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WisdomTree Global ex-U.S. Quality Growth Fund

97 hedge funds and large institutions have $361M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

3% less capital invested

Capital invested by funds: $375M → $361M (-$13.1M)

3.07% less ownership

Funds ownership: 75.01%71.94% (-3.1%)

5% less funds holding

Funds holding: 10297 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
33
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$34.3M +$673K +16,905 +2%
Morgan Stanley
2
Morgan Stanley
New York
$33.5M -$210K -5,281 -0.6%
LPL Financial
3
LPL Financial
California
$25.8M -$343K -8,613 -1%
Bank of America
4
Bank of America
North Carolina
$24.9M -$196K -4,926 -0.8%
UBS Group
5
UBS Group
Switzerland
$23M +$1.21M +30,383 +6%
PAG
6
Private Advisor Group
New Jersey
$20.1M -$1.44M -36,121 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$20.1M -$220K -5,528 -1%
Wells Fargo
8
Wells Fargo
California
$18.6M +$538K +13,523 +3%
KFI
9
Key Financial Inc
Pennsylvania
$18.6M +$797K +20,011 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.9M -$1.38M -34,754 -7%
BW
11
BIP Wealth
Georgia
$9.85M +$70.2K +1,763 +0.7%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$8.7M +$337K +8,474 +4%
CPWA
13
Cerro Pacific Wealth Advisors
California
$8.3M +$760K +19,082 +10%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.61M -$1.9M -47,779 -20%
FTUS
15
Flow Traders U.S.
New York
$7.58M +$3.66M +91,944 +96%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.45M +$518K +13,001 +8%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$6.58M -$2.16M -54,267 -25%
Jane Street
18
Jane Street
New York
$5.03M +$739K +18,560 +18%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.55M +$1.34M +33,781 +43%
KAS
20
Kestra Advisory Services
Texas
$3.65M -$945K -23,725 -21%
IC
21
IEQ Capital
California
$3.11M
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.93M +$83.1K +2,087 +3%
Raymond James Financial
23
Raymond James Financial
Florida
$2.93M -$58.4K -1,468 -2%
WWA
24
Wealth Watch Advisors
Colorado
$2.92M +$44.5K +1,118 +2%
NW
25
NewEdge Wealth
Pennsylvania
$2.58M

DNL Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q3 2025, worth a combined $361M — down 3.5% from $375M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DNL and 6 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Flow Traders U.S., adding an estimated $3.66M. The largest seller was Equitable Holdings, cutting an estimated $6.39M.

  • 97 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q3 2025, down from 102 in Q2 2025.
  • Funds reported $361M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q3 2025, down 3.5% quarter-over-quarter.
  • 6 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q3 2025 and 9 closed out, a net change of -3 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q3 2025 was Flow Traders U.S., an estimated $3.66M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q3 2025 was Equitable Holdings, an estimated $6.39M sold.

Based on aggregated 13F filings for Q3 2025.