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WisdomTree International Equity Fund
DWM

64 hedge funds and large institutions have $181M invested in WisdomTree International Equity Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

8% more funds holding

Funds holding: 59 → 64 (+5)

0.09% more ownership

Funds ownership: 31.71% → 31.8% (+0.09%)

2% less capital invested

Capital invested by funds: $184M → $181M (-$3.31M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
22
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.03M
2
SEIA
Signature Estate & Investment Advisors
California
+$1.8M
3
Bank of America
Bank of America
North Carolina
+$768K
4
TTWM
TCV Trust & Wealth Management
Virginia
+$575K
5
Wells Fargo
Wells Fargo
California
+$406K

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$3.19M
2
EI
Excelsia Inc
Georgia
-$2.06M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$415K
4
LPL Financial
LPL Financial
California
-$405K
5
MWP
Moller Wealth Partners
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$561K +$110K +2,162 +24%
SCA
27
Stillwater Capital Advisors
Pennsylvania
$545K -$2.65K -52 -0.5%
M&T Bank
28
M&T Bank
New York
$520K +$20.8K +409 +4%
Creative Planning
29
Creative Planning
Kansas
$520K +$87.4K +1,718 +20%
HTC
30
Haverford Trust Company
Pennsylvania
$482K – – –
GWA
31
Genesis Wealth Advisors
Massachusetts
$468K +$448K +8,815 New
SCM
32
Stonehearth Capital Management
Massachusetts
$443K +$454K +8,932 New
LPL Financial
33
LPL Financial
California
$422K -$405K -7,964 -48%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$417K -$415K -8,159 -49%
Deutsche Bank
35
Deutsche Bank
Germany
$350K +$51 +1 +0%
CANC
36
Culbertson A N & Co
Virginia
$306K – – –
CIBC World Market
37
CIBC World Market
Ontario, Canada
$299K +$66.1K +1,300 +28%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$272K -$172K -3,381 -38%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$239K -$63.6K -1,250 -21%
EIA
40
Edgemoor Investment Advisors
Maryland
$239K -$1.02K -20 -0.4%
UCFA
41
United Capital Financial Advisors
Texas
$216K +$1.68K +33 +0.8%
GIM
42
Greylin Investment Management
Virginia
$214K – – –
MHS
43
M Holdings Securities
Oregon
$212K -$3.61K -71 -2%
FT
44
Fiduciary Trust
Massachusetts
$201K – – –
VNA
45
Valley National Advisers
Pennsylvania
$180K +$169K +3,314 New
TIM
46
Tortoise Investment Management
New York
$149K – – –
AWM
47
AllSquare Wealth Management
New York
$137K +$140K +2,757 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$129K +$119K +2,341 +918%
US Bancorp
49
US Bancorp
Minnesota
$116K – – –
LIA
50
LS Investment Advisors
Michigan
$80K – – –
1
2
3

DWM Hedge Fund Activity: Q4 2014 in Review

64 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2014, worth a combined $181M — down 1.8% from $184M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.03M. The largest seller was NewSquare Capital, exiting entirely with an estimated $3.19M sold.

  • 64 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $181M of WisdomTree International Equity Fund stock for Q4 2014, down 1.8% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q4 2014 and 5 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2014 was Morgan Stanley, an estimated $5.03M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2014 was NewSquare Capital, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2014.