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

112 hedge funds and large institutions have $473M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$6.11M
2
Bank of America
Bank of America
North Carolina
+$2.15M
3
LPL Financial
LPL Financial
California
+$1.57M
4
RJA
Raymond James & Associates
Florida
+$1.55M
5
FTUS
Flow Traders U.S.
New York
+$1.3M

Top Sellers

1
LFA
Legacy Financial Advisors
Kentucky
-$13.8M
2
Wells Fargo
Wells Fargo
California
-$6.43M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.99M
4
UBS Group
UBS Group
Switzerland
-$1.97M
5
KAS
Kestra Advisory Services
Texas
-$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$271K +$18.3K +489 +7%
SAG
77
SageView Advisory Group
California
$236K – – –
IWA
78
Inspirion Wealth Advisors
Illinois
$231K – – –
VCP
79
Verus Capital Partners
Arizona
$227K +$227K +5,760 New
JWCA
80
J.W. Cole Advisors
Florida
$218K +$867 +22 +0.4%
GWM
81
Geneos Wealth Management
Colorado
$212K -$13K -331 -6%
SIAS
82
Summit Investment Advisory Services
Minnesota
$207K +$207K +5,259 New
NRI
83
NFP Retirement Inc
California
$207K +$207K +5,255 New
CT
84
Colonial Trust
South Carolina
$195K +$195K +4,900 New
Comerica Bank
85
Comerica Bank
Texas
$186K -$1.54K -39 -0.8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$177K +$143K +3,637 +429%
AF
87
Advisornet Financial
Minnesota
$173K – – –
AF
88
Allworth Financial
California
$166K – – –
PS
89
Principal Securities
Iowa
$118K +$19.9K +505 +20%
FCA
90
FinTrust Capital Advisors
South Carolina
$99.5K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$99.5K +$99.5K +2,525 New
PTC
92
Private Trust Company
Ohio
$86.7K +$5.67K +144 +7%
FCT
93
First Community Trust
Iowa
$78.8K – – –
TAM
94
Tucker Asset Management
Colorado
$63.2K – – –
Jones Financial Companies
95
Jones Financial Companies
Missouri
$62.9K +$38.9K +975 +161%
IA
96
IFP Advisors
Florida
$59.1K – – –
CA
97
CoreCap Advisors
Michigan
$36.5K +$4.89K +124 +15%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$32.8K +$32.8K +940 New
S
99
SignatureFD
Georgia
$19.7K -$2.96K -75 -13%
FRA
100
Front Row Advisors
California
$17.3K – – –
1 2 3
4
5