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

39 hedge funds and large institutions have $92.5M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
14
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFAS
Level Four Advisory Services
Texas
+$8.72M
2
Bank of America
Bank of America
North Carolina
+$7.01M
3
Morgan Stanley
Morgan Stanley
New York
+$6.16M
4
Ameriprise
Ameriprise
Minnesota
+$5.3M
5
ACWM
Adams Chetwood Wealth Management
North Carolina
+$1.89M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$920K
2
IAA
Independent Advisor Alliance
North Carolina
-$311K
3
Citadel Advisors
Citadel Advisors
Florida
-$258K
4
MNBTD
Moody National Bank Trust Division
Texas
-$229K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$85.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.6M +$7.01M +222,394 +61%
Morgan Stanley
2
Morgan Stanley
New York
$15M +$6.16M +195,398 +70%
LFAS
3
Level Four Advisory Services
Texas
$9.7M +$8.72M +276,312 +893%
Wells Fargo
4
Wells Fargo
California
$7.63M +$723K +22,914 +10%
Ameriprise
5
Ameriprise
Minnesota
$6.29M +$5.3M +167,932 +536%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.89M -$85.8K -2,722 -1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.07M +$315K +9,998 +8%
UBS Group
9
UBS Group
Switzerland
$3.52M -$24K -762 -0.7%
Jane Street
10
Jane Street
New York
$3.25M +$1.32M +41,942 +69%
ACWM
11
Adams Chetwood Wealth Management
North Carolina
$1.89M +$1.89M +60,050 New
MCM
12
Mainstay Capital Management
Michigan
$1.86M +$1.86M +58,882 New
SPA
13
Sentinel Pension Advisors
Massachusetts
$1.82M +$13.8K +436 +0.8%
WDL
14
Well Done LLC
Michigan
$1.4M -$26K -824 -2%
BRWM
15
B. Riley Wealth Management
Tennessee
$1.1M +$193K +6,880 +21%
LPL Financial
16
LPL Financial
California
$876K +$161K +5,106 +23%
WP
17
WealthPLAN Partners
Nebraska
$734K +$734K +21,810 New
HWM
18
Howard Wealth Management
Connecticut
$691K +$691K +21,922 New
RJA
19
Raymond James & Associates
Florida
$661K +$661K +20,966 New
SWP
20
Stratos Wealth Partners
Ohio
$602K +$67.3K +2,134 +13%
COF
21
Capital One Financial
Virginia
$476K -$8.52K -270 -2%
IFS
22
Ifrah Financial Services
Arkansas
$465K -$9.28K -294 -2%
PAG
23
Private Advisor Group
New Jersey
$388K – – –
US Bancorp
24
US Bancorp
Minnesota
$360K +$360K +11,420 New
BDF
25
Balasa Dinverno & Foltz
$266K +$266K +8,428 New
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