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WisdomTree Dynamic International Equity Fund

55 hedge funds and large institutions have $168M invested in WisdomTree Dynamic International Equity Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

38% more capital invested

Capital invested by funds: $121M → $168M (+$46.4M)

17% more funds holding

Funds holding: 4755 (+8)

3.09% more ownership

Funds ownership: 73.31%76.39% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
24
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$389K +$51.9K +1,823 +16%
AR
27
Apeiron RIA
Texas
$379K
IA
28
IFP Advisors
Florida
$372K +$106K +3,717 +43%
CA
29
Claro Advisors
Massachusetts
$335K +$326K +11,467 New
WAS
30
Wealth Advisory Solutions
Indiana
$332K
EH
31
Equitable Holdings
New York
$320K +$312K +10,956 New
WMG
32
WESCAP Management Group
California
$320K
VWA
33
V Wealth Advisors
Kansas
$308K +$1.2K +42 +0.4%
Ameriprise
34
Ameriprise
Minnesota
$290K -$50.3K -1,769 -15%
BFG
35
Beacon Financial Group
Texas
$283K
UBS Group
36
UBS Group
Switzerland
$277K +$53.9K +1,896 +25%
JP Morgan Chase
37
JP Morgan Chase
New York
$269K +$261K +9,186 New
MCM
38
MAI Capital Management
Ohio
$266K +$853 +30 +0.3%
AWM
39
Aspire Wealth Management
Massachusetts
$253K +$16.6K +582 +7%
MML Investors Services
40
MML Investors Services
Massachusetts
$239K +$232K +8,156 New
SCFS
41
S.C. Financial Services
Arizona
$235K +$228K +8,023 New
KOC
42
Koss-Olinger Consulting
Florida
$207K +$201K +7,078 New
NA
43
NewEdge Advisors
Louisiana
$175K +$170K +5,973 New
CA
44
CoreCap Advisors
Michigan
$164K +$160K +5,616 New
Osaic Holdings
45
Osaic Holdings
Arizona
$69K +$171 +6 +0.3%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$59.2K +$29K +1,019 +101%
BAM
47
Bellevue Asset Management
Washington
$32.2K -$2.08K -73 -6%
NFSG
48
Newbridge Financial Services Group
Florida
$14.9K +$341 +12 +2%
CFD
49
Creative Financial Designs
Indiana
$14.5K
PTC
50
Private Trust Company
Ohio
$6K +$6.03K +212 New

DDWM Hedge Fund Activity: Q4 2022 in Review

55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q4 2022, worth a combined $168M — up 38% from $121M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DDWM positions and 8 closed out — a net gain of 8 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.39M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.95M sold.

  • 55 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $168M of WisdomTree Dynamic International Equity Fund stock for Q4 2022, up 38% quarter-over-quarter.
  • 16 funds opened new WisdomTree Dynamic International Equity Fund positions in Q4 2022 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.39M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q4 2022 was Citadel Advisors, an estimated $5.95M sold.

Based on aggregated 13F filings for Q4 2022.