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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$55.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.4M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$10.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$9.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$4.18M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.82M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.76M |
| 4 |
JCA
January Capital Advisors
San Francisco,
California
|
-$1.67M |
| 5 |
Rockefeller Capital Management
New York
|
-$661K |
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.