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WisdomTree Dynamic International Equity Fund

48 hedge funds and large institutions have $143M invested in WisdomTree Dynamic International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $125M → $143M (+$18M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

12% more funds holding

Funds holding: 4348 (+5)

6.46% more ownership

Funds ownership: 48.9%55.35% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
17
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Fund Evaluation Group
Ohio
$19M -$67.6K -2,281 -0.4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$16.3M +$1.16M +39,086 +8%
ECM
3
Exchange Capital Management
Michigan
$12.3M -$438K -14,781 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.6M -$3.79K -128 -0%
OCG
5
Opus Capital Group
Ohio
$9.79M +$320K +10,791 +3%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$9.27M +$9.07M +305,860 New
Bank of America
7
Bank of America
North Carolina
$7.69M +$233K +7,872 +3%
CG
8
Caprock Group
Idaho
$6.65M +$13.3K +449 +0.2%
BFG
9
Beacon Financial Group
Texas
$6.4M -$593K -19,998 -9%
Morgan Stanley
10
Morgan Stanley
New York
$6.36M +$776K +26,177 +14%
SMG
11
Smart Money Group
Texas
$4.83M -$946K -31,919 -17%
HFA
12
Huber Financial Advisors
Illinois
$3.81M +$819K +27,636 +28%
S
13
Surevest
California
$3.17M -$213K -7,187 -6%
UBS Group
14
UBS Group
Switzerland
$3.12M +$1.03M +34,673 +51%
WMG
15
WESCAP Management Group
California
$2.89M +$18.8K +634 +0.7%
LPL Financial
16
LPL Financial
California
$2.59M +$1.15M +38,653 +83%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.44M -$222K -7,483 -9%
SIM
18
Stratos Investment Management
Ohio
$2.12M -$61.3K -2,066 -3%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$356K +11,990 +27%
SL
20
Systelligence LLC
Minnesota
$1.36M +$1.33M +45,010 New
HCIA
21
Hochman Cole Investment Advisors
Illinois
$1.25M +$157K +5,307 +15%
AWM
22
AE Wealth Management
Kansas
$1.24M +$703K +23,697 +138%
SS
23
Simplicity Solutions
Minnesota
$1.22M +$687K +23,171 +136%
RA
24
RFG Advisory
Alabama
$993K +$32K +1,080 +3%
Jane Street
25
Jane Street
New York
$961K -$3.08M -103,705 -77%

DDWM Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q4 2019, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DDWM positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $9.07M. The largest seller was Jane Street, cutting an estimated $3.08M.

  • 48 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $143M of WisdomTree Dynamic International Equity Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 11 funds opened new WisdomTree Dynamic International Equity Fund positions in Q4 2019 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q4 2019 was Mercer Global Advisors, an estimated $9.07M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q4 2019 was Jane Street, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2019.