DNL icon

WisdomTree Global ex-US Quality Dividend Growth Fund
DNL

Overview Fund Activity

77 hedge funds and large institutions have $273M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
38
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$3.28M
2
IC
IEQ Capital
California
+$3.2M
3
Wells Fargo
Wells Fargo
California
+$3.13M
4
Ameriprise
Ameriprise
Minnesota
+$2.41M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.52M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$25.4M
2
SPA
Sentinel Pension Advisors
Massachusetts
-$8.29M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.14M
4
MCM
Mainstay Capital Management
Michigan
-$3.22M
5
BRWA
B. Riley Wealth Advisors
Florida
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$1.44M -$25.4M -26,868 -95%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.22M +$943K +22,634 +336%
HWM
28
Howard Wealth Management
Connecticut
$1.16M +$60.7K +1,457 +6%
CAN
29
Cetera Advisor Networks
California
$1.14M +$646K +15,500 +130%
KFI
30
Key Financial Inc
Pennsylvania
$1.14M +$278K +6,560 +32%
TA
31
TFG Advisers
Michigan
$1.13M +$134K +3,207 +13%
PA
32
PFG Advisors
Arizona
$992K +$75.3K +1,807 +8%
HAS
33
HBW Advisory Services
California
$966K +$25.8K +619 +3%
BA
34
Bridge Advisory
California
$939K +$557K +13,362 +146%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$907K +$361K +8,662 +66%
IWC
36
Integrated Wealth Concepts
Massachusetts
$882K +$602K +14,436 +214%
SWP
37
Stratos Wealth Partners
Ohio
$803K +$29.3K +704 +4%
WP
38
WealthPLAN Partners
Nebraska
$729K -$9.03K -211 -1%
FI
39
Financial Insights
Washington
$700K +$700K +1,680 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$638K +$175K +4,195 +38%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$586K – – –
CA
42
Cetera Advisors
Colorado
$577K +$13.4K +321 +2%
COF
43
Capital One Financial
Virginia
$558K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$546K -$216K -5,187 -28%
US Bancorp
45
US Bancorp
Minnesota
$476K – – –
Citigroup
46
Citigroup
New York
$433K – – –
RMAM
47
Raab & Moskowitz Asset Management
New Jersey
$423K +$71.7K +1,720 +20%
SPC
48
Sigma Planning Corp
Michigan
$391K +$42 +1 +0%
AAS
49
Avantax Advisory Services
Texas
$363K +$363K +8,696 New
TCM
50
TD Capital Management
Tennessee
$340K +$12.5K +301 +4%
1
2
3 4