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

98 hedge funds and large institutions have $364M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3.47% more ownership

Funds ownership: 71.94% → 75.41% (+3.5%)

1% more funds holding

Funds holding: 97 → 98 (+1)

1% more capital invested

Capital invested by funds: $361M → $364M (+$2.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.8M
2
UBS Group
UBS Group
Switzerland
+$8.25M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$8.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.29M

Top Sellers

1
CPWA
Cerro Pacific Wealth Advisors
California
-$8.3M
2
Bank of America
Bank of America
North Carolina
-$7M
3
Wells Fargo
Wells Fargo
California
-$4.87M
4
Ameriprise
Ameriprise
Minnesota
-$4.77M
5
LPL Financial
LPL Financial
California
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$500K -$18.6K -455 -4%
US Bancorp
52
US Bancorp
Minnesota
$495K +$24.5K +600 +5%
UAG
53
United Advisor Group
Ohio
$469K -$16.6K -405 -3%
BRWA
54
B. Riley Wealth Advisors
Florida
$464K +$70.9K +1,733 +18%
RMAM
55
Raab & Moskowitz Asset Management
New Jersey
$439K – – –
CWM
56
Cherrydale Wealth Management
New Jersey
$428K +$2.41K +59 +0.6%
IA
57
Integrity Alliance
Iowa
$427K +$424K +10,364 New
Osaic Holdings
58
Osaic Holdings
Arizona
$426K -$309K -7,561 -42%
AQR Capital Management
59
AQR Capital Management
Connecticut
$415K – – –
TCM
60
TD Capital Management
Tennessee
$365K +$25.2K +615 +7%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$339K +$30.1K +735 +10%
VF
62
Virtu Financial
New York
$314K -$1.89M -46,323 -86%
GWM
63
Geneos Wealth Management
Colorado
$260K +$4.91K +120 +2%
PS
64
Principal Securities
Iowa
$258K +$13.4K +328 +6%
LFAS
65
Level Four Advisory Services
Texas
$257K +$12.4K +304 +5%
SAG
66
SageView Advisory Group
California
$247K – – –
VA
67
VestGen Advisors
Illinois
$241K +$240K +5,858 New
Jones Financial Companies
68
Jones Financial Companies
Missouri
$232K +$11.3K +277 +5%
VCP
69
Verus Capital Partners
Arizona
$219K +$3.6K +88 +2%
Comerica Bank
70
Comerica Bank
Texas
$218K -$491 -12 -0.2%
JWCA
71
J.W. Cole Advisors
Florida
$217K +$216K +5,276 New
CT
72
Colonial Trust
South Carolina
$202K – – –
AF
73
Allworth Financial
California
$150K -$14.5K -355 -9%
SPIA
74
Steward Partners Investment Advisory
New York
$143K – – –
PTC
75
Private Trust Company
Ohio
$120K – – –
1 2
3
4 5

DNL Hedge Fund Activity: Q4 2025 in Review

98 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2025, worth a combined $364M — up 0.63% from $361M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DNL positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.8M. The largest seller was Cerro Pacific Wealth Advisors, exiting entirely with an estimated $8.3M sold.

  • 98 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2025, up from 97 in Q3 2025.
  • Funds reported $364M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2025, up 0.63% quarter-over-quarter.
  • 10 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2025 and 7 closed out, a net change of +3 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2025 was Morgan Stanley, an estimated $16.8M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2025 was Cerro Pacific Wealth Advisors, an estimated $8.3M sold.

Based on aggregated 13F filings for Q4 2025.