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

92 hedge funds and large institutions have $319M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
40
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
$12M
2
Morgan Stanley
Morgan Stanley
New York
$70.8M
3
KFI
Key Financial Inc
Pennsylvania
$3.6M
4
LPL Financial
LPL Financial
California
$10.1M
5
Citadel Advisors
Citadel Advisors
Florida
$1.14M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$42.3M
2
Jane Street
Jane Street
New York
$1M
3
BAM
Belpointe Asset Management
Nevada
$102K
4
LFAS
Level Four Advisory Services
Texas
$5.24M
5
FTUS
Flow Traders U.S.
New York
$533K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.8M +$3.44M +79,036 +5%
Bank of America
2
Bank of America
North Carolina
$42.3M -$10.9M -249,809 -20%
Ameriprise
3
Ameriprise
Minnesota
$20.1M +$892K +20,498 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.2M +$45.3K +1,039 +0.3%
Wells Fargo
5
Wells Fargo
California
$13.9M +$151K +3,475 +1%
BRWA
6
B. Riley Wealth Advisors
Florida
$13.6M +$558K +12,813 +4%
PAG
7
Private Advisor Group
New Jersey
$12.8M -$563K -12,913 -4%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$12.3M +283,014 New
LFA
9
Legacy Financial Advisors
Kentucky
$12M +$12M +275,119 New
LPL Financial
10
LPL Financial
California
$10.1M +$1.48M +34,048 +17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.52M -$216K -4,948 -4%
LFAS
12
Level Four Advisory Services
Texas
$5.24M -$656K -15,049 -11%
QA
13
Quantitative Advantage
Minnesota
$5.18M +$348K +7,991 +7%
KAS
14
Kestra Advisory Services
Texas
$4.63M +$5.1K +117 +0.1%
RJA
15
Raymond James & Associates
Florida
$4.56M +$723K +16,596 +19%
UBS Group
16
UBS Group
Switzerland
$4.14M +$90.3K +2,073 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.92M +$313K +7,173 +9%
JCA
18
January Capital Advisors
California
$3.81M +$3.81M +87,342 New
KFI
19
Key Financial Inc
Pennsylvania
$3.6M +$2.21M +50,735 +159%
SWP
20
ShoreHaven Wealth Partners
New Jersey
$3.42M +$1.18K +27 +0%
IC
21
IEQ Capital
California
$3.35M – – –
SPA
22
Sentinel Pension Advisors
Massachusetts
$3.13M +$33.9K +778 +1%
MCM
23
Mainstay Capital Management
Michigan
$2.9M -$261K -5,998 -8%
ACWM
24
Adams Chetwood Wealth Management
North Carolina
$2.65M +$40.1K +921 +2%
AAS
25
Ameritas Advisory Services
Nebraska
$2.45M +$2.45M +56,299 New
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