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WisdomTree Global ex-US Quality Dividend Growth Fund

87 hedge funds and large institutions have $325M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
14
Increased
27
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$89.1M -$5.76M -181,693 -6%
Bank of America
2
Bank of America
North Carolina
$34.1M -$363K -11,468 -1%
UBS Group
3
UBS Group
Switzerland
$21.9M +$6.83M +215,482 +45%
Ameriprise
4
Ameriprise
Minnesota
$17.3M -$2.42M -76,379 -12%
PAG
5
Private Advisor Group
New Jersey
$13.8M +$2.44M +76,944 +21%
LPL Financial
6
LPL Financial
California
$11.5M +$4.59M +144,828 +66%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.9M -$44.6K -1,406 -0.4%
LFA
8
Legacy Financial Advisors
Kentucky
$10.1M -$1.14M -36,032 -10%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.68M -$2.78M -87,734 -24%
SL
10
Systelligence LLC
Minnesota
$8.58M +$364K +11,500 +4%
Wells Fargo
11
Wells Fargo
California
$6.61M -$2.14M -67,379 -24%
KFI
12
Key Financial Inc
Pennsylvania
$6.57M +$2.86M +91,440 +77%
BRWA
13
B. Riley Wealth Advisors
Florida
$6.08M -$531K -16,744 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.53M +$945K +29,835 +21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.3M +$255K +8,053 +6%
QA
16
Quantitative Advantage
Minnesota
$4.18M +$188K +5,919 +5%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$4.13M -$2.89M -91,241 -41%
KAS
18
Kestra Advisory Services
Texas
$3.94M +$375K +11,828 +11%
OMC
19
Old Mission Capital
Illinois
$3.38M +$2.27M +71,534 +204%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.24M -$221K -6,967 -6%
LFAS
21
Level Four Advisory Services
Texas
$3.11M -$314K -9,911 -9%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.91M +$546K +17,241 +23%
C
23
CEDRUS
Colorado
$2.87M +$2.87M +90,563 New
MCM
24
Mainstay Capital Management
Michigan
$2.53M +$50.8K +1,603 +2%
IC
25
IEQ Capital
California
$2.44M