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

79 hedge funds and large institutions have $273M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
39
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.04M
2
BRWA
B. Riley Wealth Advisors
Florida
+$3.23M
3
LPL Financial
LPL Financial
California
+$2.32M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.16M
5
MCM
Mainstay Capital Management
Michigan
+$1.77M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$6.93M
2
OMC
Old Mission Capital
Illinois
-$2.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.55M
4
FI
Financial Insights
Washington
-$700K
5
FTUS
Flow Traders U.S.
New York
-$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$408K -$212K -5,230 -34%
LSA
52
Lion Street Advisors
Texas
$387K +$387K +9,570 New
PCIG
53
Partners Capital Investment Group
Massachusetts
$384K +$384K +9,500 New
AAS
54
Avantax Advisory Services
Texas
$351K +$202 +5 +0.1%
BDF
55
Balasa Dinverno & Foltz
$286K – – –
IFS
56
Ifrah Financial Services
Arkansas
$270K +$3.11K +77 +1%
IWA
57
Inspirion Wealth Advisors
Illinois
$237K – – –
TAM
58
Townsend Asset Management
North Carolina
$217K +$323 +8 +0.1%
LF
59
Lantz Financial
Illinois
$209K – – –
BTWM
60
Baker Tilly Wealth Management
Wisconsin
$206K +$1.21K +30 +0.6%
TCWM
61
Total Clarity Wealth Management
Illinois
$160K +$160K +3,950 New
HNB
62
Huntington National Bank
Ohio
$106K +$106K +2,614 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$89K – – –
SWM
64
Spire Wealth Management
Virginia
$63K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$57K +$16.3K +400 +40%
AC
66
AlphaCore Capital
California
$57K +$57K +1,411 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$41K +$34.9K +869 +572%
APA
68
American Portfolios Advisors
New York
$36.3K +$21.8K +538 +149%
IA
69
IFP Advisors
Florida
$31K -$21.2K -520 -41%
WT
70
Washington Trust
Rhode Island
$24K – – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$24K +$16.7K +412 +228%
CFA
72
Carroll Financial Associates
North Carolina
$20K +$7.19K +184 +56%
FRA
73
Front Row Advisors
California
$18K – – –
OIA
74
Optimum Investment Advisors
Illinois
$6K – – –
GI
75
Gradient Investments
Minnesota
$4K +$4K +98 New
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