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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 $439M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
48
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.14M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.38M
3
SWP
ShoreHaven Wealth Partners
New Jersey
+$2.32M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.27M
5
EH
Equitable Holdings
New York
+$2.02M

Top Sellers

1
CF
Cyr Financial
Illinois
-$4.81M
2
UBS Group
UBS Group
Switzerland
-$4.25M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.28M
4
PAG
Private Advisor Group
New Jersey
-$1.52M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
51
Element Wealth
Mississippi
$815K +$72.4K +2,013 +10%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$758K +$18.6K +516 +3%
TC
53
TownSquare Capital
Utah
$718K -$21.7K -602 -3%
AAS
54
Avantax Advisory Services
Texas
$644K +$252 +7 +0%
AQR Capital Management
55
AQR Capital Management
Connecticut
$637K +$107K +2,972 +20%
ATC
56
Argent Trust Co
Tennessee
$596K – – –
AAS
57
Ameritas Advisory Services
Nebraska
$591K -$550K -15,296 -48%
RA
58
Ruggaard & Associates
Ohio
$572K +$92.5K +2,570 +19%
GAM
59
Gotham Asset Management
New York
$535K – – –
Osaic Holdings
60
Osaic Holdings
Arizona
$528K -$73.8K -2,050 -12%
DWM
61
Drive Wealth Management
Utah
$517K +$7.39K +205 +1%
UAG
62
United Advisor Group
Ohio
$470K +$46.1K +1,282 +11%
SFG
63
Sowa Financial Group
Rhode Island
$470K +$470K +13,055 New
US Bancorp
64
US Bancorp
Minnesota
$411K +$252 +7 +0.1%
TCM
65
TD Capital Management
Tennessee
$407K +$22.6K +629 +6%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$393K +$56K +1,557 +17%
LSA
67
Lion Street Advisors
Texas
$384K -$60.9K -1,692 -14%
AAP
68
Arax Advisory Partners
Colorado
$378K +$378K +10,493 New
CWM
69
Cherrydale Wealth Management
New Jersey
$365K +$1.37K +38 +0.4%
RMAM
70
Raab & Moskowitz Asset Management
New Jersey
$360K -$4.97K -138 -1%
VF
71
Virtu Financial
New York
$272K -$69.1K -1,920 -20%
LFAS
72
Level Four Advisory Services
Texas
$251K -$9.64K -268 -4%
Comerica Bank
73
Comerica Bank
Texas
$251K +$80.8K +2,245 +47%
WP
74
WealthPLAN Partners
Nebraska
$250K -$35.4K -985 -12%
RWB
75
RMR Wealth Builders
New Jersey
$235K +$235K +6,544 New
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3
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