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WisdomTree International Equity Fund
DWM

59 hedge funds and large institutions have $184M invested in WisdomTree International Equity Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 58 → 59 (+1)

0.6% more ownership

Funds ownership: 31.1% → 31.71% (+0.6%)

2% less capital invested

Capital invested by funds: $187M → $184M (-$3.33M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
9
Increased
20
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.52M
2
EI
Excelsia Inc
Georgia
+$2.16M
3
Morgan Stanley
Morgan Stanley
New York
+$1.83M
4
SEIA
Signature Estate & Investment Advisors
California
+$1.32M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
NES
New England Securities
New York
-$1.95M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$524K
3
GW
GW & Wade
Massachusetts
-$414K
4
JP Morgan Chase
JP Morgan Chase
New York
-$310K
5
NC
NewSquare Capital
Pennsylvania
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Stillwater Capital Advisors
Pennsylvania
$577K – – –
BCI
27
Brinker Capital Investments
Pennsylvania
$542K +$229K +4,179 +67%
M&T Bank
28
M&T Bank
New York
$527K +$553K +10,083 New
HTC
29
Haverford Trust Company
Pennsylvania
$508K – – –
Stifel Financial
30
Stifel Financial
Missouri
$478K +$3.67K +67 +0.7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$463K -$77K -1,404 -14%
Creative Planning
32
Creative Planning
Kansas
$458K +$55.8K +1,017 +13%
GP
33
Girard Partners
Pennsylvania
$426K +$447K +8,150 New
CWM
34
Concert Wealth Management
California
$380K -$5.21K -95 -1%
Deutsche Bank
35
Deutsche Bank
Germany
$368K +$110 +2 +0%
CANC
36
Culbertson A N & Co
Virginia
$323K – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$317K +$19.2K +350 +6%
EIA
38
Edgemoor Investment Advisors
Maryland
$253K – – –
CIBC World Market
39
CIBC World Market
Ontario, Canada
$247K +$259K +4,725 New
MHS
40
M Holdings Securities
Oregon
$227K – – –
GIM
41
Greylin Investment Management
Virginia
$226K +$237K +4,319 New
UCFA
42
United Capital Financial Advisors
Texas
$226K +$237K +4,319 New
FT
43
Fiduciary Trust
Massachusetts
$212K – – –
PAG
44
Private Advisor Group
New Jersey
$171K +$179K +3,268 New
TIM
45
Tortoise Investment Management
New York
$157K – – –
US Bancorp
46
US Bancorp
Minnesota
$122K – – –
LIA
47
LS Investment Advisors
Michigan
$84K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$67K – – –
CAL
49
Capital Advisors Ltd
Ohio
$62K – – –
RIA
50
Regal Investment Advisors
Michigan
$48K -$194K -3,531 -79%
1
2
3

DWM Hedge Fund Activity: Q3 2014 in Review

59 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2014, worth a combined $184M — down 1.8% from $187M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWM positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $4.52M. The largest seller was New England Securities, cutting an estimated $1.95M.

  • 59 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2014, up from 58 in Q2 2014.
  • Funds reported $184M of WisdomTree International Equity Fund stock for Q3 2014, down 1.8% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q3 2014 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q3 2014 was Bank of America, an estimated $4.52M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2014 was New England Securities, an estimated $1.95M sold.

Based on aggregated 13F filings for Q3 2014.