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WisdomTree Global ex-US Quality Dividend Growth Fund
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Overview Fund Activity

41 hedge funds and large institutions have $59.6M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$7.38M
2
AWM
AE Wealth Management
Kansas
+$4.39M
3
SS
Simplicity Solutions
Minnesota
+$4.37M
4
MCM
Mainstay Capital Management
Michigan
+$3.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
-$324K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$60K
3
RJA
Raymond James & Associates
Florida
-$47.5K
4
ASN
Advisory Services Network
Georgia
-$28.8K
5
UBS Group
UBS Group
Switzerland
-$21.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
26
Lantz Financial
Illinois
$284K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$264K +$73.3K +2,228 +38%
CFA
28
Carroll Financial Associates
North Carolina
$201K +$22.8K +694 +13%
TAM
29
Townsend Asset Management
North Carolina
$201K +$201K +6,122 New
SBSB
30
Sullivan, Bruyette, Speros & Blaney
Virginia
$167K – – –
AG
31
Advisor Group
Arizona
$160K +$40.2K +1,220 +34%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$137K +$137K +4,172 New
HWM
33
Howard Wealth Management
Connecticut
$62K +$62K +1,900 New
JCM
34
Jacobi Capital Management
Pennsylvania
$37K +$199 +6 +0.5%
ACA
35
Aptus Capital Advisors
Alabama
$21K +$21K +650 New
IFWM
36
Institute for Wealth Management
Colorado
$13K +$13K +380 New
APA
37
American Portfolios Advisors
New York
$12.6K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$7K -$20.1K -620 -74%
OIA
39
Optimum Investment Advisors
Illinois
$5K – – –
ASN
40
Advisory Services Network
Georgia
$2K -$28.8K -748 -94%
RFM
41
Royal Fund Management
Florida
$1K – – –
1
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