Who owns WisdomTree Global ex-U.S. Quality Growth Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DNL from SEC Form 13F filings across 102 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 102 institutions disclosed 7.5M shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $347.5M — about 69.8% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
102
13F holders
$347.5M
value, 2026 filers
69.8%
of shares outstanding (7.5M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DNL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.3M | $58.4M | 0.0% | 11.7% | +1.7% |
| 2 | UBS Group AG | 696,129 | $32.1M | 0.0% | 6.5% | +0.4% |
| 3 | Private Advisor Group, LLC | 541,897 | $25.0M | 0.1% | 5% | +7.9% |
| 4 | AMERIPRISE FINANCIAL INC | 494,824 | $22.9M | 0.0% | 4.6% | -0.3% |
| 5 | LPL Financial LLC | 483,790 | $22.3M | 0.0% | 4.5% | -8.7% |
| 6 | Key Financial Inc | 452,268 | $20.9M | 3.4% | 4.2% | -2.3% |
| 7 | ROYAL BANK OF CANADA | 430,459 | $19.9M | 0.0% | 4% | -1.1% |
| 8 | BANK OF AMERICA CORP /DE/ | 415,717 | $19.2M | 0.0% | 3.9% | -1.1% |
| 9 | BIP Wealth, LLC | 258,717 | $11.9M | 0.3% | 2.4% | +6.7% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 228,542 | $10.6M | 0.0% | 2.1% | +3.0% |
| 11 | WELLS FARGO & COMPANY/MN | 220,712 | $10.2M | 0.0% | 2% | -10.5% |
| 12 | JPMORGAN CHASE & CO | 206,435 | $9.4M | 0.0% | 1.9% | +0.8% |
| 13 | ShoreHaven Wealth Partners, LLC | 176,021 | $8.1M | 2.6% | 1.6% | +1.5% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 172,379 | $8.0M | 0.0% | 1.6% | -10.8% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 155,092 | $7.2M | 0.0% | 1.4% | +78.7% |
| 16 | Kestra Advisory Services, LLC | 93,394 | $4.3M | 0.0% | 0.9% | -20.1% |
| 17 | Cetera Investment Advisers | 77,551 | $3.6M | 0.0% | 0.7% | +2.2% |
| 18 | IEQ CAPITAL, LLC | 76,836 | $3.5M | 0.0% | 0.7% | 0.0% |
| 19 | Cambridge Investment Research Advisors, Inc. | 56,875 | $2.6M | 0.0% | 0.5% | +0.1% |
| 20 | Wealth Watch Advisors, INCNEW | 51,756 | $2.4M | 0.8% | 0.5% | new |
| 21 | Collaborative Wealth Managment Inc. | 49,192 | $2.3M | 1.0% | 0.5% | -17.1% |
| 22 | Well Done, LLC | 47,681 | $2.2M | 0.3% | 0.4% | +5.7% |
| 23 | NewEdge Wealth, LLC | 47,586 | $2.2M | 0.0% | 0.4% | -7.6% |
| 24 | Michels Family Financial, LLC | 46,264 | $2.1M | 1.4% | 0.4% | +3.6% |
| 25 | Breakwater Capital Group | 46,237 | $2.1M | 0.3% | 0.4% | -1.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.