WisdomTree Global ex-U.S. Quality Growth Fund
DNL
19 hedge funds and large institutions have $23.4M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
39% more capital invested
Capital invested by funds: $16.9M → $23.4M (+$6.51M)
19% more funds holding
Funds holding: 16 → 19 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$12.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$398K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$247K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$139K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.23M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$459K |
| 4 |
PAMG
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
-$348K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$126K |
DNL Hedge Fund Activity: Q3 2014 in Review
19 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q3 2014, worth a combined $23.4M — up 39% from $16.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DNL positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was 3D Asset Management, opening a new position worth an estimated $12.2M. The largest seller was Jane Street, cutting an estimated $3.44M.
- 19 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q3 2014, up from 16 in Q2 2014.
- Funds reported $23.4M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q3 2014, up 39% quarter-over-quarter.
- 7 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q3 2014 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q3 2014 was 3D Asset Management, an estimated $12.2M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q3 2014 was Jane Street, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2014.