Total Sold: −$353.3M
Avg Position: $6.0M

Biggest Buyers

Institution	Net Bought	Current Position
A Advisor Group Holdings, Inc. Institution	+$7.6M +167.1K shares	$23.0M 503.5K shares
Falcon Wealth Planning RIA/Wealth	+$3.7M +81.0K shares	$38.0M 824.6K shares
AE Wealth Management LLC RIA/Wealth	+$3.3M +72.0K shares	$18.3M 398.2K shares
Western Wealth Management, LLC RIA/Wealth	+$2.8M +60.1K shares	$4.6M 100.6K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$2.5M +54.4K shares	$38.9M 844.5K shares
Melone Private Wealth, LLC RIA/Wealth	+$1.9M +40.3K shares	$15.9M 345.1K shares
P Prepared Retirement Institute LLC RIA/Wealth	+$1.6M +34.1K shares	$12.5M 270.9K shares
Marietta Wealth Management, LLC RIA/Wealth	+$860.0K +18.7K shares	$17.0M 368.2K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	+$683.0K +14.8K shares	$5.4M 117.8K shares
O'Dell Group, LLC RIA/Wealth	+$636.5K +13.8K shares	$636.5K 13.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Ameritas Advisory Services, LLC RIA/Wealth	−$54.4M −1.2M shares	$50.9K 1.1K shares
MORGAN STANLEY RIA/Wealth	−$38.5M −835.9K shares	$159.8M 3.5M shares
L LPL Financial LLC Institution	−$32.3M −700.5K shares	$208.8M 4.5M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$25.5M −554.1K shares	$35.4M 769.2K shares
J JANE STREET GROUP, LLC Institution	−$18.0M −389.7K shares	$499.8K 10.8K shares
P Personal Resources Investment & Strategic Management, Inc. RIA/Wealth	−$17.9M −387.7K shares	$4.0M 86.7K shares
Pathstone Holdings, LLC Family Office	−$15.0M −325.8K shares	$14.4M 313.4K shares
Kestra Advisory Services, LLC RIA/Wealth	−$13.5M −292.5K shares	$5.8M 125.9K shares
Mason & Associates Inc RIA/Wealth	−$11.7M −259.9K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$11.5M −250.3K shares	$31.1M 675.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IHDG in Q3 2025

New Positions: 9
New Value: $7.0M
Exited Positions: 28
Exited Value: $45.5M

New Positions

Institution	Position Value
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$5.8M 122.5K shares
P PARTNERS WEALTH MANAGEMENT, LLC Institution	$393.5K 8.5K shares
V Versant Capital Management, Inc RIA/Wealth	$360.2K 7.8K shares
Y Y-Intercept Ltd Institution	$246.3K 5.3K shares
Soltis Investment Advisors LLC RIA/Wealth	$217.6K 4.7K shares
F Financial Gravity Wealth, Inc. Institution	$22.8K 494.0 shares
A Advisory Services Network, LLC RIA/Wealth	$12.2K 265.0 shares
Strategic Advocates LLC RIA/Wealth	$4.0K 87.0 shares
S Strategic Wealth Partners, Ltd. RIA/Wealth	$3.6K 79.0 shares

Exited Positions

Institution	Previous Position
Mason & Associates Inc RIA/Wealth	$11.7M 259.9K shares
Integrated Capital Management, LLC RIA/Wealth	$9.7M 214.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.7M 105.4K shares
Financial Advocates Investment Management RIA/Wealth	$4.3M 95.8K shares
CASTLE WEALTH MANAGEMENT LLC RIA/Wealth	$3.7M 83.0K shares
SigFig Wealth Management, LLC RIA/Wealth	$2.2M 47.8K shares
G GTS SECURITIES LLC Institution	$1.9M 41.3K shares
PCG Wealth Advisors, LLC RIA/Wealth	$1.8M 40.7K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$1.0M 23.3K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$560.2K 12.4K shares

Options Activity

Institutions with the largest Call and Put options positions in IHDG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IHDG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Choice Wealth Advisors, LLC RIA/Wealth	Christopher Arthur Markos CCO	7.58% $16.5M	357.7K shares	Q4 2020 Held for 4y 11m	$217.4M
Melone Private Wealth, LLC RIA/Wealth	Louis J Melone Managing Partner	7.20% $15.9M	345.1K shares	Q4 2021 Held for 3y 11m	$220.7M
P Prepared Retirement Institute LLC RIA/Wealth	Andrew John Dziedzic Managing Partner	6.51% $12.5M	270.9K shares	Q4 2023 Held for 1y 11m	$191.8M
Berkeley, Inc RIA/Wealth	Paul Stephen White President	5.81% $17.1M	372.0K shares	Q4 2020 Held for 4y 11m	$295.1M
WEALTH MANAGEMENT RESOURCES, INC. RIA/Wealth	Todd Michael Casazza President	5.64% $17.4M	378.5K shares	Q4 2021 Held for 3y 11m	$309.0M
Trinity Wealth Management, LLC RIA/Wealth	Robert James Wassel Managing Partner	5.05% $13.4M	291.6K shares	Q4 2020 Held for 4y 11m	$266.1M
Solano Wealth Investment Advisors LLC RIA/Wealth	Carlos Romero Mendoza CEO	4.87% $10.1M	219.1K shares	Q4 2024 Held for 11 months	$207.3M
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Lee Alan Duckworth CEO	4.80% $13.8M	299.4K shares	Q4 2021 Held for 3y 11m	$287.4M
WESCAP Management Group, Inc. RIA/Wealth	Joel Stephen Edstrom President	3.79% $18.0M	389.9K shares	Q1 2017 Held for 8y 8m	$473.9M
Eagle Strategies LLC RIA/Wealth	Gregory Harold Webster CEO	3.55% $26.5M	575.5K shares	Q2 2023 Held for 2y 5m	$747.3M

Hedge Fund Spotlight

Discover hedge funds investing in IHDG

Cardinal Point Capital Management, ULC

Hedge Fund • Value

Portfolio ManagerMichelle Lynn Yarwood

Portfolio Value: $1.4B
Positions: 267
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree International Hedged Quality Dividend Growth

Market Value: $429.8K
Shares Held: 9.2K
Portfolio Weight: 0.03%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Total Stock Market VTI	ETF ETF	$186.2M	12.94%
2 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$71.8M	4.99%
3 Apple AAPL	Consumer Electronics Technology	$70.6M	4.91%