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WisdomTree International Equity Fund
DWM

71 hedge funds and large institutions have $274M invested in WisdomTree International Equity Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more capital invested

Capital invested by funds: $215M → $274M (+$59.4M)

6% more funds holding

Funds holding: 67 → 71 (+4)

5.81% more ownership

Funds ownership: 33.46% → 39.27% (+5.8%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
33
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.2M
2
Wells Fargo
Wells Fargo
California
+$7.55M
3
PFM
Parsec Financial Management
North Carolina
+$6.97M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.9M
2
Jane Street
Jane Street
New York
-$1.86M
3
ATC
Argent Trust Company
Louisiana
-$699K
4
Creative Planning
Creative Planning
Kansas
-$490K
5
V
Veritable
Delaware
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
26
Halbert Hargrove Global Advisors
California
$875K – – –
GW
27
GW & Wade
Massachusetts
$871K -$89.2K -1,666 -9%
OC
28
Oarsman Capital
Wisconsin
$857K +$535 +10 +0.1%
CWM
29
Concert Wealth Management
California
$844K +$145K +2,714 +20%
ONB
30
Old National Bancorp
Indiana
$750K – – –
CANC
31
Culbertson A N & Co
Virginia
$749K +$289K +5,398 +58%
SCA
32
Stillwater Capital Advisors
Pennsylvania
$654K +$97.7K +1,825 +17%
M&T Bank
33
M&T Bank
New York
$617K +$49.4K +922 +8%
GLRA
34
Gerald L. Ray & Associates
Texas
$577K -$13.4K -250 -2%
RJA
35
Raymond James & Associates
Florida
$565K +$593K +11,072 New
Stifel Financial
36
Stifel Financial
Missouri
$541K +$28.7K +536 +5%
HTC
37
Haverford Trust Company
Pennsylvania
$496K – – –
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$451K -$278K -5,183 -37%
CIBC World Market
39
CIBC World Market
Ontario, Canada
$417K +$68.6K +1,282 +19%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$405K +$257K +4,803 +154%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$389K +$29.1K +543 +8%
EIA
42
Edgemoor Investment Advisors
Maryland
$357K -$54.9K -1,025 -13%
GWA
43
Genesis Wealth Advisors
Massachusetts
$346K +$1.55K +29 +0.4%
PPA
44
Parametric Portfolio Associates
Washington
$337K -$20.2K -377 -5%
MAA
45
Managed Account Advisors
New Jersey
$295K +$51.5K +961 +20%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$272K – – –
FT
47
Fiduciary Trust
Massachusetts
$232K +$26.8K +500 +12%
YMRC
48
Yorktown Management & Research Company
Virginia
$230K +$241K +4,500 New
GIM
49
Greylin Investment Management
Virginia
$220K – – –
MHS
50
M Holdings Securities
Oregon
$215K -$11.4K -212 -5%
1
2
3

DWM Hedge Fund Activity: Q2 2015 in Review

71 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2015, worth a combined $274M — up 28% from $215M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DWM positions and 3 closed out — a net gain of 5 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $19.2M. The largest seller was Morgan Stanley, cutting an estimated $15.9M.

  • 71 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2015, up from 67 in Q1 2015.
  • Funds reported $274M of WisdomTree International Equity Fund stock for Q2 2015, up 28% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2015 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2015 was UBS Group, an estimated $19.2M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2015 was Morgan Stanley, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2015.