WisdomTree Global ex-U.S. Quality Growth Fund
DNL
34 hedge funds and large institutions have $23.5M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
10% more funds holding
Funds holding: 31 → 34 (+3)
7.25% more ownership
Funds ownership: 72.11% → 79.36% (+7.3%)
12% less capital invested
Capital invested by funds: $26.8M → $23.5M (-$3.32M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$893K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$786K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$596K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$489K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$2.01M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$1.44M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$652K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$495K |
DNL Hedge Fund Activity: Q4 2018 in Review
34 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2018, worth a combined $23.5M — down 12% from $26.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DNL positions and 7 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.07M. The largest seller was Royal Fund Management, cutting an estimated $2.01M.
- 34 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2018, up from 31 in Q3 2018.
- Funds reported $23.5M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2018, down 12% quarter-over-quarter.
- 11 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2018 and 7 closed out, a net change of +4 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2018 was Wells Fargo, an estimated $2.07M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2018 was Royal Fund Management, an estimated $2.01M sold.
Based on aggregated 13F filings for Q4 2018.