WisdomTree Global ex-U.S. Quality Growth Fund
DNL
39 hedge funds and large institutions have $92.5M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
88% more capital invested
Capital invested by funds: $49.2M → $92.5M (+$43.4M)
30% more funds holding
Funds holding: 30 → 39 (+9)
9.82% more ownership
Funds ownership: 105.71% → 115.53% (+9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$8.19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.59M |
| 3 |
Morgan Stanley
New York
|
+$5.79M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.98M |
| 5 |
ACWM
Adams Chetwood Wealth Management
Durham,
North Carolina
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$920K |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$311K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$258K |
| 4 |
MNBTD
Moody National Bank Trust Division
Galveston,
Texas
|
-$229K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$80.7K |
DNL Hedge Fund Activity: Q2 2020 in Review
39 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q2 2020, worth a combined $92.5M — up 88% from $49.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DNL positions and 6 closed out — a net gain of 9 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Level Four Advisory Services, adding an estimated $8.19M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $920K sold.
- 39 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q2 2020, up from 30 in Q1 2020.
- Funds reported $92.5M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q2 2020, up 88% quarter-over-quarter.
- 15 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q2 2020 and 6 closed out, a net change of +9 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q2 2020 was Level Four Advisory Services, an estimated $8.19M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q2 2020 was Flow Traders U.S., an estimated $920K sold.
Based on aggregated 13F filings for Q2 2020.