WisdomTree Global ex-U.S. Quality Growth Fund
DNL
110 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, 49 increasing their positions, 27 reducing their positions, and 13 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 27
2.25% more ownership
Funds ownership: 75.08% → 77.33% (+2.2%)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
3% less funds holding
Funds holding: 113 → 110 (-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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.47M |
| 2 |
Rockefeller Capital Management
New York
|
+$2.49M |
| 3 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$2.43M |
| 4 |
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
Hennepin,
Illinois
|
-$5.03M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.45M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.28M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.59M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.31M |
DNL Hedge Fund Activity: Q4 2024 in Review
110 of the 7,607 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 49 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.
- 110 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2024, down from 113 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.