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

95 hedge funds and large institutions have $257M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
35
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$20.4M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
KAS
3
Kestra Advisory Services
Texas
$7.62M
4
IAIM
4
International Assets Investment Management
Florida
$3.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
Jane Street
2
Jane Street
New York
$2.21M
3
Bank of America
3
Bank of America
North Carolina
$25M
4
FTUS
4
Flow Traders U.S.
New York
$1.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$622K +$253K +7,863 +69%
BCG
52
Breakwater Capital Group
New Jersey
$552K +$552K +17,135 New
TA
53
TFG Advisers
Michigan
$552K -$350K -10,853 -39%
CWM
54
Capital Wealth Management
Rhode Island
$508K +$508K +15,756 New
AF
55
Allworth Financial
California
$463K -$1.15M -35,713 -71%
TCM
56
TD Capital Management
Tennessee
$455K +$1.74K +54 +0.4%
EH
57
Equitable Holdings
New York
$449K +$46.4K +1,439 +12%
PAG
58
Private Advisor Group
New Jersey
$441K +$54K +62,227 +14%
LSA
59
Lion Street Advisors
Texas
$403K -$799 -19 -0.2%
SAG
60
SageView Advisory Group
California
$374K +$374K +11,609 New
US Bancorp
61
US Bancorp
Minnesota
$368K – – –
Citigroup
62
Citigroup
New York
$336K +$451 +14 +0.1%
CWM
63
Cherrydale Wealth Management
New Jersey
$314K +$1.23K +38 +0.4%
BAM
64
Belpointe Asset Management
Nevada
$308K +$308K +9,567 New
CA
65
Cetera Advisors
Colorado
$303K +$303K +9,399 New
FZCM
66
Flynn Zito Capital Management
New York
$301K +$301K +9,328 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$280K +$13K +406 +5%
GWM
68
Geneos Wealth Management
Colorado
$277K -$56.4K -1,749 -17%
AWM
69
Aspire Wealth Management
Massachusetts
$270K +$612 +19 +0.2%
FCM
70
Family Capital Management
Michigan
$251K +$251K +7,798 New
RWP
71
Revolve Wealth Partners
New Jersey
$250K +$250K +7,743 New
Creative Planning
72
Creative Planning
Kansas
$243K +$243K +7,530 New
RMAM
73
Raab & Moskowitz Asset Management
New Jersey
$242K -$103K -3,210 -30%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$237K +$235K +7,292 +10,128%
ACM
75
Advisors Capital Management
New Jersey
$236K +$236K +7,333 New
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