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

97 hedge funds and large institutions have $515M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
32
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$92.9M
2
Jane Street
Jane Street
New York
$10.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$26M
4
Wells Fargo
Wells Fargo
California
$32.3M
5
NW
NewEdge Wealth
Pennsylvania
$2.58M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22.2M
2
EH
Equitable Holdings
New York
$5.81M
3
Bank of America
Bank of America
North Carolina
$39.5M
4
SL
Systelligence LLC
Minnesota
$6.18M
5
FRA
FFG Retirement Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$92.9M +$46.7M +1,262,883 +101%
Bank of America
2
Bank of America
North Carolina
$39.5M -$2.53M -68,373 -6%
Wells Fargo
3
Wells Fargo
California
$32.3M +$4.14M +111,864 +15%
Ameriprise
4
Ameriprise
Minnesota
$29.9M +$1.93M +52,074 +7%
UBS Group
5
UBS Group
Switzerland
$28.3M -$1.89M -50,969 -6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$26M +$4.62M +124,938 +22%
PAG
7
Private Advisor Group
New Jersey
$23.4M +$340K +9,203 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.2M -$4.98M -134,576 -18%
LPL Financial
9
LPL Financial
California
$21.3M -$622K -16,814 -3%
LFA
10
Legacy Financial Advisors
Kentucky
$16.3M -$90.7K -2,451 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16M +$148K +4,011 +0.9%
3F
12
360 Financial
Minnesota
$14.5M +$413K +11,159 +3%
KFI
13
Key Financial Inc
Pennsylvania
$14.5M -$41.2K -1,114 -0.3%
BW
14
BIP Wealth
Georgia
$10.3M +$481K +12,993 +5%
Jane Street
15
Jane Street
New York
$10.1M +$6.07M +164,194 +150%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$6.53M -$99.5K -2,690 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.49M -$44.5K -1,202 -0.7%
SL
18
Systelligence LLC
Minnesota
$6.18M -$2.37M -64,195 -28%
C
19
CEDRUS
Colorado
$5.95M +$397K +10,736 +7%
EH
20
Equitable Holdings
New York
$5.81M -$4.67M -126,260 -45%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.8M -$1.24M -33,596 -18%
SWP
22
ShoreHaven Wealth Partners
New Jersey
$5.69M -$1.25M -33,764 -18%
KW
23
KWB Wealth
California
$4.91M -$1.77M -47,916 -27%
KAS
24
Kestra Advisory Services
Texas
$4.89M +$153K +4,127 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.4M -$10.5K -284 -0.2%
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