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WisdomTree Dynamic International Equity Fund

79 hedge funds and large institutions have $208M invested in WisdomTree Dynamic International Equity Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 6979 (+10)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $202M → $208M (+$6.67M)

1.71% less ownership

Funds ownership: 70.89%69.18% (-1.7%)

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
27
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$243K +$237K +6,783 New
PWM
52
Perigon Wealth Management
California
$238K +$232K +6,629 New
OPPS
53
Obsidian Personal Planning Solutions
Maryland
$236K +$3.92K +112 +2%
RWA
54
Rooted Wealth Advisors
Illinois
$229K -$2.34M -66,862 -91%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$225K +$220K +6,274 New
Ameriprise
56
Ameriprise
Minnesota
$204K +$200K +5,700 New
GVAG
57
Great Valley Advisor Group
Delaware
$203K -$30.3K -866 -13%
UBS Group
58
UBS Group
Switzerland
$170K -$2.28K -65 -1%
CA
59
CoreCap Advisors
Michigan
$146K
Osaic Holdings
60
Osaic Holdings
Arizona
$130K +$27.4K +782 +28%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$128K +$14.5K +415 +13%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$58K -$16.8K -481 -23%
BWP
63
Baldwin Wealth Partners
Massachusetts
$57.7K +$56.3K +1,608 New
BAM
64
Bellevue Asset Management
Washington
$32.4K
PS
65
Principal Securities
Iowa
$30.6K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$28.9K +$24.8K +709 +731%
Comerica Bank
67
Comerica Bank
Texas
$25.9K -$28.9K -826 -53%
RIL
68
Rothschild Investment LLC
Illinois
$23.3K
Franklin Resources
69
Franklin Resources
California
$20.4K
CTWM
70
Cherry Tree Wealth Management
Minnesota
$16K +$15.6K +446 New
CFD
71
Creative Financial Designs
Indiana
$13.8K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$11.2K +$7.21K +206 +194%
RFG
73
REAP Financial Group
Texas
$8.25K -$280 -8 -3%
GEA
74
Glen Eagle Advisors
New Jersey
$3.94K
SAM
75
Smartleaf Asset Management
Massachusetts
$3.89K +$175 +5 +5%

DDWM Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q3 2024, worth a combined $208M — up 3.3% from $202M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DDWM positions and 3 closed out — a net gain of 10 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $11.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.

  • 79 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $208M of WisdomTree Dynamic International Equity Fund stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Dynamic International Equity Fund positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q3 2024 was World Investment Advisors, an estimated $11.7M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.