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WisdomTree Global ex-US Quality Dividend Growth Fund

105 hedge funds and large institutions have $483M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+8
Holders Change %
+8.25%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
13
Increased
35
Reduced
36
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.9M -$56.8M -1,460,537 -58%
Bank of America
2
Bank of America
North Carolina
$34.5M -$7.09M -182,378 -17%
UBS Group
3
UBS Group
Switzerland
$33.4M +$3.63M +93,299 +12%
Ameriprise
4
Ameriprise
Minnesota
$30.3M -$1.22M -31,224 -4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$29.7M +$2.4M +61,594 +9%
Wells Fargo
6
Wells Fargo
California
$28M -$5.98M -153,723 -18%
PAG
7
Private Advisor Group
New Jersey
$25.5M +$898K +23,090 +4%
LPL Financial
8
LPL Financial
California
$23.1M +$664K +17,083 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.1M -$2.3M -59,112 -10%
LFA
10
Legacy Financial Advisors
Kentucky
$19.4M +$2.27M +58,372 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.9M -$1M -25,739 -6%
KFI
12
Key Financial Inc
Pennsylvania
$15.7M +$509K +13,078 +3%
3F
13
360 Financial
Minnesota
$15.7M +$466K +11,982 +3%
BW
14
BIP Wealth
Georgia
$10.6M -$237K -6,095 -2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$6.86M -$7.16K -184 -0.1%
C
16
CEDRUS
Colorado
$6.85M +$592K +15,233 +9%
EH
17
Equitable Holdings
New York
$6.75M +$637K +16,389 +10%
SL
18
Systelligence LLC
Minnesota
$6.48M -$23.1K -594 -0.4%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.49M +$1.17M +30,138 +27%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.28M +$5.28M +135,788 New
KAS
21
Kestra Advisory Services
Texas
$4.7M -$437K -11,244 -9%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.61M -$18.6K -479 -0.4%
SPA
23
Sentinel Pension Advisors
Massachusetts
$4.6M +$1.55M +39,735 +51%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4.47M -$1.63M -41,852 -27%
SWP
25
ShoreHaven Wealth Partners
New Jersey
$4.44M -$1.55M -39,752 -26%