DNL icon

WisdomTree Global ex-US Quality Dividend Growth Fund
DNL

Overview Fund Activity

73 hedge funds and large institutions have $245M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
37
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$29.7M
2
SPA
Sentinel Pension Advisors
Massachusetts
+$5.84M
3
Bank of America
Bank of America
North Carolina
+$4.21M
4
KAS
Kestra Advisory Services
Texas
+$4.07M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.48M

Top Sellers

1
T
TRUADVICE
Florida
-$1.2M
2
LFF
Level Four Financial
Texas
-$1.08M
3
Jane Street
Jane Street
New York
-$539K
4
MCC
Money Concepts Capital
Florida
-$422K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$391K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
51
Ifrah Financial Services
Arkansas
$255K -$304K -7,830 -54%
TAM
52
Townsend Asset Management
North Carolina
$239K +$233 +6 +0.1%
IWA
53
Inspirion Wealth Advisors
Illinois
$228K – – –
Prudential Financial
54
Prudential Financial
New Jersey
$220K +$220K +5,668 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$210K -$12.7K -326 -6%
LF
56
Lantz Financial
Illinois
$200K -$12K -308 -6%
TCWM
57
Total Clarity Wealth Management
Illinois
$147K +$147K +3,800 New
EVM
58
Eaton Vance Management
Massachusetts
$78K +$78K +2,016 New
SPIA
59
Steward Partners Investment Advisory
New York
$62.1K +$62.1K +1,600 New
SWM
60
Spire Wealth Management
Virginia
$60K +$60K +1,552 New
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$43K +$43K +1,106 New
PA
62
Perennial Advisors
New York
$29K +$10.9K +280 +60%
CAM
63
Costello Asset Management
Pennsylvania
$14K +$8.03K +202 +135%
APA
64
American Portfolios Advisors
New York
$14K – – –
CFA
65
Carroll Financial Associates
North Carolina
$12K -$76.6K -2,094 -86%
FRA
66
Front Row Advisors
California
$12K +$4.65K +120 +63%
CFD
67
Creative Financial Designs
Indiana
$11K +$162 +4 +1%
WT
68
Washington Trust
Rhode Island
$9K +$9K +240 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$7K +$7K +180 New
OIA
70
Optimum Investment Advisors
Illinois
$6K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$6K +$3K +78 +100%
IA
72
IFP Advisors
Florida
$3K +$2.64K +74 +740%
MA
73
Montag & Associates
Georgia
$1K +$1K +30 New
T
74
TRUADVICE
Florida
– -$1.2M -30,900 Closed
LFF
75
Level Four Financial
Texas
– -$1.08M -28,490 Closed
1 2
3
4