WisdomTree Global ex-U.S. Quality Growth Fund
DNL
29 hedge funds and large institutions have $28.1M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
31% more capital invested
Capital invested by funds: $21.5M → $28.1M (+$6.58M)
16% more funds holding
Funds holding: 25 → 29 (+4)
12.5% more ownership
Funds ownership: 66.17% → 78.67% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.38M |
| 2 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$1.62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.44M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$663K |
| 5 |
Jane Street
New York
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$248K |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$82K |
| 3 |
Morgan Stanley
New York
|
-$79.6K |
| 4 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$30.9K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$18.1K |
DNL Hedge Fund Activity: Q1 2018 in Review
29 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2018, worth a combined $28.1M — up 31% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DNL positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.38M. The largest seller was Private Advisor Group, exiting entirely with an estimated $248K sold.
- 29 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $28.1M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2018, up 31% quarter-over-quarter.
- 7 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2018 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2018 was Citadel Advisors, an estimated $2.38M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2018 was Private Advisor Group, an estimated $248K sold.
Based on aggregated 13F filings for Q1 2018.