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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 $49.2M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-11
Holders Change %
-26.83%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
2
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.8M
3
Wells Fargo
Wells Fargo
California
+$2.74M
4
Bank of America
Bank of America
North Carolina
+$1.78M
5
FTUS
Flow Traders U.S.
New York
+$920K

Top Sellers

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
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.7M +$1.78M +67,258 +22%
Morgan Stanley
2
Morgan Stanley
New York
$7.37M +$5.33M +201,724 +262%
Wells Fargo
3
Wells Fargo
California
$5.79M +$2.74M +103,690 +90%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.01M +$4.8M +181,458 +2,263%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.15M +$3.86K +146 +0.1%
UBS Group
7
UBS Group
Switzerland
$2.97M +$208K +7,880 +8%
Jane Street
8
Jane Street
New York
$1.62M +$305K +11,542 +23%
SPA
9
Sentinel Pension Advisors
Massachusetts
$1.51M +$123K +4,636 +9%
WDL
10
Well Done LLC
Michigan
$1.19M +$869K +32,864 +267%
FTUS
11
Flow Traders U.S.
New York
$920K +$920K +34,824 New
BRWM
12
B. Riley Wealth Management
Tennessee
$859K – – –
Ameriprise
13
Ameriprise
Minnesota
$828K +$374K +14,140 +82%
LFAS
14
Level Four Advisory Services
Texas
$812K +$812K +30,926 New
LPL Financial
15
LPL Financial
California
$599K +$358K +13,538 +148%
SWP
16
Stratos Wealth Partners
Ohio
$448K +$21.4K +812 +5%
COF
17
Capital One Financial
Virginia
$406K +$406K +15,364 New
IFS
18
Ifrah Financial Services
Arkansas
$397K +$397K +15,028 New
PAG
19
Private Advisor Group
New Jersey
$325K +$62K +2,342 +24%
IAA
20
Independent Advisor Alliance
North Carolina
$311K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$258K +$258K +9,744 New
MNBTD
22
Moody National Bank Trust Division
Texas
$229K – – –
TAM
23
Townsend Asset Management
North Carolina
$162K +$159 +6 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$119K +$119K +4,508 New
CFA
25
Carroll Financial Associates
North Carolina
$34K -$126K -4,822 -79%
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