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

109 hedge funds and large institutions have $440M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

2.24% more ownership

Funds ownership: 75.02% → 77.26% (+2.2%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% less funds holding

Funds holding: 112 → 109 (-3)

7% less capital invested

Capital invested by funds: $473M → $440M (-$33M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
14
Increased
48
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.47M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.49M
3
SWP
ShoreHaven Wealth Partners
New Jersey
+$2.43M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.37M
5
EH
Equitable Holdings
New York
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
CF
Cyr Financial
Illinois
-$5.03M
2
UBS Group
UBS Group
Switzerland
-$4.45M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.28M
4
PAG
Private Advisor Group
New Jersey
-$1.59M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
76
RMR Wealth Builders
New Jersey
$235K +$246K +6,544 New
SPIA
77
Steward Partners Investment Advisory
New York
$225K -$149K -3,950 -39%
SAG
78
SageView Advisory Group
California
$215K – – –
IWA
79
Inspirion Wealth Advisors
Illinois
$214K – – –
OFS
80
OneAscent Financial Services
Alabama
$209K +$218K +5,790 New
GWM
81
Geneos Wealth Management
Colorado
$192K -$1.35K -36 -0.7%
CT
82
Colonial Trust
South Carolina
$177K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$168K +$6.89K +183 +4%
AF
84
Allworth Financial
California
$156K – – –
PS
85
Principal Securities
Iowa
$108K +$151 +4 +0.1%
PTC
86
Private Trust Company
Ohio
$79.2K – – –
FCT
87
First Community Trust
Iowa
$72K – – –
TAM
88
Tucker Asset Management
Colorado
$57.5K -$226 -6 -0.4%
AF
89
Advisornet Financial
Minnesota
$57.2K -$106K -2,810 -64%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$57.2K +$414 +11 +0.7%
IA
91
IFP Advisors
Florida
$54K – – –
MWA
92
Medallion Wealth Advisors
Connecticut
$43.9K +$45.9K +1,219 New
BBHC
93
Brown Brothers Harriman & Co
New York
$41.4K +$43.3K +1,151 New
AWM
94
AE Wealth Management
Kansas
$41.3K +$43.2K +1,148 New
RCA
95
Runnymede Capital Advisors
Ohio
$25.5K +$26.7K +710 New
AWM
96
Avior Wealth Management
Nebraska
$20.3K +$14.4K +382 +136%
S
97
SignatureFD
Georgia
$18K – – –
NA
98
NewEdge Advisors
Louisiana
$16.4K +$2.18K +58 +15%
FRA
99
Front Row Advisors
California
$15.9K – – –
SMA
100
Sage Mountain Advisors
Georgia
$15.6K – – –
1 2 3
4
5

DNL Hedge Fund Activity: Q4 2024 in Review

109 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2024, worth a combined $440M — down 7% from $473M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DNL positions and 13 closed out — a net gain of 1 holder — while 48 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $7.47M. The largest seller was Cyr Financial, cutting an estimated $5.03M.

  • 109 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2024, down from 112 in Q3 2024.
  • Funds reported $440M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2024, down 7% quarter-over-quarter.
  • 14 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2024 and 13 closed out, a net change of +1 holder.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2024 was Bank of America, an estimated $7.47M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2024 was Cyr Financial, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2024.