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WisdomTree Dynamic International Equity Fund

64 hedge funds and large institutions have $182M invested in WisdomTree Dynamic International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3.52% more ownership

Funds ownership: 75.06%78.58% (+3.5%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $177M → $182M (+$4.79M)

2% less funds holding

Funds holding: 6564 (-1)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Midland Wealth Advisors
Illinois
$888K +$850K +27,596 New
UBS Group
27
UBS Group
Switzerland
$797K +$2.62K +85 +0.3%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$706K +$676K +21,926 New
CA
29
Claro Advisors
Massachusetts
$550K -$24.3K -787 -4%
HAG
30
HF Advisory Group
Maryland
$521K +$41.9K +1,359 +9%
PAG
31
Private Advisor Group
New Jersey
$508K +$232K +7,517 +91%
AMM
32
American Money Management
California
$437K -$1.66K -54 -0.4%
SWP
33
Stratos Wealth Partners
Ohio
$373K -$36.3K -1,177 -9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$370K +$118K +3,822 +50%
WMG
35
WESCAP Management Group
California
$352K
NS
36
NBC Securities
Alabama
$349K +$175K +5,675 +109%
AR
37
Apeiron RIA
Texas
$341K -$894 -29 -0.3%
BFG
38
Beacon Financial Group
Texas
$331K +$18.3K +595 +6%
JP Morgan Chase
39
JP Morgan Chase
New York
$322K -$10.4K -336 -3%
MWM
40
Modera Wealth Management
New Jersey
$316K
AWM
41
Aspire Wealth Management
Massachusetts
$279K
AWS
42
Atria Wealth Solutions
New York
$251K -$18.4K -597 -7%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$251K -$18.4K -597 -7%
KA
44
Kure Advisory
Minnesota
$239K -$2.56M -83,099 -92%
Ameriprise
45
Ameriprise
Minnesota
$232K -$21.6K -700 -9%
EH
46
Equitable Holdings
New York
$231K -$155K -5,026 -41%
SAW
47
Signal Advisors Wealth
Michigan
$216K +$207K +6,704 New
OPPS
48
Obsidian Personal Planning Solutions
Maryland
$203K +$195K +6,317 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$171K -$21.6K -702 -12%
T
50
Tidemark
California
$136K +$130K +4,229 New