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WisdomTree Dynamic International Equity Fund

20 hedge funds and large institutions have $315M invested in WisdomTree Dynamic International Equity Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more funds holding

Funds holding: 1020 (+10)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $258M → $315M (+$57M)

14.14% more ownership

Funds ownership: 86.57%100.71% (+14%)

Holders
20
Holders Change
+10
Holders Change %
+100%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
5
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$239M +$206K +7,552 +0.1%
ST
2
Spinnaker Trust
Maine
$42.9M +$42.1M +1,543,844 New
Morgan Stanley
3
Morgan Stanley
New York
$17.1M +$2.83M +103,866 +20%
IFS
4
Ifrah Financial Services
Arkansas
$3.17M -$60.9K -2,234 -2%
Jane Street
5
Jane Street
New York
$2.49M -$7.39M -270,796 -75%
HCIA
6
Hochman Cole Investment Advisors
Illinois
$1.87M +$18.5K +679 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.56M +$1.53M +56,277 New
Bank of America
8
Bank of America
North Carolina
$1.49M +$526K +19,279 +56%
CS
9
Comerica Securities
Michigan
$1.06M +$1.05M +38,333 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$952K +$935K +34,283 New
VKH
11
Virtu KCG Holdings
New York
$883K +$867K +31,798 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$849K +$834K +30,598 New
CG
13
Caprock Group
Idaho
$535K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$345K +$339K +12,421 New
CA
15
Cetera Advisors
Colorado
$287K +$10.9K +400 +4%
SAM
16
Summit Asset Management
Tennessee
$272K
JP Morgan Chase
17
JP Morgan Chase
New York
$161K +$158K +5,808 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$26K +$25.9K +948 New
IA
19
IFP Advisors
Florida
$22K +$21.7K +794 New
KKAMG
20
Kernodle & Katon Asset Management Group
Arkansas
$6K +$5.56K +204 New
Citadel Advisors
21
Citadel Advisors
Florida
-$609K -23,032 Closed

DDWM Hedge Fund Activity: Q1 2017 in Review

20 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q1 2017, worth a combined $315M — up 22% from $258M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DDWM positions and 1 closed out — a net gain of 10 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Spinnaker Trust, opening a new position worth an estimated $42.1M. The largest seller was Jane Street, cutting an estimated $7.39M.

  • 20 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q1 2017, up from 10 in Q4 2016.
  • Funds reported $315M of WisdomTree Dynamic International Equity Fund stock for Q1 2017, up 22% quarter-over-quarter.
  • 11 funds opened new WisdomTree Dynamic International Equity Fund positions in Q1 2017 and 1 closed out, a net change of +10 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q1 2017 was Spinnaker Trust, an estimated $42.1M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q1 2017 was Jane Street, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2017.