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WisdomTree Dynamic International Equity Fund

69 hedge funds and large institutions have $202M invested in WisdomTree Dynamic International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 6969 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $217M → $202M (-$15.2M)

11.38% less ownership

Funds ownership: 82.26%70.89% (-11%)

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
25
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$35.5M +$2.99M +87,076 +9%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$29.9M -$37.5K -1,091 -0.1%
SIM
3
Stratos Investment Management
Ohio
$19.5M +$2.64M +76,920 +16%
ECM
4
Exchange Capital Management
Michigan
$16.2M -$212K -6,169 -1%
SPIA
5
Steward Partners Investment Advisory
New York
$13.5M +$34.9K +1,016 +0.3%
AWM
6
AE Wealth Management
Kansas
$10.7M +$635K +18,496 +6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$8.31M +$393K +11,461 +5%
RJA
8
Raymond James & Associates
Florida
$7.26M +$140K +4,067 +2%
Bank of America
9
Bank of America
North Carolina
$6.21M +$36.2K +1,055 +0.6%
SWA
10
Stratos Wealth Advisors
Ohio
$4.82M -$6.16M -179,477 -56%
FFA
11
Frazier Financial Advisors
Ohio
$4.57M -$22.1K -645 -0.5%
Morgan Stanley
12
Morgan Stanley
New York
$4.05M +$1.38M +40,091 +51%
FRA
13
FFG Retirement Advisors
Colorado
$3.88M -$94.1K -2,742 -2%
T
14
Tidemark
California
$3.51M +$659K +19,205 +23%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.04M -$202K -5,871 -6%
RWA
16
Rooted Wealth Advisors
Illinois
$2.57M +$112K +3,267 +5%
OAM
17
Occidental Asset Management
California
$2.53M +$104K +3,033 +4%
KAS
18
Kestra Advisory Services
Texas
$2.18M +$246K +7,163 +13%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.03M +$27.2K +791 +1%
AFG
20
Atomi Financial Group
New York
$1.92M
CG
21
Caprock Group
Idaho
$1.89M -$271K -7,901 -12%
AI
22
Atria Investments
North Carolina
$1.83M +$762K +22,201 +70%
Stifel Financial
23
Stifel Financial
Missouri
$1.61M +$1.62M +47,300 New
MNBTD
24
Moody National Bank Trust Division
Texas
$1.59M
SC
25
Savant Capital
Illinois
$1.32M -$38.6K -1,125 -3%

DDWM Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q2 2024, worth a combined $202M — down 7% from $217M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DDWM positions and 11 closed out — a net gain of 1 holder — while 25 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.99M. The largest seller was Stratos Wealth Advisors, cutting an estimated $6.16M.

  • 69 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $202M of WisdomTree Dynamic International Equity Fund stock for Q2 2024, down 7% quarter-over-quarter.
  • 12 funds opened new WisdomTree Dynamic International Equity Fund positions in Q2 2024 and 11 closed out, a net change of +1 holder.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q2 2024 was LPL Financial, an estimated $2.99M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q2 2024 was Stratos Wealth Advisors, an estimated $6.16M sold.

Based on aggregated 13F filings for Q2 2024.