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

87 hedge funds and large institutions have $325M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
14
Increased
27
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$21.9M
2
LPL Financial
LPL Financial
California
$11.5M
3
C
CEDRUS
Colorado
$2.87M
4
KFI
Key Financial Inc
Pennsylvania
$6.57M
5
PAG
Private Advisor Group
New Jersey
$13.8M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$1.37M
2
Morgan Stanley
Morgan Stanley
New York
$89.1M
3
SWP
ShoreHaven Wealth Partners
New Jersey
$4.13M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.68M
5
Ameriprise
Ameriprise
Minnesota
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$2.31M +$283K +8,918 +14%
SPA
27
Sentinel Pension Advisors
Massachusetts
$2.28M -$18.3K -577 -0.8%
CAN
28
Cetera Advisor Networks
California
$2.19M +$205K +6,481 +10%
AF
29
Allworth Financial
California
$2.07M +$2.07M +65,281 New
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.67M +$96.5K +3,046 +6%
Citadel Advisors
31
Citadel Advisors
Florida
$1.67M -$53.5K -1,688 -3%
WDL
32
Well Done LLC
Michigan
$1.58M -$43.1K -1,360 -3%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.53M +$1.02M +32,051 +198%
KW
34
KWB Wealth
California
$1.51M +$1.51M +47,651 New
JCA
35
January Capital Advisors
California
$1.46M – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$1.37M -$5.98M -188,660 -81%
BA
37
Bridge Advisory
California
$1.28M -$288K -9,471 -18%
CWM
38
Collaborative Wealth Management
Florida
$1.09M +$1.09M +34,432 New
HWM
39
Howard Wealth Management
Connecticut
$1.04M +$4.09K +129 +0.4%
RJA
40
Raymond James & Associates
Florida
$986K -$130K -4,097 -12%
TA
41
TFG Advisers
Michigan
$982K -$7.86K -248 -0.8%
TA
42
Tectonic Advisors
Texas
$951K +$951K +30,000 New
TC
43
Titleist Capital
Texas
$945K +$945K +29,827 New
HAS
44
HBW Advisory Services
California
$780K +$30.2K +953 +4%
SWP
45
Stratos Wealth Partners
Ohio
$741K -$64.8K -2,045 -8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$708K +$118K +3,718 +20%
AAS
47
Avantax Advisory Services
Texas
$469K +$220K +6,936 +88%
NEPWA
48
New England Private Wealth Advisors
Massachusetts
$465K – – –
TCM
49
TD Capital Management
Tennessee
$439K +$20.6K +650 +5%
AWM
50
Aspire Wealth Management
Massachusetts
$404K -$36.5K -1,154 -8%
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