WisdomTree Global ex-U.S. Quality Growth Fund
DNL
92 hedge funds and large institutions have $319M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 14 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
186% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 14
17% more capital invested
Capital invested by funds: $273M → $319M (+$46.7M)
16% more funds holding
Funds holding: 79 → 92 (+13)
3.72% more ownership
Funds ownership: 64.8% → 68.52% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$11.6M |
| 2 |
Morgan Stanley
New York
|
+$3.33M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$2.13M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 2 |
Jane Street
New York
|
-$6.35M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$660K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$633K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$566K |
DNL Hedge Fund Activity: Q4 2021 in Review
92 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q4 2021, worth a combined $319M — up 17% from $273M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DNL positions and 4 closed out — a net gain of 14 holders — while 40 added to existing stakes and 14 trimmed.
The largest buyer was Legacy Financial Advisors, opening a new position worth an estimated $11.6M. The largest seller was Bank of America, cutting an estimated $10.5M.
- 92 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q4 2021, up from 79 in Q3 2021.
- Funds reported $319M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
- 18 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q4 2021 and 4 closed out, a net change of +14 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q4 2021 was Legacy Financial Advisors, an estimated $11.6M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q4 2021 was Bank of America, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2021.