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

58 hedge funds and large institutions have $183M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
22
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
BRWA
B. Riley Wealth Advisors
Florida
+$9.74M
3
PAG
Private Advisor Group
New Jersey
+$4.49M
4
Ameriprise
Ameriprise
Minnesota
+$3.85M
5
Bank of America
Bank of America
North Carolina
+$3.84M

Top Sellers

1
SMG
Smart Money Group
Texas
-$3.62M
2
Jane Street
Jane Street
New York
-$3.47M
3
Wells Fargo
Wells Fargo
California
-$3.09M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
5
LFAS
Level Four Advisory Services
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$44M +$3.84M +100,880 +10%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M +$11.4M +300,624 +71%
Ameriprise
3
Ameriprise
Minnesota
$12.6M +$3.85M +101,090 +44%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12M +$76.2K +2,002 +0.6%
LFAS
5
Level Four Advisory Services
Texas
$10.8M -$1.15M -30,338 -10%
BRWA
6
B. Riley Wealth Advisors
Florida
$9.74M +$9.74M +255,824 New
PAG
7
Private Advisor Group
New Jersey
$9.44M +$4.49M +118,026 +91%
Wells Fargo
8
Wells Fargo
California
$8.63M -$3.09M -81,186 -26%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.98M +$898K +23,586 +18%
LPL Financial
10
LPL Financial
California
$4.15M +$3.15M +82,778 +316%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
UBS Group
12
UBS Group
Switzerland
$3.41M -$840K -22,056 -20%
SWP
13
ShoreHaven Wealth Partners
New Jersey
$3.04M +$3.04M +79,732 New
QA
14
Quantitative Advantage
Minnesota
$2.88M +$232K +6,088 +9%
ACWM
15
Adams Chetwood Wealth Management
North Carolina
$2.69M +$281K +7,380 +12%
SPA
16
Sentinel Pension Advisors
Massachusetts
$2.52M +$117K +3,084 +5%
MCM
17
Mainstay Capital Management
Michigan
$2.26M -$37.8K -994 -2%
WDL
18
Well Done LLC
Michigan
$1.64M -$15.3K -402 -0.9%
T
19
TRUADVICE
Florida
$1.2M +$49.5K +1,272 +4%
LFF
20
Level Four Financial
Texas
$1.08M +$1.08M +28,490 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.01M +$15.4K +404 +2%
RJA
22
Raymond James & Associates
Florida
$1M +$1M +26,296 New
Jane Street
23
Jane Street
New York
$867K -$3.47M -91,212 -80%
SWP
24
Stratos Wealth Partners
Ohio
$733K -$85.3K -2,242 -10%
HAS
25
HBW Advisory Services
California
$722K +$37.7K +990 +6%
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