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

80 hedge funds and large institutions have $260M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
5
Increased
30
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$5.39M
2
KFI
Key Financial Inc
Pennsylvania
$8.71M
3
FTUS
Flow Traders U.S.
New York
$2.35M
4
LFA
Legacy Financial Advisors
Kentucky
$10.4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.23M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.86M
2
Morgan Stanley
Morgan Stanley
New York
$70.1M
3
Bank of America
Bank of America
North Carolina
$23.2M
4
SL
Systelligence LLC
Minnesota
$2.98M
5
BRWA
B. Riley Wealth Advisors
Florida
$2.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.1M -$7.2M -261,973 -9%
Bank of America
2
Bank of America
North Carolina
$23.2M -$6.41M -233,003 -22%
Ameriprise
3
Ameriprise
Minnesota
$13.9M -$1.09M -39,659 -7%
PAG
4
Private Advisor Group
New Jersey
$12.3M +$263K +9,564 +2%
LFA
5
Legacy Financial Advisors
Kentucky
$10.4M +$1.71M +62,318 +20%
LPL Financial
6
LPL Financial
California
$9.98M -$18K -655 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.57M +$129K +4,701 +1%
KFI
8
Key Financial Inc
Pennsylvania
$8.71M +$2.95M +107,266 +51%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.54M +$1.01M +36,578 +13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.23M +$1.43M +51,973 +30%
UBS Group
11
UBS Group
Switzerland
$5.86M -$13.1M -476,613 -69%
Jane Street
12
Jane Street
New York
$5.39M +$5.17M +188,002 +2,295%
SWP
13
ShoreHaven Wealth Partners
New Jersey
$4.69M +$1.11M +40,393 +31%
Wells Fargo
14
Wells Fargo
California
$4.47M -$1.26M -45,997 -22%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.17M +$436K +15,873 +12%
QA
16
Quantitative Advantage
Minnesota
$3.89M +$270K +9,827 +7%
KAS
17
Kestra Advisory Services
Texas
$3.49M +$69.8K +2,538 +2%
C
18
CEDRUS
Colorado
$3M +$508K +18,463 +20%
SL
19
Systelligence LLC
Minnesota
$2.98M -$4.47M -162,661 -60%
BRWA
20
B. Riley Wealth Advisors
Florida
$2.89M -$2.38M -86,485 -45%
KW
21
KWB Wealth
California
$2.71M +$1.4M +50,847 +107%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.62M -$185K -6,745 -7%
LFAS
23
Level Four Advisory Services
Texas
$2.53M -$166K -6,050 -6%
FTUS
24
Flow Traders U.S.
New York
$2.35M +$2.35M +85,314 New
CAN
25
Cetera Advisor Networks
California
$2.25M +$346K +12,606 +18%
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