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

98 hedge funds and large institutions have $433M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
42
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$27.3M
2
Jane Street
Jane Street
New York
$3.65M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
4
AAS
Ameritas Advisory Services
Nebraska
$3.14M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$19.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$38M
2
Morgan Stanley
Morgan Stanley
New York
$41.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.99M
4
HAS
HBW Advisory Services
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$778K -$28.2K -843 -3%
WIM
52
WealthPlan Investment Management
Nebraska
$693K +$409K +12,215 +144%
SWP
53
Stratos Wealth Partners
Ohio
$648K +$120K +3,583 +23%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$644K +$27.8K +831 +5%
TA
55
TFG Advisers
Michigan
$632K +$34K +1,015 +6%
ATC
56
Argent Trust Co
Tennessee
$554K – – –
TCM
57
TD Capital Management
Tennessee
$498K +$97.3K +2,908 +24%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$471K -$69.1K -2,065 -13%
Osaic Holdings
59
Osaic Holdings
Arizona
$435K -$223K -6,656 -34%
LSA
60
Lion Street Advisors
Texas
$432K +$9.3K +278 +2%
CA
61
Cetera Advisors
Colorado
$406K +$54.5K +1,629 +15%
BRWA
62
B. Riley Wealth Advisors
Florida
$388K -$734K -21,942 -65%
WA
63
Win Advisors
Florida
$382K +$382K +11,427 New
US Bancorp
64
US Bancorp
Minnesota
$382K – – –
DWM
65
Drive Wealth Management
Utah
$369K -$20.7K -618 -5%
Citigroup
66
Citigroup
New York
$366K +$17.7K +530 +5%
RMAM
67
Raab & Moskowitz Asset Management
New Jersey
$343K +$18.4K +550 +6%
GWM
68
Geneos Wealth Management
Colorado
$337K -$13.3K -399 -4%
CWM
69
Cherrydale Wealth Management
New Jersey
$332K +$1.14K +34 +0.3%
CA
70
Claro Advisors
Massachusetts
$310K +$4.45K +133 +1%
MWM
71
Maripau Wealth Management
Indiana
$296K +$39.1K +1,169 +15%
WPW
72
Watershed Private Wealth
Illinois
$279K – – –
RWP
73
Revolve Wealth Partners
New Jersey
$274K +$4.85K +145 +2%
RA
74
Ruggaard & Associates
Ohio
$266K +$53.2K +1,591 +25%
SPIA
75
Steward Partners Investment Advisory
New York
$254K +$26.8K +800 +12%
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