WisdomTree Global ex-U.S. Quality Growth Fund
DNL
96 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, 22 reducing their positions, and 6 closing their positions.
563% more capital inflows, than outflows
Capital inflows: $57.1M | Capital outflows: $8.6M
123% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 22
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
4% more funds holding
Funds holding: 92 → 96 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.43% less ownership
Funds ownership: 76.42% → 75% (-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 |
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 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.12M |
| 2 |
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$1.6M |
| 3 |
Flow Traders U.S.
New York
|
-$865K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$736K |
| 5 |
WealthPlan Investment Management
Omaha,
Nebraska
|
-$370K |
DNL Hedge Fund Activity: Q2 2023 in Review
96 of the 6,389 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 11% from $398M 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 22 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.
- 96 institutional investors held WisdomTree Global ex-U.S. Quality Growth Fund (DNL) as of Q2 2023, up from 92 in Q1 2023.
- Funds reported $443M of WisdomTree Global ex-U.S. Quality Growth Fund stock for Q2 2023, up 11% 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.