WisdomTree Dynamic International SmallCap Equity Fund
DDLS
11 hedge funds and large institutions have $11M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
34% more capital invested
Capital invested by funds: $8.21M → $11M (+$2.76M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
10% more funds holding
Funds holding: 10 → 11 (+1)
7.69% more ownership
Funds ownership: 21.97% → 29.65% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$133K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$132K |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$80.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.58K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$7.29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$976K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$219K |
| 3 |
Jane Street
New York
|
-$52.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$14.2K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$13.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMA
1
Miracle Mile Advisors
Los Angeles,
California
| $3.13M | +$80.7K | +2,767 | +3% |
|
|
HNW
2
High Note Wealth
Deephaven,
Minnesota
| $2.79M | +$2.64M | +90,337 | New |
|
|
3
Jane Street
New York
| $1.7M | -$52.9K | -1,813 | -3% |
|
|
4
Citadel Advisors
Miami,
Florida
| $1.25M | -$976K | -33,460 | -45% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $998K | +$133K | +4,571 | +16% |
|
|
SS
6
Simplicity Solutions
Minneapolis,
Minnesota
| $996K | +$132K | +4,521 | +16% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $64K | +$8.58K | +294 | +16% |
|
|
TWM
8
Tradition Wealth Management
Edina,
Minnesota
| $21K | +$20.2K | +694 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $11K | -$14.2K | -485 | -58% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $8K | +$7.29K | +250 | New |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
12
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$219K | -7,903 | Closed |
|
|
APA
13
American Portfolios Advisors
Holbrook,
New York
| – | -$13.8K | -500 | Closed |
|
DDLS Hedge Fund Activity: Q4 2020 in Review
11 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q4 2020, worth a combined $11M — up 34% from $8.21M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DDLS positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $133K. The largest seller was Citadel Advisors, cutting an estimated $976K.
- 11 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q4 2020, up from 10 in Q3 2020.
- Funds reported $11M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q4 2020, up 34% quarter-over-quarter.
- 3 funds opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q4 2020 was AE Wealth Management, an estimated $133K added.
- The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q4 2020 was Citadel Advisors, an estimated $976K sold.
Based on aggregated 13F filings for Q4 2020.