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

108 hedge funds and large institutions have $481M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
54
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$11.2M
2
LPL Financial
LPL Financial
California
$27.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.34M
4
SWP
ShoreHaven Wealth Partners
New Jersey
$7.27M
5
VPP
Vertex Planning Partners
Illinois
$4.78M

Top Sellers

1
SL
Systelligence LLC
Minnesota
$0
2
UBS Group
UBS Group
Switzerland
$28.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$366K
4
FTUS
Flow Traders U.S.
New York
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.9M -$2.16M -55,163 -5%
Bank of America
2
Bank of America
North Carolina
$33.7M -$987K -25,262 -3%
Ameriprise
3
Ameriprise
Minnesota
$30.5M +$124K +3,182 +0.4%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$29.7M -$167K -4,277 -0.6%
UBS Group
5
UBS Group
Switzerland
$28.6M -$4.97M -127,256 -15%
Wells Fargo
6
Wells Fargo
California
$28.4M +$275K +7,037 +1%
LPL Financial
7
LPL Financial
California
$27.3M +$4.12M +105,308 +18%
PAG
8
Private Advisor Group
New Jersey
$26.8M +$1.16M +29,633 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21M -$142K -3,645 -0.7%
LFA
10
Legacy Financial Advisors
Kentucky
$18.8M -$697K -17,828 -4%
KFI
11
Key Financial Inc
Pennsylvania
$17.1M +$1.28M +32,760 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16.9M +$979K +25,040 +6%
3F
13
360 Financial
Minnesota
$16.1M +$286K +7,313 +2%
EH
14
Equitable Holdings
New York
$11.2M +$4.37M +111,916 +64%
BW
15
BIP Wealth
Georgia
$8.94M -$1.75M -44,735 -16%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$7.34M +$2.85M +72,941 +63%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$7.27M +$2.81M +72,007 +63%
C
18
CEDRUS
Colorado
$7.24M +$350K +8,955 +5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$7.23M +$334K +8,559 +5%
CF
20
Cyr Financial
Illinois
$6.31M +$6.31M +161,346 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.84M +$538K +13,775 +10%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.64M +$119K +3,047 +2%
KAS
23
Kestra Advisory Services
Texas
$5.31M +$593K +15,179 +13%
VPP
24
Vertex Planning Partners
Illinois
$4.78M +$2.27M +58,067 +90%
SPA
25
Sentinel Pension Advisors
Massachusetts
$4.58M -$47.4K -1,214 -1%
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