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

39 hedge funds and large institutions have $92.5M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
14
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFAS
Level Four Advisory Services
Texas
+$8.72M
2
Bank of America
Bank of America
North Carolina
+$7.01M
3
Morgan Stanley
Morgan Stanley
New York
+$6.16M
4
Ameriprise
Ameriprise
Minnesota
+$5.3M
5
ACWM
Adams Chetwood Wealth Management
North Carolina
+$1.89M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$920K
2
IAA
Independent Advisor Alliance
North Carolina
-$311K
3
Citadel Advisors
Citadel Advisors
Florida
-$258K
4
MNBTD
Moody National Bank Trust Division
Texas
-$229K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$85.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
PFG Advisors
Arizona
$230K +$230K +7,036 New
TAM
27
Townsend Asset Management
North Carolina
$193K +$189 +6 +0.1%
SFS
28
Sowell Financial Services
Arkansas
$132K +$132K +4,170 New
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$104K +3,294 New
Osaic Holdings
30
Osaic Holdings
Arizona
$101K -$41.3K -1,308 -29%
CFA
31
Carroll Financial Associates
North Carolina
$68K +$27.1K +864 +66%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$24K +$17.2K +538 +254%
CAN
33
Cetera Advisor Networks
California
$23K +$23K +724 New
PA
34
Perennial Advisors
New York
$13K +$13K +426 New
APA
35
American Portfolios Advisors
New York
$11.4K – – –
FRA
36
Front Row Advisors
California
$6K +$6K +190 New
OIA
37
Optimum Investment Advisors
Illinois
$5K – – –
AWM
38
Apollon Wealth Management
South Carolina
$2K +$2K +62 New
DI
39
Disciplined Investments
Oklahoma
$1K +$1K +40 New
FTUS
40
Flow Traders U.S.
New York
– -$920K -34,824 Closed
IAA
41
Independent Advisor Alliance
North Carolina
– -$311K -11,780 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$258K -9,744 Closed
MNBTD
43
Moody National Bank Trust Division
Texas
– -$229K -8,658 Closed
RFM
44
Royal Fund Management
Florida
– -$1K -60 Closed
ASN
45
Advisory Services Network
Georgia
– -$1K -52 Closed
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