WisdomTree Global ex-U.S. Quality Growth Fund
DNL
91 hedge funds and large institutions have $387M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 13 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 24
51% more capital invested
Capital invested by funds: $257M → $387M (+$130M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6.35% more ownership
Funds ownership: 69.99% → 76.34% (+6.4%)
4% less funds holding
Funds holding: 95 → 91 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.9M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13.4M |
| 4 |
3F
360 Financial
Wayzata,
Minnesota
|
+$12.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.72M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$3.03M |
| 3 |
Jane Street
New York
|
-$2.21M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.47M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.24M |
DNL Hedge Fund Activity: Q1 2023 in Review
91 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2023, worth a combined $387M — up 51% from $257M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DNL and 10 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 45 added.
The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Kestra Advisory Services, cutting an estimated $3.72M.
- 91 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2023, down from 95 in Q4 2022.
- Funds reported $387M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2023, up 51% quarter-over-quarter.
- 10 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2023 and 13 closed out, a net change of -3 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2023 was Bank of America, an estimated $15.9M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2023 was Kestra Advisory Services, an estimated $3.72M sold.
Based on aggregated 13F filings for Q1 2023.