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

112 hedge funds and large institutions have $473M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$9.04M
2
Bank of America
Bank of America
North Carolina
$36.1M
3
LPL Financial
LPL Financial
California
$29.1M
4
RJA
Raymond James & Associates
Florida
$3M
5
FTUS
Flow Traders U.S.
New York
$1.3M

Top Sellers

1
LFA
Legacy Financial Advisors
Kentucky
$5.13M
2
Wells Fargo
Wells Fargo
California
$22.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.9M
4
UBS Group
UBS Group
Switzerland
$26.9M
5
KAS
Kestra Advisory Services
Texas
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.7M +$469K +11,897 +1%
Bank of America
2
Bank of America
North Carolina
$36.1M +$2.15M +54,569 +6%
Ameriprise
3
Ameriprise
Minnesota
$31M +$193K +4,896 +0.6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$29.7M -$251K -6,360 -0.8%
LPL Financial
5
LPL Financial
California
$29.1M +$1.57M +39,846 +6%
UBS Group
6
UBS Group
Switzerland
$26.9M -$1.97M -50,056 -7%
PAG
7
Private Advisor Group
New Jersey
$26.6M -$441K -11,194 -2%
Wells Fargo
8
Wells Fargo
California
$22.2M -$6.43M -163,144 -22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.8M +$602K +15,292 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.7M +$669K +16,987 +4%
KFI
11
Key Financial Inc
Pennsylvania
$16.8M -$384K -9,742 -2%
3F
12
360 Financial
Minnesota
$16.5M +$263K +6,683 +2%
EH
13
Equitable Holdings
New York
$10.6M -$642K -16,307 -6%
BW
14
BIP Wealth
Georgia
$9.66M +$654K +16,604 +7%
Jane Street
15
Jane Street
New York
$9.04M +$6.11M +154,971 +208%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$8.48M +$1.08M +27,304 +15%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$8.32M +$992K +25,174 +14%
C
18
CEDRUS
Colorado
$8.01M +$712K +18,070 +10%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$7.3M +$11.3K +287 +0.2%
CF
20
Cyr Financial
Illinois
$6.54M +$179K +4,545 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.57M -$113K -2,872 -2%
LFA
22
Legacy Financial Advisors
Kentucky
$5.13M -$13.8M -351,266 -73%
VPP
23
Vertex Planning Partners
Illinois
$4.7M -$121K -3,077 -3%
SPA
24
Sentinel Pension Advisors
Massachusetts
$4.66M +$41.7K +1,059 +0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.8M +$131K +3,330 +4%
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