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WisdomTree Global ex-U.S. Quality Growth Fund

112 hedge funds and large institutions have $473M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 108112 (+4)

0.53% less ownership

Funds ownership: 75.55%75.02% (-0.53%)

2% less capital invested

Capital invested by funds: $481M → $473M (-$8.46M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
51
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
101
Sage Mountain Advisors
Georgia
$17.1K
NA
102
NewEdge Advisors
Louisiana
$15.6K -$1.34M -34,386 -99%
NFA
103
Northwest Financial Advisors
Virginia
$11.5K +$11.4K +292 New
HIIFS
104
Harel Insurance Investments & Financial Services
Israel
$11K
FFA
105
Farther Finance Advisors
California
$8.15K -$9.64K -247 -54%
AWM
106
Avior Wealth Management
Nebraska
$7.19K
OIA
107
Optimum Investment Advisors
Illinois
$5.83K
CFGS
108
Concourse Financial Group Securities
Alabama
$4.73K
CFD
109
Creative Financial Designs
Indiana
$4.53K
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4.37K +112 New
HI
111
Harbour Investments
Wisconsin
$2.32K
CIAS
112
Capital Investment Advisory Services
North Carolina
$802
MCM
113
Mainstay Capital Management
Michigan
-$1.56M -39,970 Closed
AI
114
Atria Investments
North Carolina
-$352K -9,001 Closed
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
-$328K -8,108 Closed
OFS
116
OneAscent Financial Services
Alabama
-$226K -5,790 Closed
RIA
117
Realta Investment Advisors
Delaware
-$59.2K -1,516 Closed
IAIM
118
International Assets Investment Management
Florida
-$31.3K -800 Closed
TWC
119
TD Waterhouse Canada
Ontario, Canada
-$195 -5 Closed
Citigroup
120
Citigroup
New York
-$78 -2 Closed

DNL Hedge Fund Activity: Q3 2024 in Review

112 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q3 2024, worth a combined $473M — down 1.8% from $481M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DNL positions and 8 closed out — a net gain of 4 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $6.05M. The largest seller was Legacy Financial Advisors, cutting an estimated $13.7M.

  • 112 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q3 2024, up from 108 in Q2 2024.
  • Funds reported $473M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q3 2024, down 1.8% quarter-over-quarter.
  • 12 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q3 2024 was Jane Street, an estimated $6.05M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q3 2024 was Legacy Financial Advisors, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2024.