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WisdomTree Dynamic International SmallCap Equity Fund

22 hedge funds and large institutions have $19.3M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $16.5M → $19.3M (+$2.79M)

10% more funds holding

Funds holding: 2022 (+2)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.49% less ownership

Funds ownership: 13.78%13.29% (-0.49%)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cetera Advisors
Colorado
$4.68M -$5.42K -171 -0.1%
MMA
2
Miracle Mile Advisors
California
$4.34M -$570 -18 -0%
HNW
3
High Note Wealth
Minnesota
$2.85M +$18.4K +581 +0.6%
AWM
4
AE Wealth Management
Kansas
$2.17M +$304K +9,589 +16%
OMC
5
Old Mission Capital
Illinois
$1.56M +$1.56M +49,305 New
BI
6
Berkeley Inc
Idaho
$1.08M +$41.7K +1,318 +4%
Jane Street
7
Jane Street
New York
$554K -$7.47K -236 -1%
ECM
8
Exchange Capital Management
Michigan
$531K +$39.3K +1,240 +8%
JSL
9
JT Stratford LLC
Georgia
$451K +$4.28K +135 +1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$335K -$54.9K -1,735 -14%
LPL Financial
11
LPL Financial
California
$210K -$69.2K -2,186 -25%
Bank of America
12
Bank of America
North Carolina
$155K +$155K +4,894 New
Osaic Holdings
13
Osaic Holdings
Arizona
$102K +$16.2K +511 +19%
JP Morgan Chase
14
JP Morgan Chase
New York
$99.8K +$18.2K +575 +22%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$91.8K
GWM
16
Geneos Wealth Management
Colorado
$58.5K
TWM
17
Tradition Wealth Management
Minnesota
$22K
IA
18
IFP Advisors
Florida
$8.29K -$68K -2,149 -90%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7K
Morgan Stanley
20
Morgan Stanley
New York
$3.16K -$31.2K -985 -91%
CIAS
21
Capital Investment Advisory Services
North Carolina
$474 +$475 +15 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$32 +$32 +1 New
USCWA
23
U.S. Capital Wealth Advisors
Texas
-$10.5K -350 Closed
UBS Group
24
UBS Group
Switzerland
-$2.55K -85 Closed

DDLS Hedge Fund Activity: Q1 2023 in Review

22 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q1 2023, worth a combined $19.3M — up 17% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DDLS positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.56M. The largest seller was LPL Financial, cutting an estimated $69.2K.

  • 22 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $19.3M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q1 2023, up 17% quarter-over-quarter.
  • 4 funds opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q1 2023 and 2 closed out, a net change of +2 holders.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q1 2023 was Old Mission Capital, an estimated $1.56M added.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q1 2023 was LPL Financial, an estimated $69.2K sold.

Based on aggregated 13F filings for Q1 2023.