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

98 hedge funds and large institutions have $433M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
42
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$27.3M
2
Jane Street
Jane Street
New York
$3.65M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.4M
4
AAS
Ameritas Advisory Services
Nebraska
$3.14M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$19.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$38M
2
Morgan Stanley
Morgan Stanley
New York
$41.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.99M
4
HAS
HBW Advisory Services
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.8M -$2.33M -69,783 -5%
Bank of America
2
Bank of America
North Carolina
$38M -$5.95M -177,982 -14%
UBS Group
3
UBS Group
Switzerland
$27.3M +$7.29M +218,020 +36%
Wells Fargo
4
Wells Fargo
California
$25.4M +$1.23M +36,679 +5%
Ameriprise
5
Ameriprise
Minnesota
$25.3M +$723K +21,634 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.6M -$1M -30,018 -4%
PAG
7
Private Advisor Group
New Jersey
$20.9M +$1.14M +34,026 +6%
LPL Financial
8
LPL Financial
California
$19.8M +$1.83M +54,570 +10%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$19.3M +$3.06M +91,525 +19%
LFA
10
Legacy Financial Advisors
Kentucky
$14.8M +$779K +23,293 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.4M +$3.53M +105,389 +33%
KFI
12
Key Financial Inc
Pennsylvania
$13.1M -$17.4K -520 -0.1%
3F
13
360 Financial
Minnesota
$12.6M +$483K +14,570 +4%
EH
14
Equitable Holdings
New York
$9.48M -$84.7K -2,532 -0.9%
BW
15
BIP Wealth
Georgia
$8.92M -$540K -16,141 -6%
SL
16
Systelligence LLC
Minnesota
$7.74M -$57.1K -1,706 -0.7%
KW
17
KWB Wealth
California
$6.47M -$233K -6,510 -3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$6.37M -$827K -24,728 -11%
SWP
19
ShoreHaven Wealth Partners
New Jersey
$6.28M -$856K -25,604 -12%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$5.99M +$87.2K +2,608 +1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$5.91M +$2.07M +61,854 +54%
C
22
CEDRUS
Colorado
$5.03M +$510K +15,257 +11%
KAS
23
Kestra Advisory Services
Texas
$4.28M -$255K -7,626 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.99M -$1.89M -56,632 -32%
Jane Street
25
Jane Street
New York
$3.65M +$3.65M +109,243 New
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