WisdomTree Global ex-U.S. Quality Growth Fund
DNL
95 hedge funds and large institutions have $443M invested in WisdomTree Global ex-U.S. Quality Growth Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 6 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 21
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $387M → $443M (+$55.9M)
4% more funds holding
Funds holding: 91 → 95 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.41% less ownership
Funds ownership: 76.34% → 74.94% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.06M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.29M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$5.12M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.12M |
| 2 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$1.59M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$865K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$736K |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$370K |
DNL Hedge Fund Activity: Q2 2023 in Review
95 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) for Q2 2023, worth a combined $443M — up 14% from $387M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DNL positions and 6 closed out — a net gain of 6 holders — while 49 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.06M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $3.12M sold.
- 95 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q2 2023, up from 91 in Q1 2023.
- Funds reported $443M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q2 2023, up 14% quarter-over-quarter.
- 12 funds opened new WisdomTree Global ex-U.S. Quality Growth Fund positions in Q2 2023 and 6 closed out, a net change of +6 holders.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund buyer in Q2 2023 was Wells Fargo, an estimated $7.06M added.
- The largest WisdomTree Global ex-U.S. Quality Growth Fund seller in Q2 2023 was Ameritas Advisory Services, an estimated $3.12M sold.
Based on aggregated 13F filings for Q2 2023.