WisdomTree Global ex-U.S. Quality Growth Fund
DNL
87 hedge funds and large institutions have $325M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 13 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
7% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 29
2% less funds holding
Funds holding: 89 → 87 (-2)
3.22% less ownership
Funds ownership: 76.51% → 73.29% (-3.2%)
20% less capital invested
Capital invested by funds: $407M → $325M (-$81.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.69M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.17M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$3.26M |
| 4 |
C
CEDRUS
Littleton,
Colorado
|
+$3.23M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$6.73M |
| 2 |
Morgan Stanley
New York
|
-$6.48M |
| 3 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
-$3.25M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.13M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.72M |
DNL Hedge Fund Activity: Q2 2022 in Review
87 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q2 2022, worth a combined $325M — down 20% from $407M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DNL positions and 13 closed out — a net gain of 1 holder — while 27 added to existing stakes and 29 trimmed.
The largest buyer was UBS Group, adding an estimated $7.69M. The largest seller was HighTower Advisors, cutting an estimated $6.73M.
- 87 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q2 2022, down from 89 in Q1 2022.
- Funds reported $325M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q2 2022, down 20% quarter-over-quarter.
- 14 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q2 2022 and 13 closed out, a net change of +1 holder.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q2 2022 was UBS Group, an estimated $7.69M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q2 2022 was HighTower Advisors, an estimated $6.73M sold.
Based on aggregated 13F filings for Q2 2022.