WisdomTree Global ex-U.S. Quality Growth Fund
DNL
77 hedge funds and large institutions have $272M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 14 reducing their positions, and 4 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 14
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
15% more capital inflows, than outflows
Capital inflows: $22.7M | Capital outflows: $19.7M
5% more funds holding
Funds holding: 73 → 77 (+4)
3.08% less ownership
Funds ownership: 69.18% → 66.1% (-3.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
+$3.22M |
| 2 |
IEQ Capital
Foster City,
California
|
+$3.15M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.37M |
| 5 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$8.15M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.54M |
| 3 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.36M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.29M |
| 5 |
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$1.42M |
DNL Hedge Fund Activity: Q2 2021 in Review
77 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q2 2021, worth a combined $272M — up 11% from $245M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DNL positions and 4 closed out — a net gain of 5 holders — while 38 added to existing stakes and 14 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.22M. The largest seller was Sentinel Pension Advisors, cutting an estimated $8.15M.
- 77 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q2 2021, up from 73 in Q1 2021.
- Funds reported $272M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q2 2021, up 11% quarter-over-quarter.
- 9 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q2 2021 and 4 closed out, a net change of +5 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q2 2021 was Old Mission Capital, an estimated $3.22M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q2 2021 was Sentinel Pension Advisors, an estimated $8.15M sold.
Based on aggregated 13F filings for Q2 2021.