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

48 hedge funds and large institutions have $133M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
17
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.22M
3
PAG
Private Advisor Group
New Jersey
+$3.92M
4
SMG
Smart Money Group
Texas
+$3.62M
5
QA
Quantitative Advantage
Minnesota
+$2.31M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.75M
2
BRWM
B. Riley Wealth Management
Tennessee
-$1.1M
3
RJA
Raymond James & Associates
Florida
-$661K
4
HWM
Howard Wealth Management
Connecticut
-$124K
5
WP
WealthPLAN Partners
Nebraska
-$60.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$35.2M +$15.6M +466,642 +79%
Morgan Stanley
2
Morgan Stanley
New York
$14M -$1.75M -52,614 -11%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.4M +$4.22M +126,716 +68%
LFAS
4
Level Four Advisory Services
Texas
$10.4M +$191K +5,728 +2%
Wells Fargo
5
Wells Fargo
California
$10.3M +$2.2M +65,976 +27%
Ameriprise
6
Ameriprise
Minnesota
$7.62M +$981K +29,432 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.45M +$147K +4,418 +3%
PAG
8
Private Advisor Group
New Jersey
$4.33M +$3.92M +117,734 +958%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
Jane Street
10
Jane Street
New York
$3.8M +$364K +10,914 +11%
UBS Group
11
UBS Group
Switzerland
$3.72M -$1.8K -54 -0%
SMG
12
Smart Money Group
Texas
$3.62M +$3.62M +108,700 New
QA
13
Quantitative Advantage
Minnesota
$2.31M +$2.31M +69,436 New
ACWM
14
Adams Chetwood Wealth Management
North Carolina
$2.11M +$106K +3,178 +5%
SPA
15
Sentinel Pension Advisors
Massachusetts
$2.1M +$183K +5,482 +10%
MCM
16
Mainstay Capital Management
Michigan
$2.02M +$52.4K +1,572 +3%
Citadel Advisors
17
Citadel Advisors
Florida
$1.5M +$1.5M +44,944 New
WDL
18
Well Done LLC
Michigan
$1.45M -$26.7K -800 -2%
T
19
TRUADVICE
Florida
$1M +$1M +29,628 New
LPL Financial
20
LPL Financial
California
$873K -$52.6K -1,578 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$868K +$868K +26,044 New
SWP
22
Stratos Wealth Partners
Ohio
$717K +$80.2K +2,404 +13%
WP
23
WealthPLAN Partners
Nebraska
$698K -$60.7K -1,744 -8%
HWM
24
Howard Wealth Management
Connecticut
$606K -$124K -3,730 -17%
HAS
25
HBW Advisory Services
California
$599K +$599K +17,972 New
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