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WisdomTree International Equity Fund
DWM

88 hedge funds and large institutions have $243M invested in WisdomTree International Equity Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

6% more funds holding

Funds holding: 83 → 88 (+5)

2.02% more ownership

Funds ownership: 36.81% → 38.84% (+2%)

0% less capital invested

Capital invested by funds: $243M → $243M (-$134K)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.2%
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
27
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
+$5.96M
2
PFM
Parsec Financial Management
North Carolina
+$4.09M
3
RJA
Raymond James & Associates
Florida
+$2.92M
4
TA
TMD & Associates
Arizona
+$2.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.72M
2
Morgan Stanley
Morgan Stanley
New York
-$2.29M
3
Bank of America
Bank of America
North Carolina
-$2.07M
4
CC
Courier Capital
New York
-$1.92M
5
Wells Fargo
Wells Fargo
California
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.91M +$1.9M +41,119 New
OMC
27
Old Mission Capital
Illinois
$1.65M -$1.63M -35,385 -50%
LPL Financial
28
LPL Financial
California
$1.58M +$967K +20,981 +163%
TTWM
29
TCV Trust & Wealth Management
Virginia
$1.57M -$399K -8,664 -20%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.49M +$1.48M +32,145 New
PMG
31
ProVise Management Group
Florida
$1.47M +$317K +6,883 +28%
FTUS
32
Flow Traders U.S.
New York
$1.44M +$489K +10,614 +52%
Stifel Financial
33
Stifel Financial
Missouri
$1.31M +$373K +8,100 +40%
VA
34
Valmark Advisers
Ohio
$1.18M +$423K +9,185 +57%
PAG
35
Private Advisor Group
New Jersey
$1.16M +$1.12M +24,298 New
GP
36
Girard Partners
Pennsylvania
$1.07M -$19.5K -422 -2%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$971K +$437K +9,475 +83%
V
38
Veritable
Delaware
$959K -$661K -14,350 -41%
HighTower Advisors
39
HighTower Advisors
Illinois
$949K -$198K -4,304 -17%
OC
40
Oarsman Capital
Wisconsin
$923K -$74.5K -1,616 -8%
VKH
41
Virtu KCG Holdings
New York
$886K +$682K +14,803 +344%
ATC
42
Argent Trust Co
Tennessee
$862K -$53.6K -1,162 -6%
SCA
43
Stillwater Capital Advisors
Pennsylvania
$810K – – –
CANC
44
Culbertson A N & Co
Virginia
$732K -$6.91K -150 -0.9%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$722K +$18.1K +392 +3%
FAAS
46
First Allied Advisory Services
California
$674K +$9.31K +202 +1%
SG
47
StoneX Group
New York
$568K +$33K +716 +6%
GLRA
48
Gerald L. Ray & Associates
Texas
$501K -$23K -500 -4%
GW
49
GW & Wade
Massachusetts
$491K – – –
Ameriprise
50
Ameriprise
Minnesota
$486K -$49.4K -1,072 -9%
1
2
3 4

DWM Hedge Fund Activity: Q4 2016 in Review

88 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2016, worth a combined $243M — down 0.06% from $243M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 3 closed out — a net gain of 8 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $5.96M. The largest seller was Jane Street, cutting an estimated $3.72M.

  • 88 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2016, up from 83 in Q3 2016.
  • Funds reported $243M of WisdomTree International Equity Fund stock for Q4 2016, down 0.06% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q4 2016 and 3 closed out, a net change of +8 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2016 was Signature Estate & Investment Advisors, an estimated $5.96M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2016 was Jane Street, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2016.