WisdomTree International Equity Fund
DWM
55 hedge funds and large institutions have $188M invested in WisdomTree International Equity Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
3% more capital invested
Capital invested by funds: $183M → $188M (+$4.91M)
0.43% more ownership
Funds ownership: 32.5% → 32.93% (+0.43%)
5% less funds holding
Funds holding: 58 → 55 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Placemark Investments
Chicago,
Illinois
|
+$3.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.36M |
| 3 |
Morgan Stanley
New York
|
+$1.78M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.78M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.38M |
| 2 |
Jane Street
New York
|
-$2.54M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.68M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$862K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$796K |
DWM Hedge Fund Activity: Q1 2014 in Review
55 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2014, worth a combined $188M — up 2.7% from $183M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DWM and 8 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 19 added.
The largest buyer was Placemark Investments, opening a new position worth an estimated $3.94M. The largest seller was Royal Bank of Canada, cutting an estimated $5.38M.
- 55 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2014, down from 58 in Q4 2013.
- Funds reported $188M of WisdomTree International Equity Fund stock for Q1 2014, up 2.7% quarter-over-quarter.
- 8 funds opened new WisdomTree International Equity Fund positions in Q1 2014 and 10 closed out, a net change of -2 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2014 was Placemark Investments, an estimated $3.94M added.
- The largest WisdomTree International Equity Fund seller in Q1 2014 was Royal Bank of Canada, an estimated $5.38M sold.
Based on aggregated 13F filings for Q1 2014.