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

73 hedge funds and large institutions have $245M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
37
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$29.7M
2
SPA
Sentinel Pension Advisors
Massachusetts
+$5.84M
3
Bank of America
Bank of America
North Carolina
+$4.21M
4
KAS
Kestra Advisory Services
Texas
+$4.07M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.48M

Top Sellers

1
T
TRUADVICE
Florida
-$1.2M
2
LFF
Level Four Financial
Texas
-$1.08M
3
Jane Street
Jane Street
New York
-$539K
4
MCC
Money Concepts Capital
Florida
-$422K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$391K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.8M +$29.7M +766,398 +106%
Bank of America
2
Bank of America
North Carolina
$49.1M +$4.21M +108,428 +9%
Ameriprise
3
Ameriprise
Minnesota
$14.3M +$1.54M +39,616 +12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M +$1.47M +37,924 +12%
LFAS
5
Level Four Advisory Services
Texas
$12.3M +$1.32M +34,082 +12%
BRWA
6
B. Riley Wealth Advisors
Florida
$10.7M +$839K +21,786 +9%
PAG
7
Private Advisor Group
New Jersey
$10.5M +$849K +21,882 +9%
Wells Fargo
8
Wells Fargo
California
$8.88M +$79.3K +2,042 +0.9%
SPA
9
Sentinel Pension Advisors
Massachusetts
$7.77M +$5.84M +200,288 +303%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.36M +$260K +6,698 +4%
LPL Financial
11
LPL Financial
California
$4.85M +$621K +15,998 +15%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.14M – – –
KAS
13
Kestra Advisory Services
Texas
$4.07M +$4.07M +104,834 New
UBS Group
14
UBS Group
Switzerland
$3.54M +$62.9K +1,620 +2%
QA
15
Quantitative Advantage
Minnesota
$3.37M +$436K +11,220 +15%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$3.16M +$68.9K +1,776 +2%
ACWM
17
Adams Chetwood Wealth Management
North Carolina
$2.63M -$115K -2,970 -4%
Citadel Advisors
18
Citadel Advisors
Florida
$2.48M +$2.48M +63,794 New
MCM
19
Mainstay Capital Management
Michigan
$2.47M +$163K +4,202 +7%
WDL
20
Well Done LLC
Michigan
$1.68M +$4.58K +118 +0.3%
RJA
21
Raymond James & Associates
Florida
$1.57M +$549K +14,140 +54%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.33M +$306K +7,882 +30%
AIC
23
Ameritas Investment Company
Nebraska
$1.1M +$1.1M +28,390 New
CWM
24
Collaborative Wealth Management
Florida
$1.04M +$1.04M +52,104 New
HWM
25
Howard Wealth Management
Connecticut
$1.03M +$356K +9,164 +53%
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