We are live on ! Find out more
DNL icon

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

89 hedge funds and large institutions have $407M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

171% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $319M → $407M (+$87.1M)

7.98% more ownership

Funds ownership: 68.52% → 76.51% (+8%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 92 → 89 (-3)

Holders
89
Holders Change
-3
Holders Change %
-3.26%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
13
Increased
46
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$55.5M
2
UBS Group
UBS Group
Switzerland
+$15.4M
3
SL
Systelligence LLC
Minnesota
+$10.5M
4
HighTower Advisors
HighTower Advisors
Illinois
+$9.4M
5
Ameriprise
Ameriprise
Minnesota
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
-$4.18M
2
RJA
Raymond James & Associates
Florida
-$2.82M
3
Wells Fargo
Wells Fargo
California
-$1.76M
4
JCA
January Capital Advisors
California
-$1.67M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$661K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$2.54M +$312K +7,707 +14%
CAN
27
Cetera Advisor Networks
California
$2.49M +$417K +10,283 +20%
ACWM
28
Adams Chetwood Wealth Management
North Carolina
$2.43M +$12.9K +319 +0.5%
Citadel Advisors
29
Citadel Advisors
Florida
$2.16M +$1.15M +28,327 +108%
BA
30
Bridge Advisory
California
$2.05M +$951K +23,457 +83%
WDL
31
Well Done LLC
Michigan
$2.04M +$329K +8,118 +19%
Jane Street
32
Jane Street
New York
$2.01M +$1.12M +27,587 +120%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.98M +$314K +7,746 +18%
JCA
34
January Capital Advisors
California
$1.46M -$1.67M -41,168 -47%
SAM
35
Secure Asset Management
Michigan
$1.46M +$25.7K +635 +2%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.41M +$335K +8,257 +30%
RJA
37
Raymond James & Associates
Florida
$1.4M -$2.82M -69,458 -66%
OMC
38
Old Mission Capital
Illinois
$1.39M +$599K +14,767 +73%
HWM
39
Howard Wealth Management
Connecticut
$1.3M +$25.1K +620 +2%
TA
40
TFG Advisers
Michigan
$1.24M +$18.1K +447 +1%
SWP
41
Stratos Wealth Partners
Ohio
$1.01M +$228K +5,619 +28%
PA
42
Procyon Advisors
Connecticut
$961K -$321K -7,913 -25%
HAS
43
HBW Advisory Services
California
$940K +$33.4K +823 +4%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$740K +$185K +4,555 +32%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$644K +$657K +16,216 New
CWM
46
Cherrydale Wealth Management
New Jersey
$598K -$5.03K -124 -0.8%
WP
47
WealthPLAN Partners
Nebraska
$598K +$68.7K +1,695 +11%
WIM
48
WealthPlan Investment Management
Nebraska
$598K +$676K +16,679 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$593K -$661K -16,309 -52%
AWM
50
Aspire Wealth Management
Massachusetts
$553K +$230K +5,686 +69%
1
2
3 4 5

DNL Hedge Fund Activity: Q1 2022 in Review

89 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2022, worth a combined $407M — up 27% from $319M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DNL and 13 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 46 added.

The largest buyer was Morgan Stanley, adding an estimated $55.5M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $4.18M.

  • 89 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $407M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2022, up 27% quarter-over-quarter.
  • 13 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2022 and 14 closed out, a net change of -1 holder.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2022 was Morgan Stanley, an estimated $55.5M added.
  • The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2022 was B. Riley Wealth Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q1 2022.