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WisdomTree Dynamic International Equity Fund

65 hedge funds and large institutions have $177M invested in WisdomTree Dynamic International Equity Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 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

7% more funds holding

Funds holding: 6165 (+4)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.47% less ownership

Funds ownership: 80.53%75.06% (-5.5%)

9% less capital invested

Capital invested by funds: $195M → $177M (-$17.8M)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
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
$40.8M +$2.06M +66,412 +5%
LPL Financial
2
LPL Financial
California
$28.3M +$5.05M +162,428 +21%
ECM
3
Exchange Capital Management
Michigan
$14.6M -$89.8K -2,889 -0.6%
SIM
4
Stratos Investment Management
Ohio
$13.1M +$586K +18,854 +5%
AWM
5
AE Wealth Management
Kansas
$7.56M +$1.37M +44,034 +22%
MNBTD
6
Moody National Bank Trust Division
Texas
$6.79M
CA
7
Cetera Advisors
Colorado
$6.77M +$333K +10,727 +5%
RJA
8
Raymond James & Associates
Florida
$6.22M +$539K +17,349 +9%
Bank of America
9
Bank of America
North Carolina
$5.73M -$2.7M -86,762 -32%
Citadel Advisors
10
Citadel Advisors
Florida
$4.66M -$5.11M -164,467 -52%
FRA
11
FFG Retirement Advisors
Colorado
$3.54M -$3.61K -116 -0.1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.95M +$315K +10,134 +12%
KA
13
Kure Advisory
Minnesota
$2.76M +$2.81M +90,519 New
RWA
14
Rooted Wealth Advisors
Illinois
$2.29M -$917K -29,493 -29%
Morgan Stanley
15
Morgan Stanley
New York
$2.21M -$1.35M -43,557 -38%
FTUS
16
Flow Traders U.S.
New York
$2.17M -$2.22M -71,429 -50%
OAM
17
Occidental Asset Management
California
$2.1M +$507K +16,317 +31%
CG
18
Caprock Group
Idaho
$1.91M +$19.2K +619 +1%
OMC
19
Old Mission Capital
Illinois
$1.88M +$619K +19,926 +48%
AFG
20
Atomi Financial Group
New York
$1.72M
HIS
21
Harvest Investment Services
Illinois
$1.66M +$1.69M +54,401 New
KAS
22
Kestra Advisory Services
Texas
$1.64M +$1.07M +34,320 +177%
Jane Street
23
Jane Street
New York
$1.34M -$4.16M -133,861 -75%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.32M -$5.58M -179,500 -81%
SC
25
Savant Capital
Illinois
$1.28M -$149K -4,805 -10%

DDWM Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q3 2023, worth a combined $177M — down 9.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DDWM positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.05M. The largest seller was Envestnet Asset Management, cutting an estimated $5.58M.

  • 65 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $177M of WisdomTree Dynamic International Equity Fund stock for Q3 2023, down 9.1% quarter-over-quarter.
  • 9 funds opened new WisdomTree Dynamic International Equity Fund positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q3 2023 was LPL Financial, an estimated $5.05M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q3 2023 was Envestnet Asset Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2023.