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WisdomTree Dynamic International Equity Fund
DDWM

38 hedge funds and large institutions have $89M invested in WisdomTree Dynamic International Equity Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more funds holding

Funds holding: 33 → 38 (+5)

1.85% more ownership

Funds ownership: 44.49% → 46.34% (+1.8%)

4% more capital invested

Capital invested by funds: $85.9M → $89M (+$3.12M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
7
Increased
13
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMG
Smart Money Group
Texas
+$4.62M
2
Bank of America
Bank of America
North Carolina
+$4.62M
3
Morgan Stanley
Morgan Stanley
New York
+$1.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$858K
5
HFA
Huber Financial Advisors
Illinois
+$734K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.47M
2
Jane Street
Jane Street
New York
-$1.93M
3
BFG
Beacon Financial Group
Texas
-$1.79M
4
FEG
Fund Evaluation Group
Ohio
-$1.1M
5
UBS Group
UBS Group
Switzerland
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$222K -$119K -4,254 -36%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$208K +$203K +7,284 New
CFA
28
Carroll Financial Associates
North Carolina
$179K +$176K +6,312 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$124K -$153K -5,485 -56%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$25K -$15.1K -541 -39%
GWM
31
Geneos Wealth Management
Colorado
$18K -$418 -15 -2%
CFN
32
Cordasco Financial Network
Florida
$18K – – –
BFG
33
Beacon Financial Group
Texas
$9.4K -$1.79M -64,362 -16%
APA
34
American Portfolios Advisors
New York
$8.55K -$13.9K -500 -63%
AG
35
Advisor Group
Arizona
$6K – – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$6K – – –
WP
37
WealthShield Partners
North Carolina
$5K – – –
AF
38
Affiance Financial
Minnesota
– -$676K -26,093 Closed
RIA
39
Regal Investment Advisors
Michigan
– -$605K -23,337 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$56 +2 New
1
2

DDWM Hedge Fund Activity: Q1 2019 in Review

38 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q1 2019, worth a combined $89M — up 3.6% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DDWM positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Smart Money Group, opening a new position worth an estimated $4.62M. The largest seller was Citadel Advisors, cutting an estimated $3.47M.

  • 38 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $89M of WisdomTree Dynamic International Equity Fund stock for Q1 2019, up 3.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree Dynamic International Equity Fund positions in Q1 2019 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q1 2019 was Smart Money Group, an estimated $4.62M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q1 2019 was Citadel Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2019.