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WisdomTree Dynamic International Equity Fund
DDWM

37 hedge funds and large institutions have $107M invested in WisdomTree Dynamic International Equity Fund in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

4.23% more ownership

Funds ownership: 55.35% → 59.58% (+4.2%)

23% less funds holding

Funds holding: 48 → 37 (-11)

26% less capital invested

Capital invested by funds: $143M → $107M (-$36.7M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
37
Holders Change
-11
Holders Change %
-22.92%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
5
Increased
16
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
+$7.15M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.12M
3
SC
Savant Capital
Illinois
+$4.47M
4
LPL Financial
LPL Financial
California
+$1.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$9.27M
2
S
Surevest
California
-$3.17M
3
Morgan Stanley
Morgan Stanley
New York
-$2.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.5M
5
SL
Systelligence LLC
Minnesota
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$420K +$311K +11,246 +158%
TAM
27
Townsend Asset Management
North Carolina
$117K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$95K +$113K +4,081 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$89K +$8.05K +291 +8%
PMFA
30
Plante Moran Financial Advisors
Michigan
$52K +$62.5K +2,259 New
BAM
31
Bellevue Asset Management
Washington
$51K -$2.3K -83 -4%
SFS
32
Sowell Financial Services
Arkansas
$32K -$69.3K -2,503 -64%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
GEA
34
Glen Eagle Advisors
New Jersey
$18.8K -$1.19K -43 -5%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$16K -$396K -14,307 -95%
CFN
36
Cordasco Financial Network
Florida
$15K – – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
– -$9.27M -305,860 Closed
S
38
Surevest
California
– -$3.17M -104,627 Closed
SL
39
Systelligence LLC
Minnesota
– -$1.36M -45,010 Closed
RA
40
RFG Advisory
Alabama
– -$993K -32,763 Closed
SW
41
SkyOak Wealth
Michigan
– -$373K -12,299 Closed
Bank of New York Mellon
42
Bank of New York Mellon
New York
– -$346K -11,435 Closed
PIA
43
Perennial Investment Advisors
California
– -$339K -11,200 Closed
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
– -$252K -8,313 Closed
MA
45
Mutual Advisors
Nebraska
– -$213K -7,040 Closed
CFA
46
Carroll Financial Associates
North Carolina
– -$55K -1,822 Closed
IFWM
47
Institute for Wealth Management
Colorado
– -$50K -1,667 Closed
IWP
48
IAG Wealth Partners
Wisconsin
– -$31K -1,011 Closed
GWM
49
Geneos Wealth Management
Colorado
– -$19K -650 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
– -$10K -346 Closed
1
2
3

DDWM Hedge Fund Activity: Q1 2020 in Review

37 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q1 2020, worth a combined $107M — down 26% from $143M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DDWM and 5 opened new positions — a net loss of 9 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Fund Evaluation Group, adding an estimated $7.15M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $9.27M sold.

  • 37 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q1 2020, down from 48 in Q4 2019.
  • Funds reported $107M of WisdomTree Dynamic International Equity Fund stock for Q1 2020, down 26% quarter-over-quarter.
  • 5 funds opened new WisdomTree Dynamic International Equity Fund positions in Q1 2020 and 14 closed out, a net change of -9 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q1 2020 was Fund Evaluation Group, an estimated $7.15M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q1 2020 was Mercer Global Advisors, an estimated $9.27M sold.

Based on aggregated 13F filings for Q1 2020.