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

77 hedge funds and large institutions have $273M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
38
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
$3.28M
2
IC
IEQ Capital
California
$3.2M
3
Wells Fargo
Wells Fargo
California
$12.7M
4
Ameriprise
Ameriprise
Minnesota
$17.8M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$1.52M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$1.44M
2
SPA
Sentinel Pension Advisors
Massachusetts
$2.81M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.14M
4
MCM
Mainstay Capital Management
Michigan
$2.68M
5
BRWA
B. Riley Wealth Advisors
Florida
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$63.1M +$1.03M +24,668 +2%
Bank of America
2
Bank of America
North Carolina
$50.1M -$2.58M -61,994 -5%
Ameriprise
3
Ameriprise
Minnesota
$17.8M +$2.41M +57,946 +16%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.6M -$166K -3,979 -1%
LFAS
5
Level Four Advisory Services
Texas
$12.8M -$423K -10,147 -3%
Wells Fargo
6
Wells Fargo
California
$12.7M +$3.13M +75,180 +33%
PAG
7
Private Advisor Group
New Jersey
$11.7M +$464K +11,130 +4%
BRWA
8
B. Riley Wealth Advisors
Florida
$11.4M -$2.99M -57,572 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.08M +$256K +6,135 +4%
LPL Financial
10
LPL Financial
California
$5.84M +$627K +15,038 +12%
KAS
11
Kestra Advisory Services
Texas
$4.39M +$20.6K +495 +0.5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$4.14M -$4.14M -99,420 -50%
QA
13
Quantitative Advantage
Minnesota
$4.07M +$454K +10,897 +13%
UBS Group
14
UBS Group
Switzerland
$3.97M +$171K +4,098 +4%
SWP
15
ShoreHaven Wealth Partners
New Jersey
$3.42M +$25K +601 +0.7%
OMC
16
Old Mission Capital
Illinois
$3.28M +$3.28M +78,671 New
IC
17
IEQ Capital
California
$3.2M +$3.2M +76,836 New
SPA
18
Sentinel Pension Advisors
Massachusetts
$2.81M -$8.29M -199,042 -75%
MCM
19
Mainstay Capital Management
Michigan
$2.68M -$3.22M -34,719 -55%
ACWM
20
Adams Chetwood Wealth Management
North Carolina
$2.65M -$165K -3,954 -6%
RJA
21
Raymond James & Associates
Florida
$1.97M +$282K +6,756 +17%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.86M +$429K +10,291 +30%
WDL
23
Well Done LLC
Michigan
$1.81M +$2.54K +61 +0.1%
FTUS
24
Flow Traders U.S.
New York
$1.54M +$646K +15,513 +72%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.52M +$1.52M +36,459 New
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