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WisdomTree Dynamic International Equity Fund

79 hedge funds and large institutions have $208M invested in WisdomTree Dynamic International Equity Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more funds holding

Funds holding: 6979 (+10)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $202M → $208M (+$6.67M)

1.71% less ownership

Funds ownership: 70.89%69.18% (-1.7%)

Holders
79
Holders Change
+10
Holders Change %
+14.49%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
13
Increased
27
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.6M -$731K -20,893 -2%
SIM
2
Stratos Investment Management
Ohio
$23.5M +$2.91M +83,217 +15%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$19M -$12.2M -347,591 -40%
ECM
4
Exchange Capital Management
Michigan
$16.5M -$466K -13,302 -3%
SPIA
5
Steward Partners Investment Advisory
New York
$14.2M +$68.9K +1,969 +0.5%
WIA
6
World Investment Advisors
California
$11.9M +$11.7M +333,173 New
T
7
Tidemark
California
$9.69M +$5.85M +167,122 +162%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.84M +$88.3K +2,523 +1%
RJA
9
Raymond James & Associates
Florida
$7.65M +$10K +286 +0.1%
FFA
10
Frazier Financial Advisors
Ohio
$4.72M -$82.2K -2,349 -2%
Jane Street
11
Jane Street
New York
$4.42M +$3.35M +95,735 +349%
Morgan Stanley
12
Morgan Stanley
New York
$4.3M +$34.2K +978 +0.8%
FRA
13
FFG Retirement Advisors
Colorado
$4.28M +$193K +5,518 +5%
AI
14
Atria Investments
North Carolina
$4.01M +$2.03M +57,949 +108%
Bank of America
15
Bank of America
North Carolina
$3.02M -$3.43M -98,044 -54%
OAM
16
Occidental Asset Management
California
$2.67M +$140 +4 +0%
SWA
17
Stratos Wealth Advisors
Ohio
$2.58M -$2.43M -69,400 -49%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.53M -$652K -18,630 -21%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.5M +$355K +10,130 +17%
AFG
20
Atomi Financial Group
New York
$2.03M
CG
21
Caprock Group
Idaho
$2M +$9.94K +284 +0.5%
KAS
22
Kestra Advisory Services
Texas
$1.91M -$373K -10,664 -17%
Stifel Financial
23
Stifel Financial
Missouri
$1.76M +$64.8K +1,850 +4%
MNBTD
24
Moody National Bank Trust Division
Texas
$1.67M
SC
25
Savant Capital
Illinois
$1.29M -$95.9K -2,740 -7%

DDWM Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Dynamic International Equity Fund (DDWM) for Q3 2024, worth a combined $208M — up 3.3% from $202M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DDWM positions and 3 closed out — a net gain of 10 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $11.7M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $12.2M.

  • 79 institutional investors held WisdomTree Dynamic International Equity Fund (DDWM) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $208M of WisdomTree Dynamic International Equity Fund stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 13 funds opened new WisdomTree Dynamic International Equity Fund positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest WisdomTree Dynamic International Equity Fund buyer in Q3 2024 was World Investment Advisors, an estimated $11.7M added.
  • The largest WisdomTree Dynamic International Equity Fund seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2024.