WisdomTree Global ex-U.S. Quality Growth Fund
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80 hedge funds and large institutions have $260M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
20% less capital invested
Capital invested by funds: $325M → $260M (-$65.5M)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Holders
80
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$5.17M | |
| 2 | +$2.95M | |
| 3 | +$2.35M | |
| 4 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$1.71M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.43M |
Top Sellers
| 1 | -$13.1M | |
| 2 | -$7.2M | |
| 3 | -$6.41M | |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.47M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.38M |