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

91 hedge funds and large institutions have $387M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
45
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.3M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Wells Fargo
Wells Fargo
California
+$13.8M
4
3F
360 Financial
Minnesota
+$13M
5
UBS Group
UBS Group
Switzerland
+$9.72M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.81M
2
IAIM
International Assets Investment Management
Florida
-$3.03M
3
Jane Street
Jane Street
New York
-$2.21M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.51M
5
BRWA
B. Riley Wealth Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
51
WealthPlan Investment Management
Nebraska
$669K -$106K -2,995 -14%
TA
52
TFG Advisers
Michigan
$613K +$4.93K +139 +0.8%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$532K -$232K -6,534 -30%
TCM
54
TD Capital Management
Tennessee
$492K -$8.44K -238 -2%
LSA
55
Lion Street Advisors
Texas
$457K +$118K +3,314 +35%
SPIA
56
Steward Partners Investment Advisory
New York
$414K +$364K +10,275 +734%
US Bancorp
57
US Bancorp
Minnesota
$405K – – –
Citigroup
58
Citigroup
New York
$370K -$461 -13 -0.1%
SWP
59
Stratos Wealth Partners
Ohio
$367K -$368K -10,362 -50%
CA
60
Cetera Advisors
Colorado
$361K +$27.7K +780 +8%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$352K +$43.6K +1,233 +14%
CWM
62
Cherrydale Wealth Management
New Jersey
$348K +$1.56K +44 +0.5%
DWM
63
Drive Wealth Management
Utah
$336K +$336K +9,475 New
RMAM
64
Raab & Moskowitz Asset Management
New Jersey
$328K +$62.1K +1,750 +23%
CA
65
Claro Advisors
Massachusetts
$301K +$301K +8,490 New
BA
66
Bridge Advisory
California
$281K -$1.16M -32,667 -80%
RWP
67
Revolve Wealth Partners
New Jersey
$277K +$2.52K +71 +0.9%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$266K +$266K +7,496 New
AF
69
Allworth Financial
California
$264K -$246K -6,942 -48%
IWC
70
Integrated Wealth Concepts
Massachusetts
$255K +$14.8K +417 +6%
GWM
71
Geneos Wealth Management
Colorado
$250K -$54.8K -1,546 -18%
GWP
72
Gateway Wealth Partners
Wisconsin
$231K – – –
IWA
73
Inspirion Wealth Advisors
Illinois
$208K +$208K +5,864 New
WP
74
WealthPLAN Partners
Nebraska
$190K -$588K -16,590 -76%
AF
75
Advisornet Financial
Minnesota
$156K – – –
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3
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