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

108 hedge funds and large institutions have $481M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
54
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
+$4.37M
2
LPL Financial
LPL Financial
California
+$4.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.85M
4
SWP
ShoreHaven Wealth Partners
New Jersey
+$2.81M
5
VPP
Vertex Planning Partners
Illinois
+$2.27M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$6.48M
2
UBS Group
UBS Group
Switzerland
-$4.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.26M
4
FTUS
Flow Traders U.S.
New York
-$3.96M
5
OMC
Old Mission Capital
Illinois
-$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$802K +$16.5K +422 +2%
AAS
52
Avantax Advisory Services
Texas
$715K +$16.7K +427 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$682K -$32.3K -826 -5%
EW
54
Element Wealth
Mississippi
$668K +$622K +15,921 +1,365%
ATC
55
Argent Trust Co
Tennessee
$647K – – –
DWM
56
Drive Wealth Management
Utah
$548K +$49.7K +1,271 +10%
GAM
57
Gotham Asset Management
New York
$540K -$1.52K -39 -0.3%
RA
58
Ruggaard & Associates
Ohio
$505K +$158K +4,031 +45%
SFS
59
Sowell Financial Services
Arkansas
$495K +$3.59K +92 +0.7%
LSA
60
Lion Street Advisors
Texas
$483K -$22.3K -570 -4%
KW
61
KWB Wealth
California
$476K – – –
UAG
62
United Advisor Group
Ohio
$448K +$247K +6,308 +122%
US Bancorp
63
US Bancorp
Minnesota
$446K – – –
BRWA
64
B. Riley Wealth Advisors
Florida
$414K -$39.9K -1,020 -9%
TCM
65
TD Capital Management
Tennessee
$413K +$12.3K +315 +3%
RMAM
66
Raab & Moskowitz Asset Management
New Jersey
$400K +$78 +2 +0%
CWM
67
Cherrydale Wealth Management
New Jersey
$393K +$2.85K +73 +0.7%
SPIA
68
Steward Partners Investment Advisory
New York
$393K +$120K +3,075 +44%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$366K -$4.26M -109,130 -92%
AI
70
Atria Investments
North Carolina
$352K +$352K +9,001 New
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$328K +$42.8K +1,059 +15%
Corient Private Wealth
72
Corient Private Wealth
Florida
$276K – – –
LFAS
73
Level Four Advisory Services
Texas
$264K -$2.57M -65,798 -91%
TC
74
TownSquare Capital
Utah
$248K +$3.95K +101 +2%
WP
75
WealthPLAN Partners
Nebraska
$238K +$11.4K +291 +5%
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3
4 5