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

92 hedge funds and large institutions have $319M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

186% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 14

17% more capital invested

Capital invested by funds: $273M → $319M (+$46.7M)

16% more funds holding

Funds holding: 79 → 92 (+13)

3.72% more ownership

Funds ownership: 64.8% → 68.52% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
40
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LFA
Legacy Financial Advisors
Kentucky
+$11.6M
2
Morgan Stanley
Morgan Stanley
New York
+$3.33M
3
KFI
Key Financial Inc
Pennsylvania
+$2.13M
4
LPL Financial
LPL Financial
California
+$1.43M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.5M
2
Jane Street
Jane Street
New York
-$6.35M
3
BAM
Belpointe Asset Management
Nevada
-$660K
4
LFAS
Level Four Advisory Services
Texas
-$633K
5
FTUS
Flow Traders U.S.
New York
-$566K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$2.28M +$512K +12,174 +30%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$2.2M +$272K +6,476 +15%
WDL
28
Well Done LLC
Michigan
$1.88M -$5.93K -141 -0.3%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.83M +$165K +3,921 +10%
SAM
30
Secure Asset Management
Michigan
$1.57M +$178K +4,220 +13%
HWM
31
Howard Wealth Management
Connecticut
$1.4M +$171K +4,062 +14%
PA
32
Procyon Advisors
Connecticut
$1.4M +$19K +451 +1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.36M +$89.4K +2,124 +7%
TA
34
TFG Advisers
Michigan
$1.34M +$75.4K +1,791 +6%
PA
35
PFG Advisors
Arizona
$1.23M +$121K +2,886 +11%
BA
36
Bridge Advisory
California
$1.23M +$65.1K +1,546 +6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$1.19M +$109K +2,585 +10%
Citadel Advisors
38
Citadel Advisors
Florida
$1.14M +$1.1M +26,136 New
Jane Street
39
Jane Street
New York
$1M -$6.35M -150,954 -87%
HAS
40
HBW Advisory Services
California
$995K +$66.4K +1,579 +7%
CWM
41
Collaborative Wealth Management
Florida
$908K +$877K +20,843 New
OMC
42
Old Mission Capital
Illinois
$884K +$153K +3,628 +22%
SWP
43
Stratos Wealth Partners
Ohio
$863K +$126 +3 +0%
IFS
44
Ifrah Financial Services
Arkansas
$823K +$513K +12,200 +183%
CWM
45
Cherrydale Wealth Management
New Jersey
$661K +$639K +15,179 New
SFS
46
Sowell Financial Services
Arkansas
$661K +$639K +15,179 New
WP
47
WealthPLAN Partners
Nebraska
$617K +$25.8K +612 +4%
PCIG
48
Partners Capital Investment Group
Massachusetts
$614K +$194K +4,600 +48%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$613K – – –
TCM
50
TD Capital Management
Tennessee
$568K +$1.05K +25 +0.2%
1
2
3 4

DNL Hedge Fund Activity: Q4 2021 in Review

92 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2021, worth a combined $319M — up 17% from $273M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DNL positions and 4 closed out — a net gain of 14 holders — while 40 added to existing stakes and 14 trimmed.

The largest buyer was Legacy Financial Advisors, opening a new position worth an estimated $11.6M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 92 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $319M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 18 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2021 and 4 closed out, a net change of +14 holders.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2021 was Legacy Financial Advisors, an estimated $11.6M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2021 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2021.