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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$238K
SAG
77
SageView Advisory Group
California
$234K +$232K +5,985 New
IWA
78
Inspirion Wealth Advisors
Illinois
$229K
OFS
79
OneAscent Financial Services
Alabama
$226K
GWM
80
Geneos Wealth Management
Colorado
$223K +$4.97K +128 +2%
JWCA
81
J.W. Cole Advisors
Florida
$216K +$7.54K +194 +4%
Comerica Bank
82
Comerica Bank
Texas
$186K -$1.9K -49 -1%
AF
83
Advisornet Financial
Minnesota
$172K
AF
84
Allworth Financial
California
$165K -$2.76K -71 -2%
FCA
85
FinTrust Capital Advisors
South Carolina
$98.7K +$660 +17 +0.7%
PS
86
Principal Securities
Iowa
$97K +$311 +8 +0.3%
PTC
87
Private Trust Company
Ohio
$80.4K +$3.11K +80 +4%
FCT
88
First Community Trust
Iowa
$78.2K
TAM
89
Tucker Asset Management
Colorado
$62.7K +$19.5K +503 +46%
RIA
90
Realta Investment Advisors
Delaware
$59.2K +$12.1K +311 +26%
IA
91
IFP Advisors
Florida
$58.6K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$33.1K +$29.3K +754 +802%
CA
93
CoreCap Advisors
Michigan
$31.4K
IAIM
94
International Assets Investment Management
Florida
$31.3K +$31.1K +800 New
Jones Financial Companies
95
Jones Financial Companies
Missouri
$23.6K +$23.5K +604 New
S
96
SignatureFD
Georgia
$22.5K +$22.3K +575 New
FFA
97
Farther Finance Advisors
California
$17.7K +$17.6K +454 New
FRA
98
Front Row Advisors
California
$17.2K
SMA
99
Sage Mountain Advisors
Georgia
$16.9K +$16.8K +433 New
HIIFS
100
Harel Insurance Investments & Financial Services
Israel
$11K

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.