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WisdomTree Dynamic International Equity Fund

64 hedge funds and large institutions have $182M invested in WisdomTree Dynamic International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3.52% more ownership

Funds ownership: 75.06%78.58% (+3.5%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

3% more capital invested

Capital invested by funds: $177M → $182M (+$4.79M)

2% less funds holding

Funds holding: 6564 (-1)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
19
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$44.5M +$1.26M +40,841 +3%
LPL Financial
2
LPL Financial
California
$31.5M +$1.49M +48,496 +5%
ECM
3
Exchange Capital Management
Michigan
$15.3M -$77.1K -2,503 -0.5%
SIM
4
Stratos Investment Management
Ohio
$14.6M +$717K +23,261 +5%
AWM
5
AE Wealth Management
Kansas
$9.15M +$1.14M +37,117 +15%
CA
6
Cetera Advisors
Colorado
$7.11M -$43.5K -1,411 -0.6%
RJA
7
Raymond James & Associates
Florida
$6.51M -$61.4K -1,991 -1%
Bank of America
8
Bank of America
North Carolina
$5.9M -$146K -4,730 -3%
Morgan Stanley
9
Morgan Stanley
New York
$5.14M +$2.69M +87,187 +120%
FFA
10
Frazier Financial Advisors
Ohio
$4.38M +$4.2M +136,148 New
FRA
11
FFG Retirement Advisors
Colorado
$3.68M -$58.8K -1,909 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.17M +$50K +1,624 +2%
RWA
13
Rooted Wealth Advisors
Illinois
$2.25M -$108K -3,504 -5%
OAM
14
Occidental Asset Management
California
$2.24M +$19.8K +642 +0.9%
CG
15
Caprock Group
Idaho
$2.03M +$14.2K +462 +0.7%
KAS
16
Kestra Advisory Services
Texas
$1.88M +$146K +4,738 +9%
AFG
17
Atomi Financial Group
New York
$1.82M
HIS
18
Harvest Investment Services
Illinois
$1.75M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.68M +$267K +8,681 +20%
Citadel Advisors
20
Citadel Advisors
Florida
$1.62M -$3.16M -102,636 -67%
MNBTD
21
Moody National Bank Trust Division
Texas
$1.5M -$5.44M -176,459 -79%
SC
22
Savant Capital
Illinois
$1.31M -$38.8K -1,258 -3%
1WM
23
1858 Wealth Management
Ohio
$1.18M +$1.13M +36,717 New
GWM
24
Geneos Wealth Management
Colorado
$1.15M -$126K -4,089 -10%
Jane Street
25
Jane Street
New York
$1M -$401K -13,002 -29%