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WisdomTree International Equity Fund
DWM

58 hedge funds and large institutions have $183M invested in WisdomTree International Equity Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $167M → $183M (+$16.7M)

2% more funds holding

Funds holding: 57 → 58 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.69% less ownership

Funds ownership: 33.19% → 32.5% (-0.69%)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
24
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.62M
2
SEIA
Signature Estate & Investment Advisors
California
+$1.86M
3
Wells Fargo
Wells Fargo
California
+$1.83M
4
NES
New England Securities
New York
+$1.4M
5
GW
GW & Wade
Massachusetts
+$633K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$838K
2
VKH
Virtu KCG Holdings
New York
-$818K
3
Jane Street
Jane Street
New York
-$805K
4
U
UBS
Switzerland
-$621K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$592K
Name Holding Trade Value Shares
Change 		Change in
Stake
GW
26
GW & Wade
Massachusetts
$650K +$633K +11,930 New
SCA
27
Stillwater Capital Advisors
Pennsylvania
$618K – – –
HTC
28
Haverford Trust Company
Pennsylvania
$529K – – –
Invesco
29
Invesco
Georgia
$475K -$8.91K -168 -2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$473K +$461K +8,698 New
Creative Planning
31
Creative Planning
Kansas
$461K +$7.21K +136 +2%
CWM
32
Concert Wealth Management
California
$401K -$4.88K -92 -1%
Deutsche Bank
33
Deutsche Bank
Germany
$370K -$361K -6,801 -50%
BCI
34
Brinker Capital Investments
Pennsylvania
$361K +$28.4K +535 +9%
CANC
35
Culbertson A N & Co
Virginia
$337K +$37.1K +700 +13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$312K +$13.3K +250 +5%
PMG
37
ProVise Management Group
Florida
$250K -$5.2K -98 -2%
MHS
38
M Holdings Securities
Oregon
$237K +$231K +4,352 New
Natixis Advisors
39
Natixis Advisors
Massachusetts
$218K -$13.9K -263 -6%
SFA
40
Sequoia Financial Advisors
Ohio
$204K +$199K +3,748 New
TIM
41
Tortoise Investment Management
New York
$163K – – –
US Bancorp
42
US Bancorp
Minnesota
$124K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$97K – – –
LIA
44
LS Investment Advisors
Michigan
$88K – – –
RIA
45
Regal Investment Advisors
Michigan
$68K +$27.5K +518 +71%
CAL
46
Capital Advisors Ltd
Ohio
$66K +$63.9K +1,205 New
SFSIG
47
San Francisco Sentry Investment Group
California
$55K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$48K -$28.3K -534 -38%
MFS
49
MSI Financial Services
Massachusetts
$46K +$5.3K +100 +13%
CEMP
50
Compass Efficient Model Portfolios
Tennessee
$39K -$81.4K -1,534 -68%
1
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DWM Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2013, worth a combined $183M — up 10% from $167M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DWM positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $838K.

  • 58 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2013, up from 57 in Q3 2013.
  • Funds reported $183M of WisdomTree International Equity Fund stock for Q4 2013, up 10% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $5.62M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2013 was Bank of America, an estimated $838K sold.

Based on aggregated 13F filings for Q4 2013.