We are live on ! Find out more
DDWM icon

WisdomTree Dynamic International Equity Fund
DDWM

48 hedge funds and large institutions have $143M invested in WisdomTree Dynamic International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $125M → $143M (+$18M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

12% more funds holding

Funds holding: 43 → 48 (+5)

6.46% more ownership

Funds ownership: 48.9% → 55.35% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
17
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.07M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.16M
3
LPL Financial
LPL Financial
California
+$1.15M
4
UBS Group
UBS Group
Switzerland
+$1.03M
5
HFA
Huber Financial Advisors
Illinois
+$819K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.08M
2
CFA
Carroll Financial Associates
North Carolina
-$951K
3
SMG
Smart Money Group
Texas
-$946K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$916K
5
BFG
Beacon Financial Group
Texas
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$557K +$545K +18,372 New
Citadel Advisors
27
Citadel Advisors
Florida
$555K -$262K -8,834 -33%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$454K -$49.1K -1,656 -10%
SW
29
SkyOak Wealth
Michigan
$373K +$365K +12,299 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$346K -$5.46K -184 -2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$340K -$78.8K -2,659 -19%
PIA
32
Perennial Investment Advisors
California
$339K +$332K +11,200 New
WCFA
33
Walkner Condon Financial Advisors
Wisconsin
$252K +$246K +8,313 New
SWP
34
Stratos Wealth Partners
Ohio
$216K +$211K +7,114 New
MA
35
Mutual Advisors
Nebraska
$213K – – –
TAM
36
Townsend Asset Management
North Carolina
$155K +$152K +5,126 New
SFS
37
Sowell Financial Services
Arkansas
$119K -$34.6K -1,166 -23%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$109K +$12.2K +410 +13%
BAM
39
Bellevue Asset Management
Washington
$68K +$66.3K +2,236 New
CFA
40
Carroll Financial Associates
North Carolina
$55K -$951K -32,077 -95%
IFWM
41
Institute for Wealth Management
Colorado
$50K +$49.4K +1,667 New
IWP
42
IAG Wealth Partners
Wisconsin
$31K +$30K +1,011 New
GEA
43
Glen Eagle Advisors
New Jersey
$26.2K +$4.54K +153 +22%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
CFN
45
Cordasco Financial Network
Florida
$19K – – –
GWM
46
Geneos Wealth Management
Colorado
$19K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$10K +$1.96K +66 +24%
AG
48
Advisor Group
Arizona
$6K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$916K -31,775 Closed
GVAG
50
Great Valley Advisor Group
Delaware
– -$287K -10,148 Closed
1
2
3

DDWM Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q4 2019, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DDWM positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $9.07M. The largest seller was Jane Street, cutting an estimated $3.08M.

  • 48 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $143M of WisdomTree Dynamic International Equity Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 11 funds opened new WisdomTree Dynamic International Equity Fund positions in Q4 2019 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q4 2019 was Mercer Global Advisors, an estimated $9.07M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q4 2019 was Jane Street, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2019.