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WisdomTree International Equity Fund

57 hedge funds and large institutions have $167M invested in WisdomTree International Equity Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

12% more capital invested

Capital invested by funds: $148M → $167M (+$18.3M)

4% more funds holding

Funds holding: 5557 (+2)

0.52% less ownership

Funds ownership: 33.71%33.19% (-0.52%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$592K +$566K +11,451 New
SCA
27
Stillwater Capital Advisors
Pennsylvania
$587K +$173K +3,500 +45%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$552K -$18.8K -380 -3%
HTC
29
Haverford Trust Company
Pennsylvania
$503K -$8.65K -175 -2%
Invesco
30
Invesco
Georgia
$460K +$125K +2,518 +39%
SNC
31
Stifel Nicolaus & Co
Missouri
$436K +$5.04K +102 +1%
Creative Planning
32
Creative Planning
Kansas
$431K +$60.8K +1,230 +17%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$387K +$197K +3,978 +114%
CWM
34
Concert Wealth Management
California
$385K -$4.15K -84 -1%
Comerica Bank
35
Comerica Bank
Texas
$369K +$354K +7,150 New
BCI
36
Brinker Capital Investments
Pennsylvania
$315K +$128K +2,584 +74%
CANC
37
Culbertson A N & Co
Virginia
$283K +$49.5K +1,000 +22%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$283K +$271K +5,471 New
PMG
39
ProVise Management Group
Florida
$242K -$150K -3,024 -39%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$220K +$211K +4,258 New
TIM
41
Tortoise Investment Management
New York
$155K
US Bancorp
42
US Bancorp
Minnesota
$118K
CEMP
43
Compass Efficient Model Portfolios
Tennessee
$116K -$7.48M -151,210 -99%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$92K
LIA
45
LS Investment Advisors
Michigan
$83K +$79.6K +1,610 New
NES
46
New England Securities
New York
$63K +$32.6K +659 +120%
CCM
47
Chilton Capital Management
Texas
$56.9K
SFSIG
48
San Francisco Sentry Investment Group
California
$52K
MFS
49
MSI Financial Services
Massachusetts
$38K
RIA
50
Regal Investment Advisors
Michigan
$37K

DWM Hedge Fund Activity: Q3 2013 in Review

57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2013, worth a combined $167M — up 12% from $148M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWM positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.06M. The largest seller was Compass Efficient Model Portfolios, cutting an estimated $7.48M.

  • 57 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2013, up from 55 in Q2 2013.
  • Funds reported $167M of WisdomTree International Equity Fund stock for Q3 2013, up 12% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q3 2013 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2013 was Jane Street, an estimated $3.06M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2013 was Compass Efficient Model Portfolios, an estimated $7.48M sold.

Based on aggregated 13F filings for Q3 2013.