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

97 hedge funds and large institutions have $515M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
32
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$46.7M
2
Jane Street
Jane Street
New York
+$6.07M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.62M
4
Wells Fargo
Wells Fargo
California
+$4.14M
5
NW
NewEdge Wealth
Pennsylvania
+$2.58M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.98M
2
EH
Equitable Holdings
New York
-$4.67M
3
Bank of America
Bank of America
North Carolina
-$2.53M
4
SL
Systelligence LLC
Minnesota
-$2.37M
5
FRA
FFG Retirement Advisors
Colorado
-$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$175K -$259 -7 -0.1%
AF
77
Advisornet Financial
Minnesota
$163K – – –
AF
78
Allworth Financial
California
$158K -$85.9K -2,322 -35%
FCA
79
FinTrust Capital Advisors
South Carolina
$92.8K +$27.6K +746 +42%
PTC
80
Private Trust Company
Ohio
$74.6K -$6.99K -189 -9%
FCT
81
First Community Trust
Iowa
$74K – – –
PS
82
Principal Securities
Iowa
$61.4K +$61.4K +1,659 New
IA
83
IFP Advisors
Florida
$55.5K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$40.1K +$36.6K +989 +1,041%
EW
85
Element Wealth
Mississippi
$25.5K +$25.5K +689 New
Citigroup
86
Citigroup
New York
$19.8K -$385K -10,398 -95%
FRA
87
Front Row Advisors
California
$16.3K – – –
NA
88
NewEdge Advisors
Louisiana
$15.7K +$15.7K +425 New
WT
89
Washington Trust
Rhode Island
$12.9K -$8.88K -240 -41%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$11K – – –
NFA
91
Northwest Financial Advisors
Virginia
$10.8K +$10.8K +292 New
OIA
92
Optimum Investment Advisors
Illinois
$5.48K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$4.44K – – –
CFD
94
Creative Financial Designs
Indiana
$4.25K -$2.11K -57 -33%
HI
95
Harbour Investments
Wisconsin
$2.18K – – –
CIAS
96
Capital Investment Advisory Services
North Carolina
$742 – – –
AWM
97
Avior Wealth Management
Nebraska
$100 -$4.11K -4,105 -98%
FRA
98
FFG Retirement Advisors
Colorado
– -$1.96M -58,666 Closed
AI
99
Atria Investments
North Carolina
– -$1.02M -30,494 Closed
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
– -$471K -14,084 Closed
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