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WisdomTree Dynamic International Equity Fund

38 hedge funds and large institutions have $89M invested in WisdomTree Dynamic International Equity Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more funds holding

Funds holding: 3338 (+5)

1.85% more ownership

Funds ownership: 44.49%46.34% (+1.8%)

4% more capital invested

Capital invested by funds: $85.9M → $89M (+$3.12M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
7
Increased
13
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$18.1M -$1.1M -39,503 -6%
ECM
2
Exchange Capital Management
Michigan
$11.8M +$543K +19,473 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.2M -$15.9K -569 -0.2%
Bank of America
4
Bank of America
North Carolina
$7.7M +$4.62M +165,691 +159%
CG
5
Caprock Group
Idaho
$5.97M +$393K +14,093 +7%
Morgan Stanley
6
Morgan Stanley
New York
$5.41M +$1.1M +39,532 +26%
SMG
7
Smart Money Group
Texas
$4.73M +$4.62M +165,982 New
Citadel Advisors
8
Citadel Advisors
Florida
$3.75M -$3.47M -124,549 -49%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.33M +$858K +30,797 +36%
S
10
Surevest
California
$3.08M -$70.9K -2,544 -2%
WMG
11
WESCAP Management Group
California
$2.62M +$294K +10,535 +13%
HCIA
12
Hochman Cole Investment Advisors
Illinois
$1.97M -$193K -6,937 -9%
Jane Street
13
Jane Street
New York
$1.61M -$1.93M -69,314 -55%
UBS Group
14
UBS Group
Switzerland
$1.56M -$1.01M -36,248 -40%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$331K +11,881 +48%
HFA
16
Huber Financial Advisors
Illinois
$1.04M +$734K +26,354 +259%
LPL Financial
17
LPL Financial
California
$961K +$127K +4,566 +16%
RA
18
RFG Advisory
Alabama
$746K +$177K +6,351 +32%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$541K -$332K -11,907 -39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$541K +$242K +8,669 +84%
WP
21
WealthSource Partners
California
$385K +$376K +13,504 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$331K +$108K +3,878 +50%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$291K +$284K +10,195 New
JP Morgan Chase
24
JP Morgan Chase
New York
$282K +$18.5K +663 +7%
BA
25
BKS Advisors
Michigan
$230K +$224K +8,054 New

DDWM Hedge Fund Activity: Q1 2019 in Review

38 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q1 2019, worth a combined $89M — up 3.6% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DDWM positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Smart Money Group, opening a new position worth an estimated $4.62M. The largest seller was Citadel Advisors, cutting an estimated $3.47M.

  • 38 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $89M of WisdomTree Dynamic International Equity Fund stock for Q1 2019, up 3.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree Dynamic International Equity Fund positions in Q1 2019 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q1 2019 was Smart Money Group, an estimated $4.62M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q1 2019 was Citadel Advisors, an estimated $3.47M sold.

Based on aggregated 13F filings for Q1 2019.