We are live on ! Find out more
DDWM icon

WisdomTree Dynamic International Equity Fund

65 hedge funds and large institutions have $177M invested in WisdomTree Dynamic International Equity Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 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

7% more funds holding

Funds holding: 6165 (+4)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.47% less ownership

Funds ownership: 80.53%75.06% (-5.5%)

9% less capital invested

Capital invested by funds: $195M → $177M (-$17.8M)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
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
$1.21M +$154K +4,939 +14%
GWM
27
Geneos Wealth Management
Colorado
$1.21M -$97.7K -3,144 -7%
UBS Group
28
UBS Group
Switzerland
$751K +$515K +16,558 +204%
CG
29
Colony Group
Massachusetts
$683K -$75.2K -2,418 -10%
CA
30
Claro Advisors
Massachusetts
$544K +$6.68K +215 +1%
MWM
31
Maripau Wealth Management
Indiana
$510K +$67.2K +2,163 +15%
HAG
32
HF Advisory Group
Maryland
$452K +$3.54K +114 +0.8%
AWM
33
Axxcess Wealth Management
California
$427K +$436K +14,033 New
CAAS
34
Capital Asset Advisory Services
Michigan
$420K -$29.1K -935 -6%
AMM
35
American Money Management
California
$415K -$3.7K -119 -0.9%
SWP
36
Stratos Wealth Partners
Ohio
$389K -$24.4K -784 -6%
EH
37
Equitable Holdings
New York
$372K -$174K -5,603 -31%
T
38
TRUADVICE
Florida
$372K +$380K +12,231 New
WMG
39
WESCAP Management Group
California
$333K
AR
40
Apeiron RIA
Texas
$324K -$45K -1,448 -12%
JP Morgan Chase
41
JP Morgan Chase
New York
$315K +$5.5K +177 +2%
BFG
42
Beacon Financial Group
Texas
$301K
MWM
43
Modera Wealth Management
New Jersey
$299K +$306K +9,832 New
AWM
44
Aspire Wealth Management
Massachusetts
$264K +$1.06K +34 +0.4%
AWS
45
Atria Wealth Solutions
New York
$256K +$18K +579 +7%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$256K +$261K +8,390 New
PAG
47
Private Advisor Group
New Jersey
$252K +$933 +30 +0.4%
AWM
48
Avior Wealth Management
Nebraska
$242K +$8.18K +263 +3%
Ameriprise
49
Ameriprise
Minnesota
$241K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$234K -$73.7K -2,370 -24%

DDWM Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q3 2023, worth a combined $177M — down 9.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DDWM positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.05M. The largest seller was Envestnet Asset Management, cutting an estimated $5.58M.

  • 65 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $177M of WisdomTree Dynamic International Equity Fund stock for Q3 2023, down 9.1% quarter-over-quarter.
  • 9 funds opened new WisdomTree Dynamic International Equity Fund positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q3 2023 was LPL Financial, an estimated $5.05M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q3 2023 was Envestnet Asset Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2023.