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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
WIM
51
WealthPlan Investment Management
Nebraska
$669K -$104K -2,995 -14%
TA
52
TFG Advisers
Michigan
$613K +$4.81K +139 +0.8%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$532K -$226K -6,534 -30%
TCM
54
TD Capital Management
Tennessee
$492K -$8.23K -238 -2%
LSA
55
Lion Street Advisors
Texas
$457K +$115K +3,314 +35%
SPIA
56
Steward Partners Investment Advisory
New York
$414K +$355K +10,275 +734%
US Bancorp
57
US Bancorp
Minnesota
$405K – – –
Citigroup
58
Citigroup
New York
$370K -$449 -13 -0.1%
SWP
59
Stratos Wealth Partners
Ohio
$367K -$358K -10,362 -50%
CA
60
Cetera Advisors
Colorado
$361K +$27K +780 +8%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$352K +$42.6K +1,233 +14%
CWM
62
Cherrydale Wealth Management
New Jersey
$348K +$1.52K +44 +0.5%
DWM
63
Drive Wealth Management
Utah
$336K +$328K +9,475 New
RMAM
64
Raab & Moskowitz Asset Management
New Jersey
$328K +$60.5K +1,750 +23%
CA
65
Claro Advisors
Massachusetts
$301K +$294K +8,490 New
BA
66
Bridge Advisory
California
$281K -$1.13M -32,667 -80%
RWP
67
Revolve Wealth Partners
New Jersey
$277K +$2.46K +71 +0.9%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$266K +$259K +7,496 New
AF
69
Allworth Financial
California
$264K -$240K -6,942 -48%
IWC
70
Integrated Wealth Concepts
Massachusetts
$255K +$14.4K +417 +6%
GWM
71
Geneos Wealth Management
Colorado
$250K -$53.5K -1,546 -18%
GWP
72
Gateway Wealth Partners
Wisconsin
$231K – – –
IWA
73
Inspirion Wealth Advisors
Illinois
$208K +$203K +5,864 New
WP
74
WealthPLAN Partners
Nebraska
$190K -$574K -16,590 -76%
AF
75
Advisornet Financial
Minnesota
$156K – – –
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.