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WisdomTree Dynamic International Equity Fund

61 hedge funds and large institutions have $195M invested in WisdomTree Dynamic International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 5661 (+5)

7% more capital invested

Capital invested by funds: $182M → $195M (+$12.5M)

3.96% more ownership

Funds ownership: 76.57%80.53% (+4%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
+5
Holders Change %
+8.93%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
18
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$39.8M -$387K -12,340 -1%
LPL Financial
2
LPL Financial
California
$24M +$4.79M +152,574 +25%
ECM
3
Exchange Capital Management
Michigan
$15.1M -$148K -4,726 -1%
SIM
4
Stratos Investment Management
Ohio
$12.9M +$595K +18,952 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$9.92M +$9.61M +306,200 +2,703%
Bank of America
6
Bank of America
North Carolina
$8.59M -$19.8M -630,965 -70%
MNBTD
7
Moody National Bank Trust Division
Texas
$6.97M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.97M +$6.02M +191,800 +617%
CA
9
Cetera Advisors
Colorado
$6.61M +$110K +3,508 +2%
AWM
10
AE Wealth Management
Kansas
$6.38M +$1.29M +40,996 +25%
RJA
11
Raymond James & Associates
Florida
$5.84M -$269K -8,570 -4%
Jane Street
12
Jane Street
New York
$5.56M -$434K -13,818 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.73M +$4.72M +150,298 +12,239%
FTUS
14
Flow Traders U.S.
New York
$4.46M -$3.78M -120,437 -46%
BFA
15
BMS Financial Advisors
South Dakota
$3.84M +$3.85M +122,768 New
FRA
16
FFG Retirement Advisors
Colorado
$3.63M -$20.3K -646 -0.6%
Morgan Stanley
17
Morgan Stanley
New York
$3.63M -$36.1K -1,149 -1%
RWA
18
Rooted Wealth Advisors
Illinois
$3.21M +$648K +20,642 +25%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.71M +$1.72M +54,867 +172%
CG
20
Caprock Group
Idaho
$1.94M +$32.8K +1,045 +2%
AFG
21
Atomi Financial Group
New York
$1.77M +$1.77M +56,505 New
OAM
22
Occidental Asset Management
California
$1.64M +$1.65M +52,551 New
SC
23
Savant Capital
Illinois
$1.46M -$31.9K -1,015 -2%
GWM
24
Geneos Wealth Management
Colorado
$1.34M +$51.7K +1,647 +4%
OMC
25
Old Mission Capital
Illinois
$1.31M -$3.79M -120,598 -74%

DDWM Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2023, worth a combined $195M — up 6.9% from $182M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DDWM positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $9.61M. The largest seller was Bank of America, cutting an estimated $19.8M.

  • 61 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2023, up from 56 in Q1 2023.
  • Funds reported $195M of WisdomTree Dynamic International Equity Fund stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 9 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2023 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2023 was Citadel Advisors, an estimated $9.61M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2023 was Bank of America, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2023.