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WisdomTree Dynamic International SmallCap Equity Fund
DDLS

21 hedge funds and large institutions have $23.6M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10.69% less ownership

Funds ownership: 22.54% → 11.85% (-11%)

16% less funds holding

Funds holding: 25 → 21 (-4)

42% less capital invested

Capital invested by funds: $40.3M → $23.6M (-$16.7M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.31M
2
AWM
AE Wealth Management
Kansas
+$707K
3
JSL
JT Stratford LLC
Georgia
+$228K
4
ECM
Exchange Capital Management
Michigan
+$124K
5
HNW
High Note Wealth
Minnesota
+$66.9K

Top Sellers

1
Jane Street
Jane Street
New York
-$6.45M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.55M
3
Osaic Holdings
Osaic Holdings
Arizona
-$4.02M
4
FTUS
Flow Traders U.S.
New York
-$1.05M
5
MMA
Miracle Mile Advisors
California
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1
Cetera Advisors
Colorado
$4.72M +$57.1K +1,819 +1%
AWM
2
AE Wealth Management
Kansas
$3.47M +$707K +22,517 +25%
LPL Financial
3
LPL Financial
California
$3.43M +$3.31M +105,449 +1,587%
Jane Street
4
Jane Street
New York
$3.27M -$6.45M -205,514 -66%
HNW
5
High Note Wealth
Minnesota
$2.74M +$66.9K +2,129 +2%
MMA
6
Miracle Mile Advisors
California
$1.73M -$674K -21,455 -28%
BI
7
Berkeley Inc
Idaho
$1.22M +$60.4K +1,922 +5%
ECM
8
Exchange Capital Management
Michigan
$705K +$124K +3,960 +21%
JSL
9
JT Stratford LLC
Georgia
$616K +$228K +7,252 +56%
OMC
10
Old Mission Capital
Illinois
$599K -$336K -10,696 -35%
Citadel Advisors
11
Citadel Advisors
Florida
$480K -$298K -9,475 -38%
Bank of America
12
Bank of America
North Carolina
$147K -$5.43K -173 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$129K -$4.02M -128,109 -97%
JP Morgan Chase
14
JP Morgan Chase
New York
$95.5K – – –
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$88.9K – – –
GWM
16
Geneos Wealth Management
Colorado
$56.6K – – –
Morgan Stanley
17
Morgan Stanley
New York
$29.9K +$27.6K +879 +879%
TWM
18
Tradition Wealth Management
Minnesota
$21K – – –
IA
19
IFP Advisors
Florida
$7.68K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7K – – –
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.48K +79 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
– -$4.55M -145,192 Closed
FTUS
23
Flow Traders U.S.
New York
– -$1.05M -33,450 Closed
Wells Fargo
24
Wells Fargo
California
– -$20.4K -651 Closed
LFG
25
Larson Financial Group
Missouri
– -$12.7K -406 Closed

DDLS Hedge Fund Activity: Q3 2023 in Review

21 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q3 2023, worth a combined $23.6M — down 42% from $40.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DDLS and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was LPL Financial, adding an estimated $3.31M. The largest seller was Jane Street, cutting an estimated $6.45M.

  • 21 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q3 2023, down from 25 in Q2 2023.
  • Funds reported $23.6M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q3 2023, down 42% quarter-over-quarter.
  • 1 fund opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q3 2023 was LPL Financial, an estimated $3.31M added.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q3 2023 was Jane Street, an estimated $6.45M sold.

Based on aggregated 13F filings for Q3 2023.