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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
AAS
51
Avantax Advisory Services
Texas
$639K +$407 +11 +0.1%
FTUS
52
Flow Traders U.S.
New York
$596K -$1.05M -28,485 -63%
ATC
53
Argent Trust Co
Tennessee
$591K
AAS
54
Ameritas Advisory Services
Nebraska
$590K +$4.51K +122 +0.7%
AQR Capital Management
55
AQR Capital Management
Connecticut
$580K -$53K -1,432 -8%
TC
56
TownSquare Capital
Utah
$568K -$149K -4,029 -20%
MWM
57
Manske Wealth Management
Texas
$541K +$74 +2 +0%
SFG
58
Sowa Financial Group
Rhode Island
$509K +$44.4K +1,201 +9%
Creative Planning
59
Creative Planning
Kansas
$489K +$508K +13,718 New
DWM
60
Drive Wealth Management
Utah
$483K -$28.9K -781 -5%
UAG
61
United Advisor Group
Ohio
$474K +$8.18K +221 +2%
AAP
62
Arax Advisory Partners
Colorado
$458K +$86.8K +2,346 +22%
US Bancorp
63
US Bancorp
Minnesota
$408K
TCM
64
TD Capital Management
Tennessee
$402K -$1.22K -33 -0.3%
GWM
65
Geneos Wealth Management
Colorado
$400K +$217K +5,859 +110%
LSA
66
Lion Street Advisors
Texas
$381K +$259 +7 +0.1%
CWM
67
Cherrydale Wealth Management
New Jersey
$363K +$2.07K +56 +0.6%
RMAM
68
Raab & Moskowitz Asset Management
New Jersey
$342K -$15K -406 -4%
LFAS
69
Level Four Advisory Services
Texas
$250K +$740 +20 +0.3%
RWB
70
RMR Wealth Builders
New Jersey
$226K -$7.29K -197 -3%
WP
71
WealthPLAN Partners
Nebraska
$225K -$23.5K -636 -9%
RWP
72
Revolve Wealth Partners
New Jersey
$224K +$233K +6,284 New
LFA
73
Legacy Financial Advisors
Kentucky
$219K -$3.77M -101,915 -94%
SAG
74
SageView Advisory Group
California
$214K
MPW
75
Monterey Private Wealth
California
$212K +$220K +5,938 New

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.