WisdomTree Global ex-U.S. Quality Growth Fund
DNL
33 hedge funds and large institutions have $35.2M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 8 closing their positions.
50% more capital invested
Capital invested by funds: $23.5M → $35.2M (+$11.7M)
29.89% more ownership
Funds ownership: 79.36% → 109.25% (+30%)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
3% less funds holding
Funds holding: 34 → 33 (-1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.33M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$3.33M |
| 3 |
Jane Street
New York
|
+$1.75M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$433K |
| 5 |
Goldman Sachs
New York
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$744K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$399K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$260K |
| 4 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$258K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$241K |
DNL Hedge Fund Activity: Q1 2019 in Review
33 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2019, worth a combined $35.2M — up 50% from $23.5M a quarter earlier.
Fund positioning in DNL was balanced in Q1 2019: 8 funds opened new positions, 8 closed out, 7 added to existing stakes and 11 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $5.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $744K sold.
- 33 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2019, down from 34 in Q4 2018.
- Funds reported $35.2M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2019, up 50% quarter-over-quarter.
- 8 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2019 and 8 closed out, a net change of 0 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $5.33M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2019 was Citadel Advisors, an estimated $744K sold.
Based on aggregated 13F filings for Q1 2019.