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WisdomTree Dynamic International Equity Fund

61 hedge funds and large institutions have $195M invested in WisdomTree Dynamic International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 5661 (+5)

7% more capital invested

Capital invested by funds: $182M → $195M (+$12.5M)

3.96% more ownership

Funds ownership: 76.57%80.53% (+4%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
18
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$1.09M +$1.1M +34,923 New
CG
27
Colony Group
Massachusetts
$777K -$61K -1,942 -7%
KAS
28
Kestra Advisory Services
Texas
$607K +$316K +10,054 +107%
EH
29
Equitable Holdings
New York
$557K -$21.9K -697 -4%
CA
30
Claro Advisors
Massachusetts
$552K +$46.5K +1,482 +9%
HAG
31
HF Advisory Group
Maryland
$460K +$16.8K +536 +4%
MWM
32
Maripau Wealth Management
Indiana
$455K +$457K +14,568 New
CAAS
33
Capital Asset Advisory Services
Michigan
$455K -$51.9K -1,653 -10%
AMM
34
American Money Management
California
$430K -$8.13K -259 -2%
SWP
35
Stratos Wealth Partners
Ohio
$423K -$52.3K -1,665 -11%
AR
36
Apeiron RIA
Texas
$377K
WAS
37
Wealth Advisory Solutions
Indiana
$355K
WMG
38
WESCAP Management Group
California
$342K
VWA
39
V Wealth Advisors
Kansas
$335K +$4.3K +137 +1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$321K +$322K +10,265 New
JP Morgan Chase
41
JP Morgan Chase
New York
$318K +$23.6K +753 +8%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$314K -$33.8K -1,077 -10%
BFG
43
Beacon Financial Group
Texas
$299K
MCM
44
MAI Capital Management
Ohio
$289K +$3.01K +96 +1%
AWM
45
Aspire Wealth Management
Massachusetts
$270K
PAG
46
Private Advisor Group
New Jersey
$257K -$3.48K -111 -1%
UBS Group
47
UBS Group
Switzerland
$254K -$54.1K -1,722 -18%
Ameriprise
48
Ameriprise
Minnesota
$247K
AWS
49
Atria Wealth Solutions
New York
$244K +$245K +7,811 New
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$244K +$177K +5,629 +258%

DDWM Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2023, worth a combined $195M — up 6.9% from $182M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DDWM positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $9.61M. The largest seller was Bank of America, cutting an estimated $19.8M.

  • 61 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $195M of WisdomTree Dynamic International Equity Fund stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 9 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2023 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2023 was Citadel Advisors, an estimated $9.61M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2023 was Bank of America, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2023.