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

108 hedge funds and large institutions have $481M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
54
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
+$4.37M
2
LPL Financial
LPL Financial
California
+$4.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.85M
4
SWP
ShoreHaven Wealth Partners
New Jersey
+$2.81M
5
VPP
Vertex Planning Partners
Illinois
+$2.27M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$6.48M
2
UBS Group
UBS Group
Switzerland
-$4.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.26M
4
FTUS
Flow Traders U.S.
New York
-$3.96M
5
OMC
Old Mission Capital
Illinois
-$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.63M +$134K +3,423 +4%
CPWA
27
Cerro Pacific Wealth Advisors
California
$3.44M +$3.44M +87,927 New
IF
28
Integrity Financial
Wyoming
$3.32M +$1.27M +32,521 +62%
BCG
29
Breakwater Capital Group
New Jersey
$3.19M +$93.6K +2,395 +3%
IC
30
IEQ Capital
California
$3M – – –
Jane Street
31
Jane Street
New York
$2.91M -$1.5M -38,414 -34%
NW
32
NewEdge Wealth
Pennsylvania
$2.84M +$107K +2,745 +4%
Stifel Financial
33
Stifel Financial
Missouri
$2.64M +$1.14M +29,055 +76%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$2.52M -$127K -3,241 -5%
IWM
35
IHT Wealth Management
Illinois
$2.5M +$196K +5,007 +9%
CWM
36
Collaborative Wealth Management
Florida
$2.23M -$203K -5,194 -8%
AAS
37
Ameritas Advisory Services
Nebraska
$2.18M -$1.6M -40,957 -42%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.86M -$19.9K -508 -1%
WDL
39
Well Done LLC
Michigan
$1.71M +$104K +2,661 +6%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.66M +$102K +2,616 +7%
MCM
41
Mainstay Capital Management
Michigan
$1.56M -$56.6K -1,448 -3%
FSG
42
Financial Strategies Group
Michigan
$1.52M +$3.79K +95 +0.3%
RJA
43
Raymond James & Associates
Florida
$1.44M +$34.9K +893 +2%
NA
44
NewEdge Advisors
Louisiana
$1.36M +$1.31M +33,644 +2,954%
IWC
45
Integrated Wealth Concepts
Massachusetts
$1.21M +$68K +1,739 +6%
TA
46
Tectonic Advisors
Texas
$1.21M +$8.72K +223 +0.7%
HWM
47
Howard Wealth Management
Connecticut
$1.04M +$4.34K +111 +0.4%
SWP
48
Stratos Wealth Partners
Ohio
$900K -$96.3K -2,463 -10%
TA
49
TFG Advisers
Michigan
$886K +$82.1K +2,100 +10%
WIM
50
WealthPlan Investment Management
Nebraska
$873K +$36K +922 +4%
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