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

109 hedge funds and large institutions have $440M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

2.24% more ownership

Funds ownership: 75.02% → 77.26% (+2.2%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% less funds holding

Funds holding: 112 → 109 (-3)

7% less capital invested

Capital invested by funds: $473M → $440M (-$33M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% 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
14
Increased
48
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.47M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.49M
3
SWP
ShoreHaven Wealth Partners
New Jersey
+$2.43M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.37M
5
EH
Equitable Holdings
New York
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
CF
Cyr Financial
Illinois
-$5.03M
2
UBS Group
UBS Group
Switzerland
-$4.45M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.28M
4
PAG
Private Advisor Group
New Jersey
-$1.59M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
26
Integrity Financial
Wyoming
$3.09M +$50.1K +1,332 +2%
BCG
27
Breakwater Capital Group
New Jersey
$3.04M -$71.3K -1,896 -2%
IC
28
IEQ Capital
California
$2.76M – – –
WWA
29
Wealth Watch Advisors
Colorado
$2.71M +$2.84M +75,456 New
Stifel Financial
30
Stifel Financial
Missouri
$2.7M +$108K +2,860 +4%
NW
31
NewEdge Wealth
Pennsylvania
$2.41M -$218K -5,782 -8%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.38M +$2.49M +66,164 New
Citadel Advisors
33
Citadel Advisors
Florida
$2.27M +$1.66M +44,041 +233%
IWM
34
IHT Wealth Management
Illinois
$2.05M -$250K -6,644 -10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.03M +$1.81M +48,056 +574%
CWM
36
Collaborative Wealth Management
Florida
$2M -$6.74K -179 -0.3%
SWP
37
Stratos Wealth Partners
Ohio
$1.9M +$933K +24,785 +89%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.79M +$83.5K +2,220 +5%
FSG
39
Financial Strategies Group
Michigan
$1.77M +$460K +12,215 +33%
WDL
40
Well Done LLC
Michigan
$1.73M – – –
FTUS
41
Flow Traders U.S.
New York
$1.63M +$455K +12,087 +37%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.57M -$177K -4,705 -10%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.55M +$122K +3,251 +8%
MFF
44
Michels Family Financial
Texas
$1.49M +$1.56M +41,452 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$1.17M +$29.8K +791 +2%
CF
46
Cyr Financial
Illinois
$1.15M -$5.03M -133,798 -81%
TA
47
Tectonic Advisors
Texas
$1.12M +$4.37K +116 +0.4%
HWM
48
Howard Wealth Management
Connecticut
$918K -$21.1K -560 -2%
WIM
49
WealthPlan Investment Management
Nebraska
$862K +$48.4K +1,287 +6%
TA
50
TFG Advisers
Michigan
$837K -$5.91K -157 -0.7%
1
2
3 4 5

DNL Hedge Fund Activity: Q4 2024 in Review

109 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2024, worth a combined $440M — down 7% from $473M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DNL positions and 13 closed out — a net gain of 1 holder — while 48 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $7.47M. The largest seller was Cyr Financial, cutting an estimated $5.03M.

  • 109 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2024, down from 112 in Q3 2024.
  • Funds reported $440M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2024, down 7% quarter-over-quarter.
  • 14 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2024 and 13 closed out, a net change of +1 holder.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2024 was Bank of America, an estimated $7.47M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2024 was Cyr Financial, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2024.