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WisdomTree International Equity Fund
DWM

109 hedge funds and large institutions have $395M invested in WisdomTree International Equity Fund in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

16% more funds holding

Funds holding: 94 → 109 (+15)

16% more capital invested

Capital invested by funds: $341M → $395M (+$53.6M)

3.98% more ownership

Funds ownership: 40.69% → 44.66% (+4%)

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
35
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.55M
3
Bank of America
Bank of America
North Carolina
+$3.19M
4
PFM
Parsec Financial Management
North Carolina
+$2.92M
5
BFG
Beacon Financial Group
Texas
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.53M
2
RJA
Raymond James & Associates
Florida
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$1.51M
4
UBS Group
UBS Group
Switzerland
-$1.47M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
26
Beacon Financial Group
Texas
$2.55M +$2.52M +45,758 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$2.36M +$329K +5,983 +16%
BlackRock
28
BlackRock
New York
$2.36M – – –
PMG
29
ProVise Management Group
Florida
$2.15M +$246K +4,478 +13%
Stifel Financial
30
Stifel Financial
Missouri
$1.97M +$109K +1,980 +6%
FAAS
31
First Allied Advisory Services
California
$1.77M -$36K -655 -2%
PAG
32
Private Advisory Group
Washington
$1.73M +$87.1K +1,583 +5%
GW
33
GW & Wade
Massachusetts
$1.69M +$28.4K +516 +2%
PAG
34
Private Advisor Group
New Jersey
$1.68M +$41.2K +749 +3%
HHGA
35
Halbert Hargrove Global Advisors
California
$1.67M -$611K -11,115 -27%
WDL
36
Well Done LLC
Michigan
$1.67M -$101K -1,842 -6%
CC
37
Courier Capital
New York
$1.6M – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.44M -$5.06K -92 -0.4%
GP
39
Girard Partners
Pennsylvania
$1.33M +$53.4K +971 +4%
TTWM
40
TCV Trust & Wealth Management
Virginia
$1.29M -$67.8K -1,233 -5%
OC
41
Oarsman Capital
Wisconsin
$1.16M -$213K -3,876 -16%
SCA
42
Stillwater Capital Advisors
Pennsylvania
$1.13M – – –
JWA
43
JFS Wealth Advisors
Pennsylvania
$924K +$911K +16,562 New
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$905K +$10.7K +194 +1%
CANC
45
Culbertson A N & Co
Virginia
$868K – – –
Ameriprise
46
Ameriprise
Minnesota
$864K -$1.51M -27,477 -64%
ATC
47
Argent Trust Co
Tennessee
$736K -$281K -5,111 -28%
Jane Street
48
Jane Street
New York
$666K -$3.53M -64,183 -84%
WIA
49
Wealthstreet Investment Advisors
Texas
$654K +$644K +11,718 New
Bank of New York Mellon
50
Bank of New York Mellon
New York
$622K -$3.46K -63 -0.6%
1
2
3 4 5

DWM Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2017, worth a combined $395M — up 16% from $341M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DWM positions and 7 closed out — a net gain of 16 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $3.53M.

  • 109 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $395M of WisdomTree International Equity Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 23 funds opened new WisdomTree International Equity Fund positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $12.8M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2017 was Jane Street, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2017.