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WisdomTree Dynamic International SmallCap Equity Fund

29 hedge funds and large institutions have $34.6M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $30.7M → $34.6M (+$3.89M)

4% more funds holding

Funds holding: 2829 (+1)

3% less ownership

Funds ownership: 12.92%9.91% (-3%)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10M +$317K +8,977 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.7M +$180K +5,109 +3%
AWM
3
AE Wealth Management
Kansas
$3.99M -$1.37M -38,857 -26%
HNW
4
High Note Wealth
Minnesota
$3.76M +$42.5K +1,204 +1%
Jane Street
5
Jane Street
New York
$3.18M +$1.11M +31,407 +56%
ECM
6
Exchange Capital Management
Michigan
$2.14M +$708K +20,041 +52%
JSL
7
JT Stratford LLC
Georgia
$1.13M +$261K +7,391 +31%
FTUS
8
Flow Traders U.S.
New York
$615K +$593K +16,811 New
MMA
9
Miracle Mile Advisors
California
$605K -$35.6K -1,009 -6%
UAG
10
United Advisor Group
Ohio
$555K +$77.8K +2,203 +17%
AAS
11
Avantax Advisory Services
Texas
$398K +$384K +10,878 New
KDA
12
Kraft Davis & Associates
Missouri
$223K +$1.27K +36 +0.6%
SFC
13
Strategic Financial Concepts
Texas
$208K -$6.78M -192,102 -97%
MWM
14
Modera Wealth Management
New Jersey
$205K +$198K +5,605 New
Bank of America
15
Bank of America
North Carolina
$176K +$1.84K +52 +1%
ACM
16
Accent Capital Management
Ohio
$164K
Morgan Stanley
17
Morgan Stanley
New York
$120K +$35 +1 +0%
Osaic Holdings
18
Osaic Holdings
Arizona
$93K +$25.1K +710 +39%
LFG
19
Larson Financial Group
Missouri
$91.4K -$21.7K -615 -20%
JP Morgan Chase
20
JP Morgan Chase
New York
$67.2K +$4.2K +119 +7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$61.3K +$42.8K +1,213 +261%
GWM
22
Geneos Wealth Management
Colorado
$46.8K
FFA
23
Frazier Financial Advisors
Ohio
$15.4K
IA
24
IFP Advisors
Florida
$15K -$79.7K -2,257 -85%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$12K +$4.13K +117 +56%

DDLS Hedge Fund Activity: Q3 2024 in Review

29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q3 2024, worth a combined $34.6M — up 13% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DDLS positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $1.11M. The largest seller was Strategic Financial Concepts, cutting an estimated $6.78M.

  • 29 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q3 2024, up from 28 in Q2 2024.
  • Funds reported $34.6M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 5 funds opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q3 2024 was Jane Street, an estimated $1.11M added.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q3 2024 was Strategic Financial Concepts, an estimated $6.78M sold.

Based on aggregated 13F filings for Q3 2024.