WisdomTree Global ex-U.S. Quality Growth Fund
DNL
30 hedge funds and large institutions have $49.2M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 15 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
6.1% less ownership
Funds ownership: 58.96% → 52.86% (-6.1%)
18% less capital invested
Capital invested by funds: $59.6M → $49.2M (-$10.5M)
27% less funds holding
Funds holding: 41 → 30 (-11)
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.59M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.07M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$7.38M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.39M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$4.37M |
| 4 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$3.96M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.02M |
DNL Hedge Fund Activity: Q1 2020 in Review
30 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q1 2020, worth a combined $49.2M — down 18% from $59.6M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of DNL and 7 opened new positions — a net loss of 8 holders — while 2 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $6.21M. The largest seller was Trilogy Capital, exiting entirely with an estimated $7.38M sold.
- 30 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q1 2020, down from 41 in Q4 2019.
- Funds reported $49.2M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q1 2020, down 18% quarter-over-quarter.
- 7 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q1 2020 and 15 closed out, a net change of -8 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q1 2020 was Morgan Stanley, an estimated $6.21M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q1 2020 was Trilogy Capital, an estimated $7.38M sold.
Based on aggregated 13F filings for Q1 2020.