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WisdomTree Dynamic International Equity Fund

33 hedge funds and large institutions have $85.9M invested in WisdomTree Dynamic International Equity Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

45% more capital invested

Capital invested by funds: $59.3M → $85.9M (+$26.7M)

32.51% more ownership

Funds ownership: 11.98%44.49% (+33%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
7
Increased
13
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$17.5M -$2.34M -84,765 -11%
BFG
2
Beacon Financial Group
Texas
$10.2M +$10.4M +377,019 +2,226%
ECM
3
Exchange Capital Management
Michigan
$10.2M +$10.9M +394,189 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.28M +$9.06K +328 +0.1%
Citadel Advisors
5
Citadel Advisors
Florida
$6.63M +$7.07M +255,988 New
CG
6
Caprock Group
Idaho
$5.06M +$4.39M +158,773 +433%
Morgan Stanley
7
Morgan Stanley
New York
$3.89M -$327K -11,827 -7%
Jane Street
8
Jane Street
New York
$3.26M +$1.14M +41,139 +49%
S
9
Surevest
California
$2.87M +$3.06M +110,761 New
Bank of America
10
Bank of America
North Carolina
$2.7M +$378K +13,692 +15%
UBS Group
11
UBS Group
Switzerland
$2.36M +$259K +9,388 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.23M -$64.5K -2,334 -3%
WMG
13
WESCAP Management Group
California
$2.11M +$531K +19,232 +31%
HCIA
14
Hochman Cole Investment Advisors
Illinois
$1.97M +$1.01M +36,546 +93%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$800K +$853K +30,890 New
LPL Financial
16
LPL Financial
California
$755K -$63.7K -2,307 -7%
AF
17
Affiance Financial
Minnesota
$676K +$721K +26,093 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$648K +$649K +23,507 +1,574%
RIA
19
Regal Investment Advisors
Michigan
$605K +$200K +7,250 +45%
RA
20
RFG Advisory
Alabama
$508K +$4.39K +159 +0.8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$316K -$145K -5,253 -31%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$267K +$284K +10,290 New
HFA
23
Huber Financial Advisors
Illinois
$264K +$281K +10,177 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$255K +$173K +6,279 +177%
JP Morgan Chase
25
JP Morgan Chase
New York
$239K

DDWM Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q4 2018, worth a combined $85.9M — up 45% from $59.3M a quarter earlier.

Fund positioning in DDWM was balanced in Q4 2018: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 7 trimmed.

The largest buyer was Exchange Capital Management, opening a new position worth an estimated $10.9M. The largest seller was Fund Evaluation Group, cutting an estimated $2.34M.

  • 33 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $85.9M of WisdomTree Dynamic International Equity Fund stock for Q4 2018, up 45% quarter-over-quarter.
  • 7 funds opened new WisdomTree Dynamic International Equity Fund positions in Q4 2018 and 7 closed out, a net change of 0 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q4 2018 was Exchange Capital Management, an estimated $10.9M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q4 2018 was Fund Evaluation Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2018.