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

89 hedge funds and large institutions have $407M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
13
Increased
46
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$54.3M
2
UBS Group
UBS Group
Switzerland
+$15.1M
3
SL
Systelligence LLC
Minnesota
+$10.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$9.21M
5
Ameriprise
Ameriprise
Minnesota
+$6.35M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$4.1M
2
RJA
Raymond James & Associates
Florida
-$2.76M
3
Wells Fargo
Wells Fargo
California
-$1.72M
4
JCA
January Capital Advisors
California
-$1.3M
5
SFS
Sowell Financial Services
Arkansas
-$661K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M +$54.3M +1,368,000 +84%
Bank of America
2
Bank of America
North Carolina
$43.2M +$4.65M +116,970 +12%
Ameriprise
3
Ameriprise
Minnesota
$24.7M +$6.35M +160,000 +35%
UBS Group
4
UBS Group
Switzerland
$18.8M +$15.1M +379,200 +399%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$3.12M +78,655 +28%
PAG
6
Private Advisor Group
New Jersey
$14.3M +$2.59M +65,311 +22%
LFA
7
Legacy Financial Advisors
Kentucky
$14M +$3.11M +78,235 +28%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.7M -$199K -5,010 -1%
Wells Fargo
9
Wells Fargo
California
$11M -$1.72M -43,371 -14%
SL
10
Systelligence LLC
Minnesota
$10.3M +$10.3M +259,384 New
HighTower Advisors
11
HighTower Advisors
Illinois
$9.21M +$9.21M +231,891 New
SWP
12
ShoreHaven Wealth Partners
New Jersey
$8.8M +$5.68M +142,966 +182%
LPL Financial
13
LPL Financial
California
$8.7M -$497K -12,501 -5%
BRWA
14
B. Riley Wealth Advisors
Florida
$8.28M -$4.1M -103,212 -33%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.75M +$2.18M +54,839 +61%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.07M +$38.8K +978 +0.8%
QA
17
Quantitative Advantage
Minnesota
$5M +$274K +6,898 +6%
KFI
18
Key Financial Inc
Pennsylvania
$4.7M +$1.41M +35,553 +43%
KAS
19
Kestra Advisory Services
Texas
$4.47M +$241K +6,067 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.33M +$2.33M +58,632 +116%
LFAS
21
Level Four Advisory Services
Texas
$4.29M -$480K -12,080 -10%
MCM
22
Mainstay Capital Management
Michigan
$3.11M +$459K +11,544 +17%
IC
23
IEQ Capital
California
$3.05M – – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.96M +$2.6M +65,500 +730%
SPA
25
Sentinel Pension Advisors
Massachusetts
$2.88M +$21.9K +551 +0.8%
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