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WisdomTree Dynamic International SmallCap Equity Fund

31 hedge funds and large institutions have $34.3M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7% more funds holding

Funds holding: 2931 (+2)

0.31% less ownership

Funds ownership: 9.91%9.61% (-0.31%)

1% less capital invested

Capital invested by funds: $34.6M → $34.3M (-$319K)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.72M +$135K +3,841 +1%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.54M +$125K +3,564 +2%
AWM
3
AE Wealth Management
Kansas
$3.87M +$59.2K +1,684 +2%
HNW
4
High Note Wealth
Minnesota
$3.72M +$128K +3,643 +4%
FIS
5
Fischer Investment Strategies
California
$2.3M +$2.31M +65,809 New
ECM
6
Exchange Capital Management
Michigan
$2.18M +$130K +3,695 +6%
Jane Street
7
Jane Street
New York
$2.15M -$906K -25,783 -30%
JSL
8
JT Stratford LLC
Georgia
$1.11M +$30.2K +861 +3%
UAG
9
United Advisor Group
Ohio
$730K +$200K +5,702 +38%
AAS
10
Avantax Advisory Services
Texas
$381K +$703 +20 +0.2%
C
11
Certuity
Florida
$295K +$296K +8,428 New
Bank of America
12
Bank of America
North Carolina
$273K +$104K +2,971 +62%
AFG
13
Atomi Financial Group
New York
$254K +$255K +7,267 New
SFC
14
Strategic Financial Concepts
Texas
$200K +$1.26K +36 +0.6%
ACM
15
Accent Capital Management
Ohio
$157K
Osaic Holdings
16
Osaic Holdings
Arizona
$90.4K +$1.51K +43 +2%
LFG
17
Larson Financial Group
Missouri
$87.5K
GWM
18
Geneos Wealth Management
Colorado
$44.8K
Morgan Stanley
19
Morgan Stanley
New York
$43.1K -$72.2K -2,054 -62%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$38.5K -$20.3K -577 -34%
MWA
21
Medallion Wealth Advisors
Connecticut
$30.6K +$30.7K +875 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$18.5K +$18.6K +529 New
FFA
23
Frazier Financial Advisors
Ohio
$14.5K
IA
24
IFP Advisors
Florida
$14.4K
JP Morgan Chase
25
JP Morgan Chase
New York
$12K -$52.6K -1,497 -81%

DDLS Hedge Fund Activity: Q4 2024 in Review

31 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q4 2024, worth a combined $34.3M — down 0.92% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DDLS positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Fischer Investment Strategies, opening a new position worth an estimated $2.31M. The largest seller was Jane Street, cutting an estimated $906K.

  • 31 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $34.3M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q4 2024, down 0.92% quarter-over-quarter.
  • 7 funds opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q4 2024 was Fischer Investment Strategies, an estimated $2.31M added.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q4 2024 was Jane Street, an estimated $906K sold.

Based on aggregated 13F filings for Q4 2024.