WisdomTree Global ex-U.S. Quality Growth Fund
DNL
97 hedge funds and large institutions have $515M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 13 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more capital invested
Capital invested by funds: $433M → $515M (+$82.3M)
6.34% more ownership
Funds ownership: 76.09% → 82.43% (+6.3%)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
1% less funds holding
Funds holding: 98 → 97 (-1)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$43.5M |
| 2 |
Jane Street
New York
|
+$5.65M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.85M |
| 5 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.63M |
| 2 |
EH
Equitable Holdings
New York
|
-$4.35M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.35M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.21M |
| 5 |
FRA
FFG Retirement Advisors
Centennial,
Colorado
|
-$1.96M |
DNL Hedge Fund Activity: Q4 2023 in Review
97 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2023, worth a combined $515M — up 19% from $433M a quarter earlier.
Fund positioning in DNL was balanced in Q4 2023: 13 funds opened new positions, 13 closed out, 32 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $43.5M. The largest seller was Royal Bank of Canada, cutting an estimated $4.63M.
- 97 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2023, down from 98 in Q3 2023.
- Funds reported $515M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2023, up 19% quarter-over-quarter.
- 13 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2023 and 13 closed out, a net change of 0 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $43.5M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2023 was Royal Bank of Canada, an estimated $4.63M sold.
Based on aggregated 13F filings for Q4 2023.