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

30 hedge funds and large institutions have $49.2M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-11
Holders Change %
-26.83%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
2
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.8M
3
Wells Fargo
Wells Fargo
California
+$2.74M
4
Bank of America
Bank of America
North Carolina
+$1.78M
5
FTUS
Flow Traders U.S.
New York
+$920K

Top Sellers

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
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$9.52K -$581 -22 -6%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$6K +$6K +212 New
OIA
28
Optimum Investment Advisors
Illinois
$4K – – –
ASN
29
Advisory Services Network
Georgia
$1K – – –
RFM
30
Royal Fund Management
Florida
$1K – – –
TC
31
Trilogy Capital
California
– -$7.38M -225,170 Closed
AWM
32
AE Wealth Management
Kansas
– -$4.39M -133,430 Closed
SS
33
Simplicity Solutions
Minnesota
– -$4.37M -132,770 Closed
MCM
34
Mainstay Capital Management
Michigan
– -$3.96M -120,208 Closed
RJFSA
35
Raymond James Financial Services Advisors
Florida
– -$1.02M -31,108 Closed
3AM
36
3D Asset Management
Connecticut
– -$615K -18,694 Closed
AWM
37
Apollon Wealth Management
South Carolina
– -$522K -15,586 Closed
RJA
38
Raymond James & Associates
Florida
– -$407K -12,362 Closed
LF
39
Lantz Financial
Illinois
– -$284K -8,620 Closed
SBSB
40
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$167K -5,086 Closed
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
– -$137K -4,172 Closed
HWM
42
Howard Wealth Management
Connecticut
– -$62K -1,900 Closed
JCM
43
Jacobi Capital Management
Pennsylvania
– -$37K -1,116 Closed
ACA
44
Aptus Capital Advisors
Alabama
– -$21K -650 Closed
IFWM
45
Institute for Wealth Management
Colorado
– -$13K -380 Closed
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