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

91 hedge funds and large institutions have $387M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
45
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.3M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Wells Fargo
Wells Fargo
California
+$13.8M
4
3F
360 Financial
Minnesota
+$13M
5
UBS Group
UBS Group
Switzerland
+$9.72M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.81M
2
IAIM
International Assets Investment Management
Florida
-$3.03M
3
Jane Street
Jane Street
New York
-$2.21M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.51M
5
BRWA
B. Riley Wealth Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.76M -$54.5K -1,537 -2%
LFAS
27
Level Four Advisory Services
Texas
$2.75M -$435K -12,261 -14%
IC
28
IEQ Capital
California
$2.73M – – –
MCM
29
Mainstay Capital Management
Michigan
$2.67M +$52.8K +1,488 +2%
VPP
30
Vertex Planning Partners
Illinois
$2.64M +$1.07M +30,028 +67%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$2.11M +$35 +1 +0%
CWM
32
Collaborative Wealth Management
Florida
$2.11M +$288K +8,126 +16%
FRA
33
FFG Retirement Advisors
Colorado
$2.1M -$161K -4,547 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.8M +$1.8M +50,637 New
CPWA
35
Cerro Pacific Wealth Advisors
California
$1.74M -$83.4K -2,350 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.71M -$32.5K -916 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.71M +$5.5K +155 +0.3%
Stifel Financial
38
Stifel Financial
Missouri
$1.63M +$1.63M +45,887 New
RWA
39
Rooted Wealth Advisors
Illinois
$1.6M +$36.1K +1,003 +2%
BRWA
40
B. Riley Wealth Advisors
Florida
$1.54M -$1.28M -35,994 -45%
WDL
41
Well Done LLC
Michigan
$1.48M +$35.8K +1,008 +2%
HWM
42
Howard Wealth Management
Connecticut
$1.1M -$56.7K -1,599 -5%
FTUS
43
Flow Traders U.S.
New York
$1.09M -$25.7K -725 -2%
TA
44
Tectonic Advisors
Texas
$1.07M +$4.82K +136 +0.5%
RJA
45
Raymond James & Associates
Florida
$1.04M +$162K +4,560 +19%
HAS
46
HBW Advisory Services
California
$1M +$43.2K +1,218 +5%
BCG
47
Breakwater Capital Group
New Jersey
$978K +$370K +10,436 +61%
AAS
48
Avantax Advisory Services
Texas
$875K -$62.1K -1,752 -7%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$736K -$1.51M -42,642 -67%
Osaic Holdings
50
Osaic Holdings
Arizona
$712K +$26.4K +743 +4%
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