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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 %
SMA
101
Sage Mountain Advisors
Georgia
$17.1K – – –
NA
102
NewEdge Advisors
Louisiana
$15.6K -$1.35M -34,386 -99%
NFA
103
Northwest Financial Advisors
Virginia
$11.5K +$11.5K +292 New
HIIFS
104
Harel Insurance Investments & Financial Services
Israel
$11K – – –
FFA
105
Farther Finance Advisors
California
$8.16K -$9.73K -247 -54%
AWM
106
Avior Wealth Management
Nebraska
$7.19K – – –
OIA
107
Optimum Investment Advisors
Illinois
$5.83K – – –
CFGS
108
Concourse Financial Group Securities
Alabama
$4.73K – – –
CFD
109
Creative Financial Designs
Indiana
$4.53K – – –
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +112 New
HI
111
Harbour Investments
Wisconsin
$2.32K – – –
CIAS
112
Capital Investment Advisory Services
North Carolina
$802 – – –
MCM
113
Mainstay Capital Management
Michigan
– -$1.56M -39,970 Closed
AI
114
Atria Investments
North Carolina
– -$352K -9,001 Closed
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
– -$328K -8,108 Closed
OFS
116
OneAscent Financial Services
Alabama
– -$226K -5,790 Closed
RIA
117
Realta Investment Advisors
Delaware
– -$59.2K -1,516 Closed
IAIM
118
International Assets Investment Management
Florida
– -$31.3K -800 Closed
TWC
119
TD Waterhouse Canada
Ontario, Canada
– -$195 -5 Closed
Citigroup
120
Citigroup
New York
– -$78 -2 Closed
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