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WisdomTree International Equity Fund
DWM

83 hedge funds and large institutions have $243M invested in WisdomTree International Equity Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

20% more capital invested

Capital invested by funds: $203M → $243M (+$40.8M)

3.01% more ownership

Funds ownership: 33.8% → 36.81% (+3%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 84 → 83 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.21%
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
32
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$6.05M
2
Jane Street
Jane Street
New York
+$4.96M
3
Morgan Stanley
Morgan Stanley
New York
+$3.7M
4
SEIA
Signature Estate & Investment Advisors
California
+$3.63M
5
OMC
Old Mission Capital
Illinois
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.42M
3
Bank of America
Bank of America
North Carolina
-$1.42M
4
FA
FDx Advisors
Illinois
-$993K
5
HCM
Hengehold Capital Management
Ohio
-$748K
Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
26
TCV Trust & Wealth Management
Virginia
$2M -$499K -10,754 -20%
V
27
Veritable
Delaware
$1.65M -$1.86K -40 -0.1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.46M +$1.44M +30,990 New
PMG
29
ProVise Management Group
Florida
$1.17M -$107K -2,295 -8%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.17M +$306K +6,595 +36%
GP
31
Girard Partners
Pennsylvania
$1.1M -$464 -10 -0%
CWM
32
Concert Wealth Management
California
$1.06M -$15.2K -327 -1%
OC
33
Oarsman Capital
Wisconsin
$1.01M +$8.69K +187 +0.9%
FTUS
34
Flow Traders U.S.
New York
$961K +$920K +19,816 +3,303%
Stifel Financial
35
Stifel Financial
Missouri
$947K -$45.4K -977 -5%
ATC
36
Argent Trust Co
Tennessee
$929K -$56K -1,206 -6%
SCA
37
Stillwater Capital Advisors
Pennsylvania
$822K -$15.6K -335 -2%
TA
38
TMD & Associates
Arizona
$810K -$300K -6,470 -27%
VA
39
Valmark Advisers
Ohio
$761K +$537K +11,566 +252%
CANC
40
Culbertson A N & Co
Virginia
$749K – – –
CIBC World Market
41
CIBC World Market
Ontario, Canada
$714K +$64K +1,377 +10%
FAAS
42
First Allied Advisory Services
California
$674K -$10K -216 -1%
LPL Financial
43
LPL Financial
California
$603K +$143K +3,081 +32%
Ameriprise
44
Ameriprise
Minnesota
$543K +$159K +3,424 +42%
SG
45
StoneX Group
New York
$542K +$535K +11,518 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$539K +$220K +4,734 +71%
GLRA
47
Gerald L. Ray & Associates
Texas
$532K +$39.6K +852 +8%
GW
48
GW & Wade
Massachusetts
$498K – – –
Citadel Advisors
49
Citadel Advisors
Florida
$498K +$492K +10,588 New
SWM
50
SVA Wealth Management
Wisconsin
$493K – – –
1
2
3 4

DWM Hedge Fund Activity: Q3 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2016, worth a combined $243M — up 20% from $203M a quarter earlier.

Fund positioning in DWM was balanced in Q3 2016: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $6.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.62M.

  • 83 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2016, down from 84 in Q2 2016.
  • Funds reported $243M of WisdomTree International Equity Fund stock for Q3 2016, up 20% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q3 2016 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2016 was Raymond James & Associates, an estimated $6.05M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2016 was Cambridge Investment Research Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2016.