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

95 hedge funds and large institutions have $257M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
35
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$20.4M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
KAS
3
Kestra Advisory Services
Texas
$7.62M
4
IAIM
4
International Assets Investment Management
Florida
$3.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
Jane Street
2
Jane Street
New York
$2.21M
3
Bank of America
3
Bank of America
North Carolina
$25M
4
FTUS
4
Flow Traders U.S.
New York
$1.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
76
Summit Investment Advisory Services
Minnesota
$222K +$222K +6,883 New
IWC
77
Integrated Wealth Concepts
Massachusetts
$219K +$219K +6,782 New
GWP
78
Gateway Wealth Partners
Wisconsin
$210K +$210K +6,512 New
AF
79
Advisornet Financial
Minnesota
$142K – – –
CA
80
CoreCap Advisors
Michigan
$93.1K +$93.1K +2,888 New
FCT
81
First Community Trust
Iowa
$64K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$45.1K – – –
PTC
83
Private Trust Company
Ohio
$23K +$1.31K +41 +6%
WAM
84
Worth Asset Management
Texas
$21.9K -$8.06K -250 -27%
WT
85
Washington Trust
Rhode Island
$19K – – –
FA
86
Fiduciary Alliance
South Carolina
$18K +$18K +559 New
FRA
87
Front Row Advisors
California
$14K – – –
CFD
88
Creative Financial Designs
Indiana
$6.83K – – –
USCWA
89
U.S. Capital Wealth Advisors
Texas
$6.45K +$6.45K +200 New
IA
90
IFP Advisors
Florida
$5K -$10.5K -176 -68%
OIA
91
Optimum Investment Advisors
Illinois
$4.77K – – –
CFGS
92
Concourse Financial Group Securities
Alabama
$3.87K – – –
HI
93
Harbour Investments
Wisconsin
$1.9K +$1.9K +59 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$419 +$387 +12 +1,200%
AWM
95
Avior Wealth Management
Nebraska
$100 – – –
Citadel Advisors
96
Citadel Advisors
Florida
– -$1.37M -49,671 Closed
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
– -$1.21M -44,175 Closed
TAM
98
Townsend Asset Management
North Carolina
– -$149K -5,426 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– -$67 -2,106 Closed
HI
100
Hoey Investments
Pennsylvania
– -$21K -770 Closed
1 2 3
4
5