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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 %
Corient Private Wealth
76
Corient Private Wealth
Florida
$236K – – –
BA
77
Bridge Advisory
California
$222K -$43.7K -1,307 -16%
AF
78
Allworth Financial
California
$221K -$970 -29 -0.4%
GWP
79
Gateway Wealth Partners
Wisconsin
$220K +$13.7K +411 +7%
OL
80
Owen LaRue
Kentucky
$211K -$639K -19,099 -75%
Comerica Bank
81
Comerica Bank
Texas
$159K +$159K +4,742 New
AF
82
Advisornet Financial
Minnesota
$147K – – –
AWM
83
Avior Wealth Management
Nebraska
$137K +$4.71K +144 +4%
PTC
84
Private Trust Company
Ohio
$73.8K -$836 -25 -1%
FCT
85
First Community Trust
Iowa
$66.9K – – –
FCA
86
FinTrust Capital Advisors
South Carolina
$59K +$59K +1,763 New
IA
87
IFP Advisors
Florida
$50.2K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$45.6K +$45.6K +1,364 New
CAL
89
Capital Analysts LLC
Pennsylvania
$25K +$25K +762 New
WT
90
Washington Trust
Rhode Island
$19.7K – – –
FRA
91
Front Row Advisors
California
$14.7K – – –
HIIFS
92
Harel Insurance Investments & Financial Services
Israel
$10K – – –
CFD
93
Creative Financial Designs
Indiana
$5.75K – – –
OIA
94
Optimum Investment Advisors
Illinois
$4.95K – – –
CFGS
95
Concourse Financial Group Securities
Alabama
$4.01K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$3.18K -$73.8K -2,205 -96%
HI
97
Harbour Investments
Wisconsin
$1.97K – – –
CIAS
98
Capital Investment Advisory Services
North Carolina
$669 – – –
HAS
99
HBW Advisory Services
California
– -$1.07M -29,889 Closed
FTUS
100
Flow Traders U.S.
New York
– -$229K -6,395 Closed
1 2 3
4
5