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WisdomTree Dynamic International Equity Fund

34 hedge funds and large institutions have $98.9M invested in WisdomTree Dynamic International Equity Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $88.6M → $98.9M (+$10.3M)

3% more funds holding

Funds holding: 3334 (+1)

1.83% more ownership

Funds ownership: 58.96%60.79% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
13
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$24.8M +$2.02M +65,603 +9%
KOC
2
Koss-Olinger Consulting
Florida
$19.6M +$1.97M +63,888 +11%
ECM
3
Exchange Capital Management
Michigan
$11.7M -$47.9K -1,556 -0.4%
OCG
4
Opus Capital Group
Ohio
$8.85M -$79K -2,567 -0.9%
Bank of America
5
Bank of America
North Carolina
$4.65M +$160K +5,189 +4%
AWM
6
AE Wealth Management
Kansas
$4.59M +$1.02M +33,223 +29%
SIM
7
Stratos Investment Management
Ohio
$4.21M +$841K +27,335 +25%
IWC
8
Integrated Wealth Concepts
Massachusetts
$3.29M +$195K +6,340 +6%
LPL Financial
9
LPL Financial
California
$3M -$152K -4,934 -5%
Morgan Stanley
10
Morgan Stanley
New York
$2.68M -$7.78K -253 -0.3%
SC
11
Savant Capital
Illinois
$2.55M -$101K -3,268 -4%
CG
12
Caprock Group
Idaho
$1.81M +$19.8K +644 +1%
FTUS
13
Flow Traders U.S.
New York
$1.36M +$917K +29,814 +206%
Citadel Advisors
14
Citadel Advisors
Florida
$1.33M +$1.06M +34,589 +389%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$622K -$16.7K -544 -3%
WMG
16
WESCAP Management Group
California
$533K -$178K -5,782 -25%
SWP
17
Stratos Wealth Partners
Ohio
$445K +$228K +7,427 +105%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$401K -$589K -19,145 -59%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$390K +$52.8K +1,715 +16%
HCIA
20
Hochman Cole Investment Advisors
Illinois
$361K -$1.38K -45 -0.4%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$342K -$31K -1,008 -8%
VWA
22
V Wealth Advisors
Kansas
$310K +$2.49K +81 +0.8%
BFG
23
Beacon Financial Group
Texas
$305K -$5.6K -182 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$270K +$271K +8,796 New
UBS Group
25
UBS Group
Switzerland
$218K -$4.15K -135 -2%

DDWM Hedge Fund Activity: Q2 2021 in Review

34 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2021, worth a combined $98.9M — up 12% from $88.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new DDWM positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.02M. The largest seller was Susquehanna International Group, cutting an estimated $589K.

  • 34 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2021, up from 33 in Q1 2021.
  • Funds reported $98.9M of WisdomTree Dynamic International Equity Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 3 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2021 and 2 closed out, a net change of +1 holder.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $2.02M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2021 was Susquehanna International Group, an estimated $589K sold.

Based on aggregated 13F filings for Q2 2021.