WisdomTree Global ex-U.S. Quality Growth Fund
DNL
20 hedge funds and large institutions have $11.9M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and closing their positions.
38% more capital invested
Capital invested by funds: $8.58M → $11.9M (+$3.28M)
33% more funds holding
Funds holding: 15 → 20 (+5)
18.79% more ownership
Funds ownership: 21.29% → 40.08% (+19%)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.76M |
| 2 |
NES
New England Securities
New York
|
+$534K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$343K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$140K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$278K |
| 2 |
Morgan Stanley
New York
|
-$233K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$202K |
| 4 |
LPL Financial
San Diego,
California
|
-$41.7K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$12.6K |
DNL Hedge Fund Activity: Q3 2013 in Review
20 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q3 2013, worth a combined $11.9M — up 38% from $8.58M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DNL positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $1.76M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $278K.
- 20 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q3 2013, up from 15 in Q2 2013.
- Funds reported $11.9M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q3 2013, up 38% quarter-over-quarter.
- 5 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q3 2013 and 0 closed out, a net change of +5 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q3 2013 was Royal Bank of Canada, an estimated $1.76M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q3 2013 was Ladenburg Thalmann Financial Services, an estimated $278K sold.
Based on aggregated 13F filings for Q3 2013.