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WisdomTree Global ex-U.S. Quality Growth Fund

96 hedge funds and large institutions have $308M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2% less funds holding

Funds holding: 9896 (-2)

4.05% less ownership

Funds ownership: 75.41%71.36% (-4.1%)

15% less capital invested

Capital invested by funds: $364M → $308M (-$55.2M)

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
10
Increased
33
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.2M +$288K +6,774 +0.5%
UBS Group
2
UBS Group
Switzerland
$28M -$3.29M -77,494 -10%
LPL Financial
3
LPL Financial
California
$21.4M +$78.5K +1,848 +0.3%
Ameriprise
4
Ameriprise
Minnesota
$20.5M -$9.92M -233,479 -32%
PAG
5
Private Advisor Group
New Jersey
$20.3M +$272K +6,398 +1%
KFI
6
Key Financial Inc
Pennsylvania
$18.7M +$451K +10,621 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.6M -$1.42M -33,375 -7%
Bank of America
8
Bank of America
North Carolina
$17M -$964K -22,691 -5%
Wells Fargo
9
Wells Fargo
California
$9.96M -$3.99M -93,896 -28%
BW
10
BIP Wealth
Georgia
$9.78M -$510K -12,003 -5%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$8.95M +$61.9K +1,458 +0.7%
JP Morgan Chase
12
JP Morgan Chase
New York
$7.98M +$506K +11,906 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.8M -$9.05M -213,016 -52%
SWP
14
ShoreHaven Wealth Partners
New Jersey
$7M +$297K +6,989 +4%
KAS
15
Kestra Advisory Services
Texas
$4.72M +$2.19M +51,497 +79%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.5M +$2.95M +69,346 +398%
IC
17
IEQ Capital
California
$3.1M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.06M -$217K -5,106 -6%
FTUS
19
Flow Traders U.S.
New York
$2.44M -$3.07M -72,386 -54%
CWM
20
Collaborative Wealth Management
Florida
$2.4M +$52.1K +1,226 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.29M +$38.7K +911 +2%
NW
22
NewEdge Wealth
Pennsylvania
$2.08M +$65.7K +1,546 +3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2M +$52K +1,224 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.98M +$287K +6,746 +16%
Jane Street
25
Jane Street
New York
$1.89M -$2.39M -56,269 -55%