WisdomTree Global ex-U.S. Quality Growth Fund
DNL
98 hedge funds and large institutions have $433M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
3% more funds holding
Funds holding: 95 → 98 (+3)
1.16% more ownership
Funds ownership: 74.94% → 76.09% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less capital invested
Capital invested by funds: $443M → $433M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.68M |
| 2 |
Jane Street
New York
|
+$3.85M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.71M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.31M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.27M |
| 2 |
Morgan Stanley
New York
|
-$2.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2M |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.06M |
DNL Hedge Fund Activity: Q3 2023 in Review
98 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q3 2023, worth a combined $433M — down 2.3% from $443M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DNL positions and 6 closed out — a net gain of 3 holders — while 42 added to existing stakes and 31 trimmed.
The largest buyer was UBS Group, adding an estimated $7.68M. The largest seller was Bank of America, cutting an estimated $6.27M.
- 98 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q3 2023, up from 95 in Q2 2023.
- Funds reported $433M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q3 2023, down 2.3% quarter-over-quarter.
- 9 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q3 2023 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q3 2023 was UBS Group, an estimated $7.68M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q3 2023 was Bank of America, an estimated $6.27M sold.
Based on aggregated 13F filings for Q3 2023.