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WisdomTree Dynamic International Equity Fund

69 hedge funds and large institutions have $217M invested in WisdomTree Dynamic International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $182M → $217M (+$34.9M)

8% more funds holding

Funds holding: 6469 (+5)

3.68% more ownership

Funds ownership: 78.58%82.26% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32.7M -$758K -23,222 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$30M -$16.4M -503,426 -36%
SIM
3
Stratos Investment Management
Ohio
$16.9M +$1.36M +41,775 +9%
ECM
4
Exchange Capital Management
Michigan
$16.4M +$114K +3,503 +0.7%
SPIA
5
Steward Partners Investment Advisory
New York
$13.5M +$12.9M +394,121 New
SWA
6
Stratos Wealth Advisors
Ohio
$11M +$10.5M +320,898 New
AWM
7
AE Wealth Management
Kansas
$10.1M +$317K +9,701 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.95M +$7.59M +232,586 New
CA
9
Cetera Advisors
Colorado
$7.84M +$271K +8,319 +4%
RJA
10
Raymond James & Associates
Florida
$7.15M +$224K +6,851 +3%
Bank of America
11
Bank of America
North Carolina
$6.2M -$72.2K -2,211 -1%
FFA
12
Frazier Financial Advisors
Ohio
$4.61M -$46.9K -1,438 -1%
FRA
13
FFG Retirement Advisors
Colorado
$3.99M +$79.1K +2,425 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$3.72M +$1.91M +58,416 +116%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.25M -$114K -3,482 -4%
T
16
Tidemark
California
$2.86M +$2.6M +79,525 +1,880%
Morgan Stanley
17
Morgan Stanley
New York
$2.7M -$2.64M -80,831 -51%
OAM
18
Occidental Asset Management
California
$2.44M +$61.2K +1,875 +3%
RWA
19
Rooted Wealth Advisors
Illinois
$2.37M -$8K -245 -0.3%
CG
20
Caprock Group
Idaho
$2.17M +$11K +336 +0.5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.01M +$219K +6,724 +13%
KAS
22
Kestra Advisory Services
Texas
$1.94M -$55K -1,684 -3%
AFG
23
Atomi Financial Group
New York
$1.93M
HIS
24
Harvest Investment Services
Illinois
$1.86M -$1.3K -40 -0.1%
NA
25
NewEdge Advisors
Louisiana
$1.72M +$1.64M +50,400 New