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WisdomTree Dynamic International Equity Fund
DDWM

69 hedge funds and large institutions have $202M invested in WisdomTree Dynamic International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 69 → 69 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $217M → $202M (-$15.2M)

11.38% less ownership

Funds ownership: 82.26% → 70.89% (-11%)

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
25
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.99M
2
SIM
Stratos Investment Management
Ohio
+$2.64M
3
Stifel Financial
Stifel Financial
Missouri
+$1.62M
4
Morgan Stanley
Morgan Stanley
New York
+$1.38M
5
Jane Street
Jane Street
New York
+$943K

Top Sellers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
-$6.16M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.72M
3
HIS
Harvest Investment Services
Illinois
-$1.86M
4
OMC
Old Mission Capital
Illinois
-$1.62M
5
NA
NewEdge Advisors
Louisiana
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.21M +$6.56K +191 +0.5%
Jane Street
27
Jane Street
New York
$935K +$943K +27,458 New
HAG
28
HF Advisory Group
Maryland
$789K +$139K +4,038 +21%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$725K +$3.91K +114 +0.5%
NS
30
NBC Securities
Alabama
$617K +$18.4K +535 +3%
MML Investors Services
31
MML Investors Services
Massachusetts
$477K +$481K +14,016 New
AMM
32
American Money Management
California
$448K -$5.7K -166 -1%
Goldman Sachs
33
Goldman Sachs
New York
$398K +$402K +11,698 New
IA
34
IFP Advisors
Florida
$386K +$201K +5,864 +107%
WWM
35
Western Wealth Management
Colorado
$378K +$381K +11,098 New
WMG
36
WESCAP Management Group
California
$373K – – –
AR
37
Apeiron RIA
Texas
$361K – – –
SWP
38
Stratos Wealth Partners
Ohio
$344K +$32K +931 +10%
BFG
39
Beacon Financial Group
Texas
$340K -$6.01K -175 -2%
MWM
40
Modera Wealth Management
New Jersey
$335K – – –
NA
41
NewEdge Advisors
Louisiana
$303K -$1.42M -41,498 -82%
AWM
42
Aspire Wealth Management
Massachusetts
$299K +$3.16K +92 +1%
PAG
43
Private Advisor Group
New Jersey
$286K -$208K -6,053 -42%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$247K +$12K +349 +5%
JP Morgan Chase
45
JP Morgan Chase
New York
$246K -$654K -19,052 -73%
OPPS
46
Obsidian Personal Planning Solutions
Maryland
$229K – – –
WEG
47
World Equity Group
Illinois
$226K +$228K +6,641 New
GVAG
48
Great Valley Advisor Group
Delaware
$222K – – –
MWA
49
Midland Wealth Advisors
Illinois
$214K -$77.2K -2,250 -26%
SA
50
Sanctuary Advisors
Indiana
$205K +$207K +6,021 New
1
2
3 4

DDWM Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2024, worth a combined $202M — down 7% from $217M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DDWM positions and 11 closed out — a net gain of 1 holder — while 25 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.99M. The largest seller was Stratos Wealth Advisors, cutting an estimated $6.16M.

  • 69 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $202M of WisdomTree Dynamic International Equity Fund stock for Q2 2024, down 7% quarter-over-quarter.
  • 12 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2024 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2024 was LPL Financial, an estimated $2.99M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2024 was Stratos Wealth Advisors, an estimated $6.16M sold.

Based on aggregated 13F filings for Q2 2024.