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

23 hedge funds and large institutions have $36.1M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
5
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3D Asset Management
Connecticut
+$7.26M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.83M
3
BCI
Brinker Capital Investments
Pennsylvania
+$512K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$457K
5
AI
Atria Investments
North Carolina
+$218K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$303K
2
PAMG
Patton Albertson Miller Group
Tennessee
-$259K
3
Jane Street
Jane Street
New York
-$250K
4
MHS
M Holdings Securities
Oregon
-$133K
5
Morgan Stanley
Morgan Stanley
New York
-$53.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
1
3D Asset Management
Connecticut
$18.7M +$7.26M +292,516 +63%
BCI
2
Brinker Capital Investments
Pennsylvania
$5.68M +$512K +20,640 +10%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.83M +$4.83M +194,508 New
Bank of America
4
Bank of America
North Carolina
$2.32M -$303K -12,204 -12%
PAMG
5
Patton Albertson Miller Group
Tennessee
$842K -$259K -10,426 -24%
UBS Group
6
UBS Group
Switzerland
$771K +$771K +31,074 New
Morgan Stanley
7
Morgan Stanley
New York
$699K -$53.2K -2,142 -7%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$539K +$457K +18,404 +554%
LPL Financial
9
LPL Financial
California
$516K -$10.9K -438 -2%
AI
10
Atria Investments
North Carolina
$450K +$218K +8,794 +94%
Jane Street
11
Jane Street
New York
$241K -$250K -10,106 -51%
VKH
12
Virtu KCG Holdings
New York
$217K +$217K +8,740 New
CPIG
13
Chicago Partners Investment Group
Illinois
$71K +$71K +2,848 New
RCG
14
Ruggie Capital Group
Florida
$69K +$69K +2,780 New
Wells Fargo
15
Wells Fargo
California
$64K -$5.71K -232 -8%
NFG
16
Next Financial Group
Texas
$32K -$29.7K -1,200 -48%
TRCT
17
Tower Research Capital (TRC)
New York
$23K +$21.1K +842 +1,108%
OIA
18
Optimum Investment Advisors
Illinois
$7K – – –
Citigroup
19
Citigroup
New York
$6K – – –
AIG
20
American International Group
New York
$4.76K – – –
NPC
21
National Planning Corporation
California
$1.21K +$1.21K +50 New
BRWA
22
B. Riley Wealth Advisors
Florida
$74 +$74 +2,980 New
MHS
23
M Holdings Securities
Oregon
– -$133K -5,256 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
– -$50K -1,958 Closed
WA
25
WFG Advisors
Texas
– -$13K -530 Closed