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WisdomTree Dynamic International Equity Fund

31 hedge funds and large institutions have $336M invested in WisdomTree Dynamic International Equity Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

3% more capital invested

Capital invested by funds: $326M → $336M (+$9.74M)

0.24% more ownership

Funds ownership: 97.6%97.84% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 3231 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
13
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$228M -$4.63M -153,543 -2%
ST
2
Spinnaker Trust
Maine
$49.6M +$748K +24,777 +2%
Morgan Stanley
3
Morgan Stanley
New York
$18.5M +$837K +27,741 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.1M +$4.46M +147,812 +80%
Bank of America
5
Bank of America
North Carolina
$4.76M +$1.21M +40,229 +35%
Citadel Advisors
6
Citadel Advisors
Florida
$4.62M +$291K +9,646 +7%
HCIA
7
Hochman Cole Investment Advisors
Illinois
$2.47M +$43.4K +1,438 +2%
AF
8
AMG Funds
Connecticut
$2.27M -$226K -7,500 -9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.2M +$3.44K +114 +0.2%
IFS
10
Ifrah Financial Services
Arkansas
$2.08M -$1.49M -49,281 -42%
WMG
11
WESCAP Management Group
California
$1.83M +$361K +11,953 +25%
LPL Financial
12
LPL Financial
California
$1.5M +$186K +6,155 +14%
UBS Group
13
UBS Group
Switzerland
$1.47M +$1.17M +38,617 +401%
CS
14
Comerica Securities
Michigan
$1.41M -$130K -4,317 -9%
ECM
15
Exchange Capital Management
Michigan
$940K +$929K +30,768 New
LNC
16
Lincoln National Corp
Pennsylvania
$818K +$809K +26,791 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$785K -$52.1K -1,725 -6%
CG
18
Caprock Group
Idaho
$627K +$3.92K +130 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$413K +$241K +7,989 +145%
RJA
20
Raymond James & Associates
Florida
$368K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$311K +$307K +10,187 New
SAM
22
Summit Asset Management
Tennessee
$299K
JP Morgan Chase
23
JP Morgan Chase
New York
$282K +$106K +3,525 +62%
OMC
24
Old Mission Capital
Illinois
$230K +$227K +7,517 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$228K -$74.4K -2,466 -25%

DDWM Hedge Fund Activity: Q4 2017 in Review

31 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q4 2017, worth a combined $336M — up 3% from $326M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DDWM and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $4.46M. The largest seller was Fund Evaluation Group, cutting an estimated $4.63M.

  • 31 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q4 2017, down from 32 in Q3 2017.
  • Funds reported $336M of WisdomTree Dynamic International Equity Fund stock for Q4 2017, up 3% quarter-over-quarter.
  • 5 funds opened new WisdomTree Dynamic International Equity Fund positions in Q4 2017 and 6 closed out, a net change of -1 holder.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q4 2017 was Commonwealth Equity Services, an estimated $4.46M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q4 2017 was Fund Evaluation Group, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2017.