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

95 hedge funds and large institutions have $257M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
95
Holders Change
+15
Holders Change %
+18.75%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
35
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$20.4M
2
Ameriprise
2
Ameriprise
Minnesota
$24M
3
KAS
3
Kestra Advisory Services
Texas
$7.62M
4
IAIM
4
International Assets Investment Management
Florida
$3.03M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27M
2
Jane Street
2
Jane Street
New York
$2.21M
3
Bank of America
3
Bank of America
North Carolina
$25M
4
FTUS
4
Flow Traders U.S.
New York
$1.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27M 836,685 -1,712,733 -67%
Bank of America
2
Bank of America
North Carolina
$25M 774,508 -69,610 -8%
Ameriprise
3
Ameriprise
Minnesota
$24M 737,096 +231,032 +46%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20.4M 631,710 +283,754 +82%
LFA
5
Legacy Financial Advisors
Kentucky
$12.9M 400,518 +20,878 +5%
LPL Financial
6
LPL Financial
California
$11.8M 365,004 +1,878 +0.5%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.8M 335,557 +25,044 +8%
KFI
8
Key Financial Inc
Pennsylvania
$8.71M 316,977 – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.27M 256,483 +29,950 +13%
KAS
10
Kestra Advisory Services
Texas
$7.62M 236,412 +109,618 +86%
UBS Group
11
UBS Group
Switzerland
$7.06M 218,896 +5,845 +3%
SWP
12
ShoreHaven Wealth Partners
New Jersey
$5.33M 165,301 -5,274 -3%
QA
13
Quantitative Advantage
Minnesota
$5.2M 161,367 +19,749 +14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.16M 160,155 +8,633 +6%
Wells Fargo
15
Wells Fargo
California
$4.45M 138,035 -24,392 -15%
C
16
CEDRUS
Colorado
$3.89M 120,677 +11,651 +11%
IAIM
17
International Assets Investment Management
Florida
$3.03M 59,334 +59,334 New
SL
18
Systelligence LLC
Minnesota
$3M 93,017 -15,206 -14%
KW
19
KWB Wealth
California
$2.95M 91,484 -7,014 -7%
CAN
20
Cetera Advisor Networks
California
$2.91M 90,250 +8,464 +10%
LFAS
21
Level Four Advisory Services
Texas
$2.89M 89,695 -2,416 -3%
AAS
22
Ameritas Advisory Services
Nebraska
$2.59M 80,268 +13,522 +20%
BRWA
23
B. Riley Wealth Advisors
Florida
$2.56M 79,367 -25,893 -25%
SPA
24
Sentinel Pension Advisors
Massachusetts
$2.56M 79,356 +3,939 +5%
IC
25
IEQ Capital
California
$2.48M 76,836 – –
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