WisdomTree Dynamic International Equity Fund
DDWM
37 hedge funds and large institutions have $130M invested in WisdomTree Dynamic International Equity Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
46% more capital invested
Capital invested by funds: $89M → $130M (+$40.8M)
4.82% more ownership
Funds ownership: 46.34% → 51.16% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 38 → 37 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.4M |
| 2 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$9.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.98M |
| 4 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$1.93M |
| 5 |
Jane Street
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$713K |
| 2 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
-$578K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$336K |
| 4 |
Rockefeller Capital Management
New York
|
-$208K |
| 5 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of New York Mellon
New York
| $337K | +$29 | +1 | +0% |
|
|
WP
27
WealthSource Partners
San Luis Obispo,
California
| $306K | -$85.7K | -2,966 | -22% |
|
28
JP Morgan Chase
New York
| $285K | – | – | – |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $262K | +$38.1K | +1,318 | +17% |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $104K | -$22.4K | -775 | -18% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $25K | – | – | – |
|
|
CFN
32
Cordasco Financial Network
Naples,
Florida
| $19K | – | – | – |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $18K | – | – | – |
|
|
APA
34
American Portfolios Advisors
Holbrook,
New York
| $8.7K | – | – | – |
|
|
AG
35
Advisor Group
Phoenix,
Arizona
| $6K | – | – | – |
|
36
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
37
Rockefeller Capital Management
New York
| – | -$208K | -7,284 | Closed |
|
|
WP
38
WealthShield Partners
Cary,
North Carolina
| – | -$5K | -167 | Closed |
|
39
Wells Fargo
San Francisco,
California
| – | +$29 | +1 | New |
|
DDWM Hedge Fund Activity: Q2 2019 in Review
37 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2019, worth a combined $130M — up 46% from $89M a quarter earlier.
Fund positioning in DDWM was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.4M. The largest seller was Beacon Financial Group, cutting an estimated $713K.
- 37 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2019, down from 38 in Q1 2019.
- Funds reported $130M of WisdomTree Dynamic International Equity Fund stock for Q2 2019, up 46% quarter-over-quarter.
- 3 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2019 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $12.4M added.
- The largest WisdomTree Dynamic International Equity Fund seller in Q2 2019 was Beacon Financial Group, an estimated $713K sold.
Based on aggregated 13F filings for Q2 2019.