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WisdomTree Global ex-US Quality Dividend Growth Fund

100 hedge funds and large institutions have $374M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

29% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 42

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$723K
AAS
52
Avantax Advisory Services
Texas
$722K
SFG
53
Sowa Financial Group
Rhode Island
$680K
ATC
54
Argent Trust Co
Tennessee
$667K
DWM
55
Drive Wealth Management
Utah
$583K
Creative Planning
56
Creative Planning
Kansas
$543K
UAG
57
United Advisor Group
Ohio
$474K
AAS
58
Ameritas Advisory Services
Nebraska
$465K
AQR Capital Management
59
AQR Capital Management
Connecticut
$462K
US Bancorp
60
US Bancorp
Minnesota
$460K
TCM
61
TD Capital Management
Tennessee
$457K
LSA
62
Lion Street Advisors
Texas
$422K
CWM
63
Cherrydale Wealth Management
New Jersey
$414K
RMAM
64
Raab & Moskowitz Asset Management
New Jersey
$387K
BRWA
65
B. Riley Wealth Advisors
Florida
$370K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$295K
Northern Trust
67
Northern Trust
Illinois
$262K
RWB
68
RMR Wealth Builders
New Jersey
$255K
GWM
69
Geneos Wealth Management
Colorado
$244K
RWP
70
Revolve Wealth Partners
New Jersey
$241K
LFAS
71
Level Four Advisory Services
Texas
$239K
PS
72
Principal Securities
Iowa
$239K
SAG
73
SageView Advisory Group
California
$238K
OFS
74
OneAscent Financial Services
Alabama
$232K
IWC
75
Integrated Wealth Concepts
Massachusetts
$229K