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WisdomTree Dynamic International Equity Fund

69 hedge funds and large institutions have $217M invested in WisdomTree Dynamic International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $182M → $217M (+$34.9M)

8% more funds holding

Funds holding: 6469 (+5)

3.68% more ownership

Funds ownership: 78.58%82.26% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.62M +$1.54M +47,228 New
MNBTD
27
Moody National Bank Trust Division
Texas
$1.59M
SC
28
Savant Capital
Illinois
$1.36M -$25.1K -770 -2%
LAS
29
Lloyd Advisory Services
Georgia
$1.29M +$872K +26,727 New
GWM
30
Geneos Wealth Management
Colorado
$1.21M -$15.9K -486 -1%
1WM
31
1858 Wealth Management
Ohio
$1.18M
AI
32
Atria Investments
North Carolina
$1.08M +$1.03M +31,564 New
JP Morgan Chase
33
JP Morgan Chase
New York
$898K +$530K +16,249 +162%
UBS Group
34
UBS Group
Switzerland
$869K +$21.6K +661 +3%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$724K -$24.2K -743 -3%
HAG
36
HF Advisory Group
Maryland
$654K +$95.7K +2,931 +18%
NS
37
NBC Securities
Alabama
$612K +$220K +6,734 +62%
CA
38
Claro Advisors
Massachusetts
$609K +$24.1K +738 +4%
PAG
39
Private Advisor Group
New Jersey
$494K -$43.7K -1,339 -8%
AMM
40
American Money Management
California
$455K -$8.52K -261 -2%
SAW
41
Signal Advisors Wealth
Michigan
$378K +$142K +4,337 +65%
WMG
42
WESCAP Management Group
California
$374K
AR
43
Apeiron RIA
Texas
$362K
BFG
44
Beacon Financial Group
Texas
$348K -$3.75K -115 -1%
MWM
45
Modera Wealth Management
New Jersey
$336K
SWP
46
Stratos Wealth Partners
Ohio
$314K -$79K -2,420 -21%
AWM
47
Aspire Wealth Management
Massachusetts
$297K
MWA
48
Midland Wealth Advisors
Illinois
$292K -$622K -19,050 -69%
MWM
49
Maripau Wealth Management
Indiana
$266K +$254K +7,781 New
Ameriprise
50
Ameriprise
Minnesota
$246K