WisdomTree Global ex-U.S. Quality Growth Fund
DNL
48 hedge funds and large institutions have $133M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
44% more capital invested
Capital invested by funds: $92.5M → $133M (+$40.8M)
23% more funds holding
Funds holding: 39 → 48 (+9)
4.27% more ownership
Funds ownership: 115.53% → 119.8% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.22M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.92M |
| 4 |
SMG
Smart Money Group
Eastland,
Texas
|
+$3.62M |
| 5 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.75M |
| 2 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$661K |
| 4 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$124K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$58K |
DNL Hedge Fund Activity: Q3 2020 in Review
48 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q3 2020, worth a combined $133M — up 44% from $92.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DNL positions and 6 closed out — a net gain of 9 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $1.75M.
- 48 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q3 2020, up from 39 in Q2 2020.
- Funds reported $133M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q3 2020, up 44% quarter-over-quarter.
- 15 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q3 2020 and 6 closed out, a net change of +9 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q3 2020 was Bank of America, an estimated $15.5M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q3 2020 was Morgan Stanley, an estimated $1.75M sold.
Based on aggregated 13F filings for Q3 2020.