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WisdomTree Dynamic International Equity Fund

33 hedge funds and large institutions have $78.7M invested in WisdomTree Dynamic International Equity Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.5% more ownership

Funds ownership: 44.96%52.46% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3533 (-2)

11% less capital invested

Capital invested by funds: $88.9M → $78.7M (-$10.2M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$18.1M -$2.54M -97,645 -12%
ECM
2
Exchange Capital Management
Michigan
$9.65M +$37.1K +1,426 +0.4%
OCG
3
Opus Capital Group
Ohio
$7.61M -$27.3K -1,047 -0.3%
LPL Financial
4
LPL Financial
California
$5.34M -$544K -20,879 -9%
Jane Street
5
Jane Street
New York
$5.02M +$3.88M +149,101 +308%
SMG
6
Smart Money Group
Texas
$4.9M +$1.12M +42,982 +29%
Bank of America
7
Bank of America
North Carolina
$3.77M -$4.09M -156,951 -51%
SC
8
Savant Capital
Illinois
$2.91M -$944K -36,250 -24%
SIM
9
Stratos Investment Management
Ohio
$2.67M +$198K +7,618 +8%
Morgan Stanley
10
Morgan Stanley
New York
$2.41M -$101K -3,876 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.58M -$8.22M -315,720 -84%
T
12
TRUADVICE
Florida
$1.53M +$1.54M +59,232 New
BFG
13
Beacon Financial Group
Texas
$1.52M -$1.65M -63,509 -65%
AWM
14
AE Wealth Management
Kansas
$1.51M +$134K +5,149 +10%
SS
15
Simplicity Solutions
Minnesota
$1.5M +$149K +5,712 +11%
CG
16
Caprock Group
Idaho
$1.48M +$17.2K +660 +1%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.42M +$197K +7,565 +16%
AAS
18
Avantax Advisory Services
Texas
$1M +$1.03M +39,545 New
UBS Group
19
UBS Group
Switzerland
$858K -$456K -17,502 -34%
WMG
20
WESCAP Management Group
California
$726K -$412K -15,803 -36%
HCIA
21
Hochman Cole Investment Advisors
Illinois
$718K -$328K -12,593 -31%
Citadel Advisors
22
Citadel Advisors
Florida
$652K -$26.7K -1,025 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$475K -$26.7K -1,025 -5%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$467K +$478K +18,365 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$456K -$9.43K -362 -2%

DDWM Hedge Fund Activity: Q3 2020 in Review

33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q3 2020, worth a combined $78.7M — down 11% from $88.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DDWM and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $3.88M. The largest seller was Commonwealth Equity Services, cutting an estimated $8.22M.

  • 33 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q3 2020, down from 35 in Q2 2020.
  • Funds reported $78.7M of WisdomTree Dynamic International Equity Fund stock for Q3 2020, down 11% quarter-over-quarter.
  • 5 funds opened new WisdomTree Dynamic International Equity Fund positions in Q3 2020 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q3 2020 was Jane Street, an estimated $3.88M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q3 2020 was Commonwealth Equity Services, an estimated $8.22M sold.

Based on aggregated 13F filings for Q3 2020.