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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 $439M invested in WisdomTree Global ex-US Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
12
Increased
48
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$40.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.38M
3
SWP
ShoreHaven Wealth Partners
New Jersey
$9.92M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
5
EH
Equitable Holdings
New York
$11.7M

Top Sellers

1
CF
Cyr Financial
Illinois
$1.15M
2
UBS Group
UBS Group
Switzerland
$20.3M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$0
4
PAG
Private Advisor Group
New Jersey
$22.7M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.1M +$7.14M +198,416 +22%
Morgan Stanley
2
Morgan Stanley
New York
$36.1M -$172K -4,777 -0.5%
Ameriprise
3
Ameriprise
Minnesota
$29.2M +$909K +25,268 +3%
LPL Financial
4
LPL Financial
California
$28.3M +$1.71M +47,498 +6%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$27.2M +$53.2K +1,479 +0.2%
PAG
6
Private Advisor Group
New Jersey
$22.7M -$1.52M -42,371 -6%
Wells Fargo
7
Wells Fargo
California
$21M +$777K +21,608 +4%
UBS Group
8
UBS Group
Switzerland
$20.3M -$4.25M -118,191 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.9M +$8.35K +232 +0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$16.9M +$685K +19,034 +4%
KFI
11
Key Financial Inc
Pennsylvania
$15.7M +$299K +8,323 +2%
3F
12
360 Financial
Minnesota
$15.3M +$266K +7,395 +2%
EH
13
Equitable Holdings
New York
$11.7M +$2.02M +56,221 +21%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$10M +$2.27M +63,092 +29%
SWP
15
ShoreHaven Wealth Partners
New Jersey
$9.92M +$2.32M +64,467 +31%
BW
16
BIP Wealth
Georgia
$9.2M +$368K +10,232 +4%
Jane Street
17
Jane Street
New York
$7.68M -$576K -16,003 -7%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$7.42M +$753K +20,925 +11%
CPWA
19
Cerro Pacific Wealth Advisors
California
$5M +$1.46M +36,947 +41%
SPA
20
Sentinel Pension Advisors
Massachusetts
$4.61M +$354K +9,832 +8%
VPP
21
Vertex Planning Partners
Illinois
$4.48M +$195K +5,407 +5%
KAS
22
Kestra Advisory Services
Texas
$4.02M +$895K +24,876 +29%
LFA
23
Legacy Financial Advisors
Kentucky
$3.89M -$800K -22,241 -17%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$3.84M -$1.25M -34,687 -25%
Raymond James Financial
25
Raymond James Financial
Florida
$3.74M +$3.74M +103,886 New
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