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

91 hedge funds and large institutions have $387M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
45
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.3M
2
Morgan Stanley
Morgan Stanley
New York
+$15.5M
3
Wells Fargo
Wells Fargo
California
+$13.8M
4
3F
360 Financial
Minnesota
+$13M
5
UBS Group
UBS Group
Switzerland
+$9.72M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$3.81M
2
IAIM
International Assets Investment Management
Florida
-$3.03M
3
Jane Street
Jane Street
New York
-$2.21M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.51M
5
BRWA
B. Riley Wealth Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.2M +$15.5M +436,399 +52%
Bank of America
2
Bank of America
North Carolina
$43.8M +$16.3M +460,249 +59%
Ameriprise
3
Ameriprise
Minnesota
$26M -$180K -5,060 -0.7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.6M +$193K +5,433 +0.9%
PAG
5
Private Advisor Group
New Jersey
$19.4M +$1.4M +39,420 +8%
Wells Fargo
6
Wells Fargo
California
$18.7M +$13.8M +388,049 +281%
UBS Group
7
UBS Group
Switzerland
$17.5M +$9.72M +274,027 +125%
LPL Financial
8
LPL Financial
California
$15.8M +$2.86M +80,678 +22%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$15M +$3.06M +86,372 +26%
LFA
10
Legacy Financial Advisors
Kentucky
$14.1M -$84.5K -2,383 -0.6%
KFI
11
Key Financial Inc
Pennsylvania
$13.5M +$2.24M +63,230 +20%
3F
12
360 Financial
Minnesota
$13M +$13M +365,495 New
EH
13
Equitable Holdings
New York
$9.65M +$9.15M +257,997 +1,851%
BW
14
BIP Wealth
Georgia
$9.07M +$9.07M +255,221 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.5M +$7.24M +204,180 +2,773%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$7.4M +$1.54M +43,292 +26%
QA
17
Quantitative Advantage
Minnesota
$6.09M +$365K +10,293 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6M +$323K +9,110 +6%
C
19
CEDRUS
Colorado
$5.02M +$742K +20,931 +17%
KAS
20
Kestra Advisory Services
Texas
$4.57M -$3.81M -107,495 -45%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.8M +$1.11M +31,191 +41%
CAN
22
Cetera Advisor Networks
California
$3.21M +$8.66K +244 +0.3%
SL
23
Systelligence LLC
Minnesota
$3.17M -$129K -3,627 -4%
AAS
24
Ameritas Advisory Services
Nebraska
$3.12M +$237K +6,593 +8%
KW
25
KWB Wealth
California
$3.03M +$81.3K +2,522 +3%
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