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

31 hedge funds and large institutions have $29.9M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$905K
2
COI
Capital One Investing
Virginia
+$446K
3
IAA
Independent Advisor Alliance
North Carolina
+$366K
4
LPL Financial
LPL Financial
California
+$236K
5
Bank of America
Bank of America
North Carolina
+$157K

Top Sellers

1
TC
Trilogy Capital
California
-$5.27M
2
FTUS
Flow Traders U.S.
New York
-$1.48M
3
Morgan Stanley
Morgan Stanley
New York
-$327K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$185K
5
Wells Fargo
Wells Fargo
California
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.25M +$157K +5,394 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
Wells Fargo
3
Wells Fargo
California
$3.1M -$133K -4,580 -4%
UBS Group
4
UBS Group
Switzerland
$3.06M -$65.4K -2,248 -2%
Morgan Stanley
5
Morgan Stanley
New York
$2.04M -$327K -11,218 -14%
Jane Street
6
Jane Street
New York
$1.73M +$905K +31,084 +110%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$959K -$25.6K -880 -3%
BRWM
8
B. Riley Wealth Management
Tennessee
$916K – – –
3AM
9
3D Asset Management
Connecticut
$557K -$9.14K -314 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$497K -$185K -6,354 -27%
Ameriprise
11
Ameriprise
Minnesota
$496K -$62.4K -2,142 -11%
AWM
12
Apollon Wealth Management
South Carolina
$462K -$989 -34 -0.2%
SWP
13
Stratos Wealth Partners
Ohio
$452K +$5.18K +178 +1%
COI
14
Capital One Investing
Virginia
$446K +$446K +15,364 New
RJA
15
Raymond James & Associates
Florida
$402K +$1.69K +58 +0.4%
IAA
16
Independent Advisor Alliance
North Carolina
$366K +$366K +11,780 New
WDL
17
Well Done LLC
Michigan
$358K – – –
MNBTD
18
Moody National Bank Trust Division
Texas
$252K +$16.5K +568 +7%
LF
19
Lantz Financial
Illinois
$245K – – –
LPL Financial
20
LPL Financial
California
$236K +$236K +8,122 New
PAG
21
Private Advisor Group
New Jersey
$206K -$70K -2,410 -25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$168K +$20.3K +700 +14%
CFA
23
Carroll Financial Associates
North Carolina
$158K +$87.1K +2,994 +123%
SBSB
24
Sullivan, Bruyette, Speros & Blaney
Virginia
$148K +$148K +5,086 New
AG
25
Advisor Group
Arizona
$106K -$19.6K -672 -16%
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