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WisdomTree Dynamic International SmallCap Equity Fund
DDLS

25 hedge funds and large institutions have $40.3M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $19.3M → $40.3M (+$21M)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

14% more funds holding

Funds holding: 22 → 25 (+3)

9.25% more ownership

Funds ownership: 13.29% → 22.54% (+9.3%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$9.37M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.62M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.11M
4
BFA
BMS Financial Advisors
South Dakota
+$3.36M
5
FTUS
Flow Traders U.S.
New York
+$1.06M

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$1.89M
2
OMC
Old Mission Capital
Illinois
-$605K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$335K
4
HNW
High Note Wealth
Minnesota
-$86.6K
5
JSL
JT Stratford LLC
Georgia
-$44.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$9.8M +$9.37M +294,818 +1,680%
CA
2
Cetera Advisors
Colorado
$4.79M +$143K +4,488 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.55M +$4.62M +145,192 New
Osaic Holdings
4
Osaic Holdings
Arizona
$4.15M +$4.11M +129,105 +4,009%
BFA
5
BMS Financial Advisors
South Dakota
$3.31M +$3.36M +105,515 New
AWM
6
AE Wealth Management
Kansas
$2.85M +$700K +22,023 +32%
HNW
7
High Note Wealth
Minnesota
$2.74M -$86.6K -2,722 -3%
MMA
8
Miracle Mile Advisors
California
$2.45M -$1.89M -59,514 -43%
BI
9
Berkeley Inc
Idaho
$1.19M +$120K +3,781 +11%
FTUS
10
Flow Traders U.S.
New York
$1.05M +$1.06M +33,450 New
OMC
11
Old Mission Capital
Illinois
$950K -$605K -19,037 -39%
Citadel Advisors
12
Citadel Advisors
Florida
$789K +$800K +25,154 New
ECM
13
Exchange Capital Management
Michigan
$599K +$72.4K +2,277 +14%
JSL
14
JT Stratford LLC
Georgia
$404K -$44.1K -1,387 -10%
LPL Financial
15
LPL Financial
California
$208K -$159 -5 -0.1%
Bank of America
16
Bank of America
North Carolina
$156K +$2.67K +84 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$97.9K -$1.24K -39 -1%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$91.2K – – –
GWM
19
Geneos Wealth Management
Colorado
$58.1K – – –
TWM
20
Tradition Wealth Management
Minnesota
$22K – – –
Wells Fargo
21
Wells Fargo
California
$20.4K +$20.7K +651 New
LFG
22
Larson Financial Group
Missouri
$12.7K +$12.9K +406 New
IA
23
IFP Advisors
Florida
$7.87K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7K – – –
Morgan Stanley
25
Morgan Stanley
New York
$3.14K – – –
1
2

DDLS Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q2 2023, worth a combined $40.3M — up 109% from $19.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DDLS positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $9.37M. The largest seller was Miracle Mile Advisors, cutting an estimated $1.89M.

  • 25 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q2 2023, up from 22 in Q1 2023.
  • Funds reported $40.3M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q2 2023, up 109% quarter-over-quarter.
  • 6 funds opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q2 2023 was Jane Street, an estimated $9.37M added.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q2 2023 was Miracle Mile Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2023.