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WisdomTree Global ex-U.S. Quality Growth Fund

105 hedge funds and large institutions have $354M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% less ownership

Funds ownership: 77.26%74.16% (-3.1%)

4% less funds holding

Funds holding: 109105 (-4)

19% less capital invested

Capital invested by funds: $440M → $354M (-$85.3M)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
35
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
IEQ Capital
California
$2.74M
Raymond James Financial
27
Raymond James Financial
Florida
$2.68M -$1.07M -28,851 -28%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.49M -$1.36M -36,855 -35%
NW
29
NewEdge Wealth
Pennsylvania
$2.32M -$75.9K -2,050 -3%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.12M -$25.8M -695,943 -92%
IWM
31
IHT Wealth Management
Illinois
$2.1M +$69.7K +1,884 +3%
CWM
32
Collaborative Wealth Management
Florida
$1.98M -$9.03K -244 -0.4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.87M +$103K +2,780 +6%
Citadel Advisors
34
Citadel Advisors
Florida
$1.76M -$501K -13,548 -22%
FSG
35
Financial Strategies Group
Michigan
$1.65M -$86.6K -2,341 -5%
WDL
36
Well Done LLC
Michigan
$1.58M +$5.11K +138 +0.3%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.55M +$13.7K +371 +0.9%
MFF
38
Michels Family Financial
Texas
$1.5M +$24.1K +650 +2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.46M -$932K -25,196 -38%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.21M +$716K +19,336 +132%
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.2M +$46.7K +1,262 +4%
SWP
42
Stratos Wealth Partners
Ohio
$1.02M -$894K -24,151 -46%
CF
43
Cyr Financial
Illinois
$971K -$181K -4,884 -15%
HWM
44
Howard Wealth Management
Connecticut
$909K -$740 -20 -0.1%
WIM
45
WealthPlan Investment Management
Nebraska
$895K +$42.1K +1,138 +5%
TA
46
Tectonic Advisors
Texas
$849K -$272K -7,350 -24%
EW
47
Element Wealth
Mississippi
$819K +$10.7K +290 +1%
TA
48
TFG Advisers
Michigan
$799K -$31.6K -854 -4%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$778K +$27.8K +750 +4%
RA
50
Ruggaard & Associates
Ohio
$662K +$97.9K +2,646 +17%

DNL Hedge Fund Activity: Q1 2025 in Review

105 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2025, worth a combined $354M — down 19% from $440M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DNL and 6 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 35 added.

The largest buyer was Jane Street, adding an estimated $12M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $25.8M.

  • 105 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2025, down from 109 in Q4 2024.
  • Funds reported $354M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2025, down 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2025 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2025 was Jane Street, an estimated $12M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2025 was Carson Wealth (CWM LLC), an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2025.