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WisdomTree International Equity Fund
DWM

Overview Fund Activity

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
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

1
Morgan Stanley
1
Morgan Stanley
New York
$57.3M
2
SEIA
2
Signature Estate & Investment Advisors
California
$11.7M
3
Bank of America
3
Bank of America
North Carolina
$20.7M
4
TTWM
4
TCV Trust & Wealth Management
Virginia
$26.4M
5
Wells Fargo
5
Wells Fargo
California
$12.8M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$0
2
EI
2
Excelsia Inc
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$417K
4
LPL Financial
4
LPL Financial
California
$422K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$561K +$107K +2,162 +24%
SCA
27
Stillwater Capital Advisors
Pennsylvania
$545K -$2.58K -52 -0.5%
M&T Bank
28
M&T Bank
New York
$520K +$20.3K +409 +4%
Creative Planning
29
Creative Planning
Kansas
$520K +$85.2K +1,718 +20%
HTC
30
Haverford Trust Company
Pennsylvania
$482K – – –
GWA
31
Genesis Wealth Advisors
Massachusetts
$468K +$468K +8,815 New
SCM
32
Stonehearth Capital Management
Massachusetts
$443K +$443K +8,932 New
LPL Financial
33
LPL Financial
California
$422K -$395K -7,964 -48%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$417K -$404K -8,159 -49%
Deutsche Bank
35
Deutsche Bank
Germany
$350K +$50 +1 +0%
CANC
36
Culbertson A N & Co
Virginia
$306K – – –
CIBC World Market
37
CIBC World Market
Ontario, Canada
$299K +$64.5K +1,300 +28%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$272K -$168K -3,381 -38%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$239K -$62K -1,250 -21%
EIA
40
Edgemoor Investment Advisors
Maryland
$239K -$990 -20 -0.4%
UCFA
41
United Capital Financial Advisors
Texas
$216K +$1.64K +33 +0.8%
GIM
42
Greylin Investment Management
Virginia
$214K – – –
MHS
43
M Holdings Securities
Oregon
$212K -$3.52K -71 -2%
FT
44
Fiduciary Trust
Massachusetts
$201K – – –
VNA
45
Valley National Advisers
Pennsylvania
$180K +$180K +3,314 New
TIM
46
Tortoise Investment Management
New York
$149K – – –
AWM
47
AllSquare Wealth Management
New York
$137K +$137K +2,757 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$129K +$116K +2,341 +918%
US Bancorp
49
US Bancorp
Minnesota
$116K – – –
LIA
50
LS Investment Advisors
Michigan
$80K – – –
1
2
3