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WisdomTree Dynamic International Equity Fund

48 hedge funds and large institutions have $121M invested in WisdomTree Dynamic International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

23% more capital invested

Capital invested by funds: $98.2M → $121M (+$22.6M)

14% more funds holding

Funds holding: 4248 (+6)

8.08% more ownership

Funds ownership: 66.65%74.73% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
V Wealth Advisors
Kansas
$291K +$4.58K +153 +1%
BFG
27
Beacon Financial Group
Texas
$281K
MCM
28
MAI Capital Management
Ohio
$281K +$7.24K +242 +2%
MSFS
29
Main Street Financial Solutions
Pennsylvania
$260K +$282K +9,411 New
IA
30
IFP Advisors
Florida
$258K
AWM
31
Aspire Wealth Management
Massachusetts
$232K -$7.81K -261 -3%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$9.75K -326 -4%
5L
33
55I LLC
Massachusetts
$229K +$246K +8,208 New
OCG
34
Opus Capital Group
Ohio
$211K -$1.72M -57,597 -88%
OPPS
35
Obsidian Personal Planning Solutions
Maryland
$201K +$216K +7,203 New
CA
36
CoreCap Advisors
Michigan
$192K -$16.2K -543 -7%
UBS Group
37
UBS Group
Switzerland
$96K +$28.9K +966 +39%
Osaic Holdings
38
Osaic Holdings
Arizona
$66K -$49.1K -1,640 -41%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$51K +$54.5K +1,821 New
BAM
40
Bellevue Asset Management
Washington
$33K
CFN
41
Cordasco Financial Network
Florida
$18K
CFD
42
Creative Financial Designs
Indiana
$14K
NFSG
43
Newbridge Financial Services Group
Florida
$14K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$7K -$16.1K -538 -70%
GEA
45
Glen Eagle Advisors
New Jersey
$3.08K
HFS
46
Hantz Financial Services
Michigan
$2K
AR
47
Apeiron RIA
Texas
$37
ZF
48
Zhang Financial
Michigan
-$356K -11,605 Closed
AssetMark Inc
49
AssetMark Inc
California
-$7.78K -260 -98%

DDWM Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2022, worth a combined $121M — up 23% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DDWM positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $12M. The largest seller was Opus Capital Group, cutting an estimated $1.72M.

  • 48 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2022, up from 42 in Q1 2022.
  • Funds reported $121M of WisdomTree Dynamic International Equity Fund stock for Q2 2022, up 23% quarter-over-quarter.
  • 8 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2022 and 2 closed out, a net change of +6 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2022 was Bank of America, an estimated $12M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2022 was Opus Capital Group, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2022.