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

58 hedge funds and large institutions have $183M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

38% more capital invested

Capital invested by funds: $133M → $183M (+$50.1M)

21% more funds holding

Funds holding: 48 → 58 (+10)

6% more ownership

Funds ownership: 119.8% → 125.8% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
22
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.6M
2
BRWA
B. Riley Wealth Advisors
Florida
+$9.06M
3
PAG
Private Advisor Group
New Jersey
+$4.18M
4
Ameriprise
Ameriprise
Minnesota
+$3.58M
5
Bank of America
Bank of America
North Carolina
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
SMG
Smart Money Group
Texas
-$3.62M
2
Jane Street
Jane Street
New York
-$3.23M
3
Wells Fargo
Wells Fargo
California
-$2.87M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
5
LFAS
Level Four Advisory Services
Texas
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PFG Advisors
Arizona
$691K +$96.8K +2,736 +18%
WP
27
WealthPLAN Partners
Nebraska
$679K -$97.6K -2,756 -14%
FTUS
28
Flow Traders U.S.
New York
$676K +$92.3K +2,608 +17%
HWM
29
Howard Wealth Management
Connecticut
$657K -$32.5K -918 -5%
Osaic Holdings
30
Osaic Holdings
Arizona
$575K +$209K +5,912 +65%
IFS
31
Ifrah Financial Services
Arkansas
$548K -$6.66K -188 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$512K – – –
COF
33
Capital One Financial
Virginia
$510K -$60K -1,696 -11%
TA
34
TFG Advisers
Michigan
$504K +$256K +7,234 +120%
US Bancorp
35
US Bancorp
Minnesota
$435K – – –
MCC
36
Money Concepts Capital
Florida
$422K +$392K +11,080 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$391K +$364K +10,274 New
SPC
38
Sigma Planning Corp
Michigan
$285K +$265K +7,478 New
BDF
39
Balasa Dinverno & Foltz
$269K -$48.3K -1,364 -16%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$266K +$247K +6,990 New
SFS
41
Sowell Financial Services
Arkansas
$261K +$94.9K +2,680 +64%
TCM
42
TD Capital Management
Tennessee
$250K +$128K +3,604 +121%
TAM
43
Townsend Asset Management
North Carolina
$234K +$212 +6 +0.1%
IWA
44
Inspirion Wealth Advisors
Illinois
$223K +$208K +5,864 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$14.6K +412 +8%
CAN
46
Cetera Advisor Networks
California
$211K +$196K +5,532 New
KFI
47
Key Financial Inc
Pennsylvania
$209K +$195K +5,498 New
LF
48
Lantz Financial
Illinois
$208K +$193K +5,462 New
CFA
49
Carroll Financial Associates
North Carolina
$92K -$12.1K -342 -12%
PA
50
Perennial Advisors
New York
$18K +$16.5K +466 New
1
2
3

DNL Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2020, worth a combined $183M — up 38% from $133M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DNL positions and 5 closed out — a net gain of 10 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.6M. The largest seller was Smart Money Group, exiting entirely with an estimated $3.62M sold.

  • 58 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $183M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2020, up 38% quarter-over-quarter.
  • 15 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2020 and 5 closed out, a net change of +10 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2020 was Morgan Stanley, an estimated $10.6M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2020 was Smart Money Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2020.