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

41 hedge funds and large institutions have $59.6M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
+$7.38M
2
AWM
AE Wealth Management
Kansas
+$4.39M
3
SS
Simplicity Solutions
Minnesota
+$4.37M
4
MCM
Mainstay Capital Management
Michigan
+$3.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.35M

Top Sellers

1
Jane Street
Jane Street
New York
-$324K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$60K
3
RJA
Raymond James & Associates
Florida
-$47.5K
4
ASN
Advisory Services Network
Georgia
-$28.8K
5
UBS Group
UBS Group
Switzerland
-$21.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.86M +$532K +16,182 +6%
TC
2
Trilogy Capital
California
$7.38M +$7.38M +225,170 New
AWM
3
AE Wealth Management
Kansas
$4.39M +$4.39M +133,430 New
SS
4
Simplicity Solutions
Minnesota
$4.37M +$4.37M +132,770 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
MCM
6
Mainstay Capital Management
Michigan
$3.96M +$3.96M +120,208 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.91M +$3.35M +101,904 +596%
Wells Fargo
8
Wells Fargo
California
$3.79M +$293K +8,900 +8%
UBS Group
9
UBS Group
Switzerland
$3.44M -$21.4K -650 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$2.53M +$222K +6,734 +10%
SPA
11
Sentinel Pension Advisors
Massachusetts
$1.73M +$1.73M +52,568 New
Jane Street
12
Jane Street
New York
$1.63M -$324K -9,852 -17%
BRWM
13
B. Riley Wealth Management
Tennessee
$1.07M +$33.9K +1,030 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.02M -$60K -1,824 -6%
3AM
15
3D Asset Management
Connecticut
$615K -$14.7K -448 -2%
Ameriprise
16
Ameriprise
Minnesota
$565K +$5.33K +162 +1%
SWP
17
Stratos Wealth Partners
Ohio
$531K +$20.1K +612 +4%
AWM
18
Apollon Wealth Management
South Carolina
$522K -$9.98K -298 -2%
CONA
19
Capital One National Association
New York
$505K +$505K +15,364 New
RJA
20
Raymond James & Associates
Florida
$407K -$47.5K -1,442 -10%
WDL
21
Well Done LLC
Michigan
$405K – – –
IAA
22
Independent Advisor Alliance
North Carolina
$388K – – –
PAG
23
Private Advisor Group
New Jersey
$327K +$93.9K +2,854 +40%
LPL Financial
24
LPL Financial
California
$300K +$33K +1,004 +12%
MNBTD
25
Moody National Bank Trust Division
Texas
$285K – – –
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