WisdomTree Global ex-U.S. Quality Growth Fund
DNL
25 hedge funds and large institutions have $21.5M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
14% more funds holding
Funds holding: 22 → 25 (+3)
9% more capital invested
Capital invested by funds: $19.8M → $21.5M (+$1.74M)
3.94% less ownership
Funds ownership: 70.11% → 66.17% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$769K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$609K |
| 3 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$65.8K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$46.6K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$30.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$324K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$244K |
| 3 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$89.8K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$69.3K |
| 5 |
Jane Street
New York
|
-$35.1K |
DNL Hedge Fund Activity: Q4 2017 in Review
25 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2017, worth a combined $21.5M — up 8.8% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DNL positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $769K. The largest seller was Virtu Financial, exiting entirely with an estimated $324K sold.
- 25 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $21.5M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2017, up 8.8% quarter-over-quarter.
- 5 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2017 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2017 was Bank of America, an estimated $769K added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2017 was Virtu Financial, an estimated $324K sold.
Based on aggregated 13F filings for Q4 2017.