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

97 hedge funds and large institutions have $515M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $433M → $515M (+$82.3M)

6.34% more ownership

Funds ownership: 76.09% → 82.43% (+6.3%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 98 → 97 (-1)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.41%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
13
Increased
32
Reduced
38
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$43.5M
2
Jane Street
Jane Street
New York
+$5.65M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.3M
4
Wells Fargo
Wells Fargo
California
+$3.85M
5
NW
NewEdge Wealth
Pennsylvania
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.63M
2
EH
Equitable Holdings
New York
-$4.35M
3
Bank of America
Bank of America
North Carolina
-$2.35M
4
SL
Systelligence LLC
Minnesota
-$2.21M
5
FRA
FFG Retirement Advisors
Colorado
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
51
WealthPlan Investment Management
Nebraska
$811K +$41.8K +1,213 +6%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$756K +$40.8K +1,186 +6%
TA
53
TFG Advisers
Michigan
$700K +$1.45K +42 +0.2%
ATC
54
Argent Trust Co
Tennessee
$613K – – –
TCM
55
TD Capital Management
Tennessee
$606K +$51.2K +1,486 +10%
BRWA
56
B. Riley Wealth Advisors
Florida
$598K +$157K +4,563 +39%
CA
57
Cetera Advisors
Colorado
$499K +$46.6K +1,355 +11%
LSA
58
Lion Street Advisors
Texas
$478K +$275 +8 +0.1%
US Bancorp
59
US Bancorp
Minnesota
$422K – – –
DWM
60
Drive Wealth Management
Utah
$413K +$5.23K +152 +1%
RMAM
61
Raab & Moskowitz Asset Management
New Jersey
$379K – – –
CWM
62
Cherrydale Wealth Management
New Jersey
$368K +$964 +28 +0.3%
Osaic Holdings
63
Osaic Holdings
Arizona
$358K -$115K -3,340 -26%
Corient Private Wealth
64
Corient Private Wealth
Florida
$261K – – –
RA
65
Ruggaard & Associates
Ohio
$260K -$31.1K -903 -11%
SPIA
66
Steward Partners Investment Advisory
New York
$248K -$31K -900 -12%
GWM
67
Geneos Wealth Management
Colorado
$227K -$136K -3,950 -39%
HF
68
HRT Financial
New York
$224K +$209K +6,063 New
JWCA
69
J.W. Cole Advisors
Florida
$221K +$205K +5,967 New
SAG
70
SageView Advisory Group
California
$218K +$204K +5,917 New
FTUS
71
Flow Traders U.S.
New York
$215K +$200K +5,823 New
OFS
72
OneAscent Financial Services
Alabama
$214K +$199K +5,790 New
IWA
73
Inspirion Wealth Advisors
Illinois
$214K +$202K +5,864 New
FWM
74
Fiat Wealth Management
Minnesota
$210K +$196K +5,681 New
SIAS
75
Summit Investment Advisory Services
Minnesota
$203K +$189K +5,488 New
1 2
3
4 5

DNL Hedge Fund Activity: Q4 2023 in Review

97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2023, worth a combined $515M — up 19% from $433M a quarter earlier.

Fund positioning in DNL was balanced in Q4 2023: 13 funds opened new positions, 13 closed out, 32 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.5M. The largest seller was Royal Bank of Canada, cutting an estimated $4.63M.

  • 97 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2023, down from 98 in Q3 2023.
  • Funds reported $515M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2023, up 19% quarter-over-quarter.
  • 13 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2023 and 13 closed out, a net change of 0 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $43.5M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2023 was Royal Bank of Canada, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2023.