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WisdomTree Dynamic International Equity Fund

37 hedge funds and large institutions have $130M invested in WisdomTree Dynamic International Equity Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

46% more capital invested

Capital invested by funds: $89M → $130M (+$40.8M)

4.82% more ownership

Funds ownership: 46.34%51.16% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 3837 (-1)

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
18
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$18.3M -$157K -5,424 -0.9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.8M +$12.4M +429,448 +368%
ECM
3
Exchange Capital Management
Michigan
$12.2M +$221K +7,634 +2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.5M +$161K +5,567 +2%
OCG
5
Opus Capital Group
Ohio
$9.06M +$9.03M +312,488 New
BFG
6
Beacon Financial Group
Texas
$8.85M -$713K -24,675 -7%
Bank of America
7
Bank of America
North Carolina
$8M +$162K +5,588 +2%
CG
8
Caprock Group
Idaho
$6.34M +$258K +8,916 +4%
Morgan Stanley
9
Morgan Stanley
New York
$5.78M +$274K +9,466 +5%
SMG
10
Smart Money Group
Texas
$5.56M +$740K +25,586 +15%
Jane Street
11
Jane Street
New York
$3.49M +$1.85M +63,834 +113%
Citadel Advisors
12
Citadel Advisors
Florida
$3.48M -$336K -11,620 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.28M +$2.98M +103,003 +1,010%
S
14
Surevest
California
$3.23M +$95.4K +3,299 +3%
WMG
15
WESCAP Management Group
California
$2.65M -$22.7K -784 -0.9%
SIM
16
Stratos Investment Management
Ohio
$1.94M +$1.93M +66,738 New
UBS Group
17
UBS Group
Switzerland
$1.88M +$288K +9,949 +18%
HFA
18
Huber Financial Advisors
Illinois
$1.7M +$634K +21,928 +60%
HCIA
19
Hochman Cole Investment Advisors
Illinois
$1.42M -$578K -20,012 -29%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$209K +7,224 +20%
LPL Financial
21
LPL Financial
California
$1.27M +$289K +9,983 +30%
RA
22
RFG Advisory
Alabama
$867K +$112K +3,863 +15%
CFA
23
Carroll Financial Associates
North Carolina
$607K +$423K +14,622 +232%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$539K -$11.9K -410 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$427K -$122K -4,232 -22%

DDWM Hedge Fund Activity: Q2 2019 in Review

37 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2019, worth a combined $130M — up 46% from $89M a quarter earlier.

Fund positioning in DDWM was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 18 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.4M. The largest seller was Beacon Financial Group, cutting an estimated $713K.

  • 37 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2019, down from 38 in Q1 2019.
  • Funds reported $130M of WisdomTree Dynamic International Equity Fund stock for Q2 2019, up 46% quarter-over-quarter.
  • 3 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $12.4M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2019 was Beacon Financial Group, an estimated $713K sold.

Based on aggregated 13F filings for Q2 2019.