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

30 hedge funds and large institutions have $34M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$1.67M
2
FTUS
Flow Traders U.S.
New York
+$1.48M
3
SWP
Stratos Wealth Partners
Ohio
+$442K
4
MNBTD
Moody National Bank Trust Division
Texas
+$225K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.98M
2
COI
Capital One Investing
Virginia
-$429K
3
Goldman Sachs
Goldman Sachs
New York
-$410K
4
Bank of America
Bank of America
North Carolina
-$171K
5
Morgan Stanley
Morgan Stanley
New York
-$62.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8M -$171K -5,936 -2%
TC
2
Trilogy Capital
California
$5.27M +$1.67M +57,528 +46%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
Wells Fargo
4
Wells Fargo
California
$3.19M -$13.2K -460 -0.4%
UBS Group
5
UBS Group
Switzerland
$3.09M +$26.5K +922 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$2.34M -$62.5K -2,174 -3%
FTUS
7
Flow Traders U.S.
New York
$1.48M +$1.48M +51,552 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$973K -$10.3K -358 -1%
Jane Street
9
Jane Street
New York
$816K -$3.98M -138,154 -83%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$674K +$52K +1,808 +8%
3AM
11
3D Asset Management
Connecticut
$560K -$28.8K -1,000 -5%
Ameriprise
12
Ameriprise
Minnesota
$551K -$52.4K -1,822 -9%
AWM
13
Apollon Wealth Management
South Carolina
$458K -$6.62K -230 -1%
SWP
14
Stratos Wealth Partners
Ohio
$442K +$442K +15,364 New
RJA
15
Raymond James & Associates
Florida
$395K +$12.2K +426 +3%
WDL
16
Well Done LLC
Michigan
$354K +$40.2K +1,400 +13%
PAG
17
Private Advisor Group
New Jersey
$273K -$25K -870 -8%
LF
18
Lantz Financial
Illinois
$252K – – –
MNBTD
19
Moody National Bank Trust Division
Texas
$232K +$225K +7,832 +3,036%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$146K +$14.1K +492 +11%
AG
21
Advisor Group
Arizona
$124K +$11.6K +402 +10%
CFA
22
Carroll Financial Associates
North Carolina
$70K +$6.72K +234 +11%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$55K -$40K -1,400 -42%
JCM
24
Jacobi Capital Management
Pennsylvania
$32K +$290 +10 +0.9%
ASN
25
Advisory Services Network
Georgia
$23K – – –
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