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

98 hedge funds and large institutions have $364M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3.47% more ownership

Funds ownership: 71.94% → 75.41% (+3.5%)

1% more funds holding

Funds holding: 97 → 98 (+1)

1% more capital invested

Capital invested by funds: $361M → $364M (+$2.26M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
31
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.8M
2
UBS Group
UBS Group
Switzerland
+$8.25M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$8.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.37M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.29M

Top Sellers

1
CPWA
Cerro Pacific Wealth Advisors
California
-$8.3M
2
Bank of America
Bank of America
North Carolina
-$7M
3
Wells Fargo
Wells Fargo
California
-$4.87M
4
Ameriprise
Ameriprise
Minnesota
-$4.77M
5
LPL Financial
LPL Financial
California
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51M +$16.8M +410,111 +50%
UBS Group
2
UBS Group
Switzerland
$31.8M +$8.25M +201,778 +35%
Ameriprise
3
Ameriprise
Minnesota
$30.1M -$4.77M -116,576 -14%
LPL Financial
4
LPL Financial
California
$21.8M -$4.43M -108,350 -17%
PAG
5
Private Advisor Group
New Jersey
$20.4M -$10.6K -260 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.3M -$1.09M -26,681 -5%
KFI
7
Key Financial Inc
Pennsylvania
$18.6M -$21.3K -521 -0.1%
Bank of America
8
Bank of America
North Carolina
$18.3M -$7M -171,223 -28%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$16.7M -$1.42M -34,799 -8%
Wells Fargo
10
Wells Fargo
California
$14M -$4.87M -119,019 -26%
BW
11
BIP Wealth
Georgia
$10.5M +$453K +11,076 +5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$9.9M +$8.01M +195,811 +441%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$9.08M +$225K +5,499 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.97M +$1.37M +33,585 +18%
JP Morgan Chase
15
JP Morgan Chase
New York
$7.95M +$203K +4,968 +3%
SWP
16
ShoreHaven Wealth Partners
New Jersey
$6.86M +$159K +3,889 +2%
FTUS
17
Flow Traders U.S.
New York
$5.48M -$2.23M -54,454 -29%
Jane Street
18
Jane Street
New York
$4.25M -$864K -21,115 -17%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.34M -$1.28M -31,277 -28%
IC
20
IEQ Capital
California
$3.17M – – –
WWA
21
Wealth Watch Advisors
Colorado
$2.93M -$41K -1,003 -1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.93M -$51.2K -1,251 -2%
Raymond James Financial
23
Raymond James Financial
Florida
$2.72M -$257K -6,294 -9%
KAS
24
Kestra Advisory Services
Texas
$2.69M -$1.01M -24,689 -27%
CWM
25
Collaborative Wealth Management
Florida
$2.4M +$244K +5,959 +11%
1
2 3 4 5

DNL Hedge Fund Activity: Q4 2025 in Review

98 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2025, worth a combined $364M — up 0.63% from $361M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DNL positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.8M. The largest seller was Cerro Pacific Wealth Advisors, exiting entirely with an estimated $8.3M sold.

  • 98 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2025, up from 97 in Q3 2025.
  • Funds reported $364M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2025, up 0.63% quarter-over-quarter.
  • 10 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2025 and 7 closed out, a net change of +3 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2025 was Morgan Stanley, an estimated $16.8M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2025 was Cerro Pacific Wealth Advisors, an estimated $8.3M sold.

Based on aggregated 13F filings for Q4 2025.