We are live on ! Find out more
DDWM icon

WisdomTree Dynamic International Equity Fund

33 hedge funds and large institutions have $104M invested in WisdomTree Dynamic International Equity Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $98.9M → $104M (+$5.11M)

3.15% more ownership

Funds ownership: 60.79%63.93% (+3.1%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 3433 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$26.3M +$2.28M +73,442 +9%
KOC
2
Koss-Olinger Consulting
Florida
$19.8M +$685K +22,083 +3%
ECM
3
Exchange Capital Management
Michigan
$11M -$424K -13,692 -4%
OCG
4
Opus Capital Group
Ohio
$8.27M -$346K -11,156 -4%
SIM
5
Stratos Investment Management
Ohio
$6.34M +$2.33M +75,045 +55%
AWM
6
AE Wealth Management
Kansas
$5.33M +$891K +28,749 +19%
Bank of America
7
Bank of America
North Carolina
$4.69M +$170K +5,478 +4%
IWC
8
Integrated Wealth Concepts
Massachusetts
$3.58M +$398K +12,831 +12%
CA
9
Cetera Advisors
Colorado
$2.88M +$2.99M +96,307 New
LPL Financial
10
LPL Financial
California
$2.84M -$77.5K -2,500 -3%
Morgan Stanley
11
Morgan Stanley
New York
$2.57M -$40.5K -1,305 -1%
SC
12
Savant Capital
Illinois
$2.3M -$189K -6,107 -7%
Jane Street
13
Jane Street
New York
$2.09M +$2.17M +69,916 New
CG
14
Caprock Group
Idaho
$1.78M +$19.2K +618 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$596K -$9.39K -303 -1%
WMG
16
WESCAP Management Group
California
$519K
AMM
17
American Money Management
California
$505K +$524K +16,919 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$467K +$90.9K +2,931 +23%
SWP
19
Stratos Wealth Partners
Ohio
$422K -$10.9K -351 -2%
ZF
20
Zhang Financial
Michigan
$346K +$360K +11,605 New
HCIA
21
Hochman Cole Investment Advisors
Illinois
$316K -$36K -1,162 -10%
VWA
22
V Wealth Advisors
Kansas
$303K +$3.32K +107 +1%
BFG
23
Beacon Financial Group
Texas
$301K
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$279K -$55.8K -1,800 -16%
Osaic Holdings
25
Osaic Holdings
Arizona
$84K +$403 +13 +0.5%

DDWM Hedge Fund Activity: Q3 2021 in Review

33 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q3 2021, worth a combined $104M — up 5.2% from $98.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DDWM and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $2.99M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.36M sold.

  • 33 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q3 2021, down from 34 in Q2 2021.
  • Funds reported $104M of WisdomTree Dynamic International Equity Fund stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree Dynamic International Equity Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q3 2021 was Cetera Advisors, an estimated $2.99M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q3 2021 was Flow Traders U.S., an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2021.