WisdomTree Global ex-U.S. Quality Growth Fund
DNL
18 hedge funds and large institutions have $19.3M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
13% more funds holding
Funds holding: 16 → 18 (+2)
5% more capital invested
Capital invested by funds: $18.4M → $19.3M (+$987K)
2.39% more ownership
Funds ownership: 60.11% → 62.5% (+2.4%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5M |
| 2 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
+$972K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$555K |
| 4 |
Jane Street
New York
|
+$234K |
| 5 |
Goldman Sachs
New York
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.07M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$416K |
| 4 |
LPL Financial
San Diego,
California
|
-$366K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$241K |
DNL Hedge Fund Activity: Q1 2014 in Review
18 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2014, worth a combined $19.3M — up 5.4% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DNL positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $5M. The largest seller was Susquehanna International Group, cutting an estimated $3.3M.
- 18 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2014, up from 16 in Q4 2013.
- Funds reported $19.3M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2014, up 5.4% quarter-over-quarter.
- 3 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2014 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2014 was Brinker Capital Investments, an estimated $5M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2014 was Susquehanna International Group, an estimated $3.3M sold.
Based on aggregated 13F filings for Q1 2014.