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

77 hedge funds and large institutions have $273M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
38
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$3.28M
2
IC
IEQ Capital
California
+$3.2M
3
Wells Fargo
Wells Fargo
California
+$3.13M
4
Ameriprise
Ameriprise
Minnesota
+$2.41M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.52M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
-$25.4M
2
SPA
Sentinel Pension Advisors
Massachusetts
-$8.29M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.14M
4
MCM
Mainstay Capital Management
Michigan
-$3.22M
5
BRWA
B. Riley Wealth Advisors
Florida
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$324K -$2.34M -56,022 -88%
BDF
52
Balasa Dinverno & Foltz
$294K – – –
Prudential Financial
53
Prudential Financial
New Jersey
$282K +$45.8K +1,099 +19%
IFS
54
Ifrah Financial Services
Arkansas
$275K +$1.37K +33 +0.5%
IWA
55
Inspirion Wealth Advisors
Illinois
$244K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$14.8K +356 +7%
TAM
57
Townsend Asset Management
North Carolina
$223K -$33.1K -795 -13%
LF
58
Lantz Financial
Illinois
$215K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$211K +$211K +5,055 New
BTWM
60
Baker Tilly Wealth Management
Wisconsin
$211K +$211K +5,070 New
BAM
61
Belpointe Asset Management
Nevada
$100K +$100K +2,397 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$89K +$89K +2,106 New
EVM
63
Eaton Vance Management
Massachusetts
$84K – – –
SWM
64
Spire Wealth Management
Virginia
$65K – – –
IA
65
IFP Advisors
Florida
$53K +$49.5K +1,198 +1,426%
SPIA
66
Steward Partners Investment Advisory
New York
$42K -$25.2K -600 -38%
PA
67
Perennial Advisors
New York
$31K – – –
WT
68
Washington Trust
Rhode Island
$25K +$14.8K +350 +146%
FRA
69
Front Row Advisors
California
$18K +$5.32K +130 +42%
APA
70
American Portfolios Advisors
New York
$15K – – –
CAM
71
Costello Asset Management
Pennsylvania
$15K – – –
CFA
72
Carroll Financial Associates
North Carolina
$13K – – –
CFD
73
Creative Financial Designs
Indiana
$12K +$301 +7 +3%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$8K +$1.11K +25 +16%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$6K -$1.11K -28 -16%
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