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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
+$7.29M
2
Jane Street
Jane Street
New York
+$3.65M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.53M
4
AAS
Ameritas Advisory Services
Nebraska
+$3.14M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.06M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.95M
2
Morgan Stanley
Morgan Stanley
New York
-$2.33M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.89M
4
HAS
HBW Advisory Services
California
-$1.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
101
Inspirion Wealth Advisors
Illinois
– -$210K -5,864 Closed
WP
102
WealthPLAN Partners
Nebraska
– -$112K -3,115 Closed
WAM
103
Worth Asset Management
Texas
– -$24.4K -680 Closed
FA
104
Fiduciary Alliance
South Carolina
– -$20K -559 Closed
1 2 3 4
5