WisdomTree Global ex-U.S. Quality Growth Fund
DNL
21 hedge funds and large institutions have $35.3M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
69.63% more ownership
Funds ownership: 0% → 69.63% (+70%)
31% more funds holding
Funds holding: 16 → 21 (+5)
6% less capital invested
Capital invested by funds: $37.7M → $35.3M (-$2.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.77M |
| 3 |
Jane Street
New York
|
+$1.07M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$681K |
| 5 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.69M |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
-$30K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$14.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
DNL Hedge Fund Activity: Q4 2016 in Review
21 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2016, worth a combined $35.3M — down 6.4% from $37.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DNL positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $6.2M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.
- 21 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2016, up from 16 in Q3 2016.
- Funds reported $35.3M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2016, down 6.4% quarter-over-quarter.
- 8 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2016 and 3 closed out, a net change of +5 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2016 was Ameriprise, an estimated $6.2M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2016 was Morgan Stanley, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2016.