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WisdomTree Dynamic International SmallCap Equity Fund

38 hedge funds and large institutions have $29.9M invested in WisdomTree Dynamic International SmallCap Equity Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

23% more funds holding

Funds holding: 3138 (+7)

1.83% less ownership

Funds ownership: 9.61%7.78% (-1.8%)

13% less capital invested

Capital invested by funds: $34.3M → $29.9M (-$4.43M)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$6.7M +$98K +2,767 +1%
HNW
2
High Note Wealth
Minnesota
$4M +$237K +6,705 +6%
AWM
3
AE Wealth Management
Kansas
$3.21M -$709K -20,015 -18%
LPL Financial
4
LPL Financial
California
$2.75M -$7.09M -200,129 -72%
Jane Street
5
Jane Street
New York
$2.51M +$338K +9,541 +16%
ECM
6
Exchange Capital Management
Michigan
$2.33M +$134K +3,791 +6%
BI
7
Berkeley Inc
Idaho
$1.98M +$1.98M +55,905 New
FTUS
8
Flow Traders U.S.
New York
$1.72M +$1.72M +48,700 New
JSL
9
JT Stratford LLC
Georgia
$1.07M -$59.8K -1,688 -5%
UAG
10
United Advisor Group
Ohio
$678K -$59.7K -1,686 -8%
TAP
11
Tounjian Advisory Partners
Florida
$592K +$593K +16,756 New
AAS
12
Avantax Advisory Services
Texas
$399K +$14K +396 +4%
C
13
Certuity
Florida
$298K
AFG
14
Atomi Financial Group
New York
$265K +$7.69K +217 +3%
SFC
15
Strategic Financial Concepts
Texas
$206K +$3.47K +98 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$201K +$202K +5,695 New
Bank of America
17
Bank of America
North Carolina
$183K -$92.7K -2,618 -34%
ACM
18
Accent Capital Management
Ohio
$159K
LFG
19
Larson Financial Group
Missouri
$131K +$42.5K +1,200 +48%
Morgan Stanley
20
Morgan Stanley
New York
$94.9K +$51.4K +1,451 +118%
GWM
21
Geneos Wealth Management
Colorado
$90.6K +$45.4K +1,281 +100%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$40.1K +$1.2K +34 +3%
CCM
23
Coldstream Capital Management
Washington
$38.5K +$38.6K +1,089 New
MWA
24
Medallion Wealth Advisors
Connecticut
$31.1K
FFA
25
Farther Finance Advisors
California
$25.9K +$25.8K +728 New

DDLS Hedge Fund Activity: Q1 2025 in Review

38 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) for Q1 2025, worth a combined $29.9M — down 13% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DDLS positions and 5 closed out — a net gain of 7 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Berkeley Inc, opening a new position worth an estimated $1.98M. The largest seller was LPL Financial, cutting an estimated $7.09M.

  • 38 institutional investors held WisdomTree Dynamic International SmallCap Equity Fund (DDLS) as of Q1 2025, up from 31 in Q4 2024.
  • Funds reported $29.9M of WisdomTree Dynamic International SmallCap Equity Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 12 funds opened new WisdomTree Dynamic International SmallCap Equity Fund positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund buyer in Q1 2025 was Berkeley Inc, an estimated $1.98M added.
  • The largest WisdomTree Dynamic International SmallCap Equity Fund seller in Q1 2025 was LPL Financial, an estimated $7.09M sold.

Based on aggregated 13F filings for Q1 2025.