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WisdomTree Global ex-U.S. Quality Growth Fund
DNL

91 hedge funds and large institutions have $387M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

51% more capital invested

Capital invested by funds: $257M → $387M (+$130M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6.35% more ownership

Funds ownership: 69.99% → 76.34% (+6.4%)

4% less funds holding

Funds holding: 95 → 91 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
10
Increased
45
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15.9M
2
Morgan Stanley
Morgan Stanley
New York
+$15.1M
3
Wells Fargo
Wells Fargo
California
+$13.4M
4
3F
360 Financial
Minnesota
+$12.6M
5
UBS Group
UBS Group
Switzerland
+$9.47M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$3.72M
2
IAIM
International Assets Investment Management
Florida
-$3.03M
3
Jane Street
Jane Street
New York
-$2.21M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.47M
5
BRWA
B. Riley Wealth Advisors
Florida
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
26
Sentinel Pension Advisors
Massachusetts
$2.76M -$53.1K -1,537 -2%
LFAS
27
Level Four Advisory Services
Texas
$2.75M -$424K -12,261 -14%
IC
28
IEQ Capital
California
$2.73M – – –
MCM
29
Mainstay Capital Management
Michigan
$2.67M +$51.4K +1,488 +2%
VPP
30
Vertex Planning Partners
Illinois
$2.64M +$1.04M +30,028 +67%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$2.11M +$35 +1 +0%
CWM
32
Collaborative Wealth Management
Florida
$2.11M +$281K +8,126 +16%
FRA
33
FFG Retirement Advisors
Colorado
$2.1M -$157K -4,547 -7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.8M +$1.75M +50,637 New
CPWA
35
Cerro Pacific Wealth Advisors
California
$1.74M -$81.3K -2,350 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.71M -$31.7K -916 -2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.71M +$5.36K +155 +0.3%
Stifel Financial
38
Stifel Financial
Missouri
$1.63M +$1.59M +45,887 New
RWA
39
Rooted Wealth Advisors
Illinois
$1.59M +$34.7K +1,003 +2%
BRWA
40
B. Riley Wealth Advisors
Florida
$1.54M -$1.24M -35,994 -45%
WDL
41
Well Done LLC
Michigan
$1.48M +$34.9K +1,008 +2%
HWM
42
Howard Wealth Management
Connecticut
$1.1M -$55.3K -1,599 -5%
FTUS
43
Flow Traders U.S.
New York
$1.09M -$25.1K -725 -2%
TA
44
Tectonic Advisors
Texas
$1.07M +$4.7K +136 +0.5%
RJA
45
Raymond James & Associates
Florida
$1.04M +$158K +4,560 +19%
HAS
46
HBW Advisory Services
California
$1M +$42.1K +1,218 +5%
BCG
47
Breakwater Capital Group
New Jersey
$978K +$361K +10,436 +61%
AAS
48
Avantax Advisory Services
Texas
$875K -$60.6K -1,752 -7%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$736K -$1.47M -42,642 -67%
Osaic Holdings
50
Osaic Holdings
Arizona
$712K +$25.7K +743 +4%
1
2
3 4 5

DNL Hedge Fund Activity: Q1 2023 in Review

91 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2023, worth a combined $387M — up 51% from $257M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DNL and 10 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 45 added.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Kestra Advisory Services, cutting an estimated $3.72M.

  • 91 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2023, down from 95 in Q4 2022.
  • Funds reported $387M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2023, up 51% quarter-over-quarter.
  • 10 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2023 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2023 was Bank of America, an estimated $15.9M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2023 was Kestra Advisory Services, an estimated $3.72M sold.

Based on aggregated 13F filings for Q1 2023.