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

98 hedge funds and large institutions have $433M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
42
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$27.3M
2
Jane Street
Jane Street
New York
$3.65M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
4
AAS
Ameritas Advisory Services
Nebraska
$3.14M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$19.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$38M
2
Morgan Stanley
Morgan Stanley
New York
$41.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.99M
4
HAS
HBW Advisory Services
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$3.45M +$218K +6,519 +7%
AAS
27
Ameritas Advisory Services
Nebraska
$3.14M +$3.14M +93,815 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.83M +$263K +7,857 +10%
SPA
29
Sentinel Pension Advisors
Massachusetts
$2.63M -$100K -2,995 -4%
BCG
30
Breakwater Capital Group
New Jersey
$2.61M +$1.44M +44,092 +122%
IC
31
IEQ Capital
California
$2.57M – – –
LFAS
32
Level Four Advisory Services
Texas
$2.51M +$33.9K +1,012 +1%
VPP
33
Vertex Planning Partners
Illinois
$2.42M -$432K -12,929 -15%
CWM
34
Collaborative Wealth Management
Florida
$2.37M +$115K +3,426 +5%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$2.27M +$25.1K +751 +1%
MCM
36
Mainstay Capital Management
Michigan
$2.2M -$155K -4,648 -7%
Stifel Financial
37
Stifel Financial
Missouri
$1.97M +$14.9K +446 +0.8%
FRA
38
FFG Retirement Advisors
Colorado
$1.96M -$17.1K -511 -0.9%
IWM
39
IHT Wealth Management
Illinois
$1.89M +$556K +16,630 +42%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$1.69M +$1.69M +50,610 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.62M -$43K -1,286 -3%
RJA
42
Raymond James & Associates
Florida
$1.48M -$27.9K -834 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.47M -$23.7K -711 -2%
FSG
44
Financial Strategies Group
Michigan
$1.41M +$1.41M +41,974 New
WDL
45
Well Done LLC
Michigan
$1.4M +$2.24K +67 +0.2%
AI
46
Atria Investments
North Carolina
$1.02M +$67.4K +2,014 +7%
TA
47
Tectonic Advisors
Texas
$1.02M +$3.45K +103 +0.3%
HWM
48
Howard Wealth Management
Connecticut
$937K -$16.2K -485 -2%
IWC
49
Integrated Wealth Concepts
Massachusetts
$922K +$38.2K +1,143 +4%
OMC
50
Old Mission Capital
Illinois
$806K +$344K +10,275 +74%
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