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WisdomTree Global ex-US Quality Dividend Growth Fund

108 hedge funds and large institutions have $439M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
48
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
101
Harel Insurance Investments & Financial Services
Israel
$10K
FFA
102
Farther Finance Advisors
California
$7.45K
T
103
Transce3nd
Texas
$5.4K +$5.4K +150 New
OIA
104
Optimum Investment Advisors
Illinois
$5.33K
CFGS
105
Concourse Financial Group Securities
Alabama
$4.45K
HI
106
Harbour Investments
Wisconsin
$4.35K +$2.23K +62 +105%
CFD
107
Creative Financial Designs
Indiana
$4.14K
CIAS
108
Capital Investment Advisory Services
North Carolina
$736
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
-$2.28M -57,970 Closed
KW
110
KWB Wealth
California
-$516K -13,198 Closed
SFS
111
Sowell Financial Services
Arkansas
-$501K -12,722 Closed
BRWA
112
B. Riley Wealth Advisors
Florida
-$419K -10,722 Closed
Corient Private Wealth
113
Corient Private Wealth
Florida
-$286K -7,264 Closed
JWCA
114
J.W. Cole Advisors
Florida
-$218K -5,544 Closed
SIAS
115
Summit Investment Advisory Services
Minnesota
-$207K -5,259 Closed
NRI
116
NFP Retirement Inc
California
-$207K -5,255 Closed
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
-$99.5K -2,525 Closed
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
-$32.8K -940 Closed
NFA
119
Northwest Financial Advisors
Virginia
-$11.5K -292 Closed
HGERS
120
Householder Group Estate & Retirement Specialist
Arizona
-$4K -112 Closed