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WisdomTree Dynamic International Equity Fund

39 hedge funds and large institutions have $114M invested in WisdomTree Dynamic International Equity Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 3339 (+6)

10% more capital invested

Capital invested by funds: $104M → $114M (+$10M)

3.99% more ownership

Funds ownership: 63.93%67.92% (+4%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
12
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$28.6M +$1.39M +45,493 +5%
KOC
2
Koss-Olinger Consulting
Florida
$21.1M +$724K +23,760 +4%
ECM
3
Exchange Capital Management
Michigan
$11.2M -$104K -3,397 -0.9%
SIM
4
Stratos Investment Management
Ohio
$9.11M +$2.54M +83,278 +39%
OCG
5
Opus Capital Group
Ohio
$8.24M -$298K -9,769 -4%
Bank of America
6
Bank of America
North Carolina
$5.75M +$902K +29,600 +19%
AWM
7
AE Wealth Management
Kansas
$5.7M +$196K +6,434 +4%
CA
8
Cetera Advisors
Colorado
$3.64M +$667K +21,894 +23%
Morgan Stanley
9
Morgan Stanley
New York
$2.56M -$83.7K -2,745 -3%
OMC
10
Old Mission Capital
Illinois
$2.54M +$2.51M +82,386 New
LPL Financial
11
LPL Financial
California
$2.51M -$418K -13,713 -14%
EWM
12
Endowment Wealth Management
Wisconsin
$2.28M +$2.26M +74,007 New
SC
13
Savant Capital
Illinois
$1.92M -$447K -14,651 -19%
CG
14
Caprock Group
Idaho
$1.85M +$12.5K +409 +0.7%
Jane Street
15
Jane Street
New York
$1.51M -$639K -20,947 -30%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$627K +$11.9K +391 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$533K +$50.7K +1,663 +11%
AMM
18
American Money Management
California
$484K -$36.5K -1,197 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$412K +$408K +13,387 New
AR
20
Apeiron RIA
Texas
$403K +$399K +13,073 New
WMG
21
WESCAP Management Group
California
$390K -$143K -4,697 -27%
ZF
22
Zhang Financial
Michigan
$358K
SWP
23
Stratos Wealth Partners
Ohio
$339K -$95.2K -3,123 -22%
VWA
24
V Wealth Advisors
Kansas
$315K +$1.58K +52 +0.5%
BFG
25
Beacon Financial Group
Texas
$312K

DDWM Hedge Fund Activity: Q4 2021 in Review

39 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q4 2021, worth a combined $114M — up 9.7% from $104M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DDWM positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Stratos Investment Management, adding an estimated $2.54M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $3.58M sold.

  • 39 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $114M of WisdomTree Dynamic International Equity Fund stock for Q4 2021, up 9.7% quarter-over-quarter.
  • 8 funds opened new WisdomTree Dynamic International Equity Fund positions in Q4 2021 and 1 closed out, a net change of +7 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q4 2021 was Stratos Investment Management, an estimated $2.54M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q4 2021 was Integrated Wealth Concepts, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2021.