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WisdomTree Global ex-U.S. Quality Growth Fund

108 hedge funds and large institutions have $481M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

3% more funds holding

Funds holding: 105108 (+3)

1.57% more ownership

Funds ownership: 73.98%75.55% (+1.6%)

0% less capital invested

Capital invested by funds: $483M → $481M (-$1.8M)

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
10
Increased
54
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$802K +$16.4K +422 +2%
AAS
52
Avantax Advisory Services
Texas
$715K +$16.6K +427 +2%
Osaic Holdings
53
Osaic Holdings
Arizona
$682K -$32.1K -826 -5%
EW
54
Element Wealth
Mississippi
$668K +$618K +15,921 +1,365%
ATC
55
Argent Trust Co
Tennessee
$647K
DWM
56
Drive Wealth Management
Utah
$548K +$49.4K +1,271 +10%
GAM
57
Gotham Asset Management
New York
$540K -$1.51K -39 -0.3%
RA
58
Ruggaard & Associates
Ohio
$505K +$157K +4,031 +45%
SFS
59
Sowell Financial Services
Arkansas
$495K +$3.57K +92 +0.7%
LSA
60
Lion Street Advisors
Texas
$483K -$22.1K -570 -4%
KW
61
KWB Wealth
California
$476K
UAG
62
United Advisor Group
Ohio
$448K +$245K +6,308 +122%
US Bancorp
63
US Bancorp
Minnesota
$446K
BRWA
64
B. Riley Wealth Advisors
Florida
$414K -$39.6K -1,020 -9%
TCM
65
TD Capital Management
Tennessee
$413K +$12.2K +315 +3%
RMAM
66
Raab & Moskowitz Asset Management
New Jersey
$400K +$78 +2 +0%
CWM
67
Cherrydale Wealth Management
New Jersey
$393K +$2.84K +73 +0.7%
SPIA
68
Steward Partners Investment Advisory
New York
$393K +$119K +3,075 +44%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$366K -$4.24M -109,130 -92%
AI
70
Atria Investments
North Carolina
$352K +$350K +9,001 New
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$328K +$41.1K +1,059 +15%
Corient Private Wealth
72
Corient Private Wealth
Florida
$276K
LFAS
73
Level Four Advisory Services
Texas
$264K -$2.56M -65,798 -91%
TC
74
TownSquare Capital
Utah
$248K +$3.92K +101 +2%
WP
75
WealthPLAN Partners
Nebraska
$238K +$11.3K +291 +5%

DNL Hedge Fund Activity: Q2 2024 in Review

108 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q2 2024, worth a combined $481M — down 0.37% from $483M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DNL positions and 5 closed out — a net gain of 5 holders — while 54 added to existing stakes and 25 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $4.35M. The largest seller was Systelligence LLC, exiting entirely with an estimated $6.48M sold.

  • 108 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $481M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q2 2024, down 0.37% quarter-over-quarter.
  • 10 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q2 2024 and 5 closed out, a net change of +5 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q2 2024 was Equitable Holdings, an estimated $4.35M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q2 2024 was Systelligence LLC, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2024.