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WisdomTree Global ex-US Quality Dividend Growth Fund

97 hedge funds and large institutions have $515M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
32
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$4.11M +$981K +26,515 +31%
CAN
27
Cetera Advisor Networks
California
$4.01M +$192K +5,191 +5%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.91M -$555 -15 -0%
BCG
29
Breakwater Capital Group
New Jersey
$2.86M -$27.3K -759 -0.9%
IC
30
IEQ Capital
California
$2.84M
LFAS
31
Level Four Advisory Services
Texas
$2.64M -$141K -3,820 -5%
NW
32
NewEdge Wealth
Pennsylvania
$2.58M +$2.58M +69,876 New
CWM
33
Collaborative Wealth Management
Florida
$2.44M -$187K -5,057 -7%
IWM
34
IHT Wealth Management
Illinois
$2.16M +$63.1K +1,705 +3%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$2.04M +$168K +4,551 +9%
AAS
36
Ameritas Advisory Services
Nebraska
$2M -$1.47M -39,701 -42%
VPP
37
Vertex Planning Partners
Illinois
$1.95M -$728K -19,675 -27%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.79M +$666 +18 +0%
MCM
39
Mainstay Capital Management
Michigan
$1.79M -$652K -17,638 -27%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.57M -$55.7K -1,506 -3%
WDL
41
Well Done LLC
Michigan
$1.55M +$2.03K +55 +0.1%
RJA
42
Raymond James & Associates
Florida
$1.54M -$94.4K -2,553 -6%
OMC
43
Old Mission Capital
Illinois
$1.48M +$589K +15,922 +66%
Stifel Financial
44
Stifel Financial
Missouri
$1.45M -$730K -19,725 -33%
FSG
45
Financial Strategies Group
Michigan
$1.37M -$156K -4,296 -10%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.14M +$122K +3,306 +12%
TA
47
Tectonic Advisors
Texas
$1.13M +$3.18K +86 +0.3%
HWM
48
Howard Wealth Management
Connecticut
$973K -$63.1K -1,706 -6%
SWP
49
Stratos Wealth Partners
Ohio
$866K +$150K +4,058 +21%
AAS
50
Avantax Advisory Services
Texas
$856K -$4.48K -121 -0.5%