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WisdomTree International Equity Fund
DWM

118 hedge funds and large institutions have $411M invested in WisdomTree International Equity Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

8% more funds holding

Funds holding: 109 → 118 (+9)

4% more capital invested

Capital invested by funds: $395M → $411M (+$16.1M)

0.05% more ownership

Funds ownership: 44.66% → 44.72% (+0.05%)

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
2.7%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
18
Increased
40
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.69M
2
SEIA
Signature Estate & Investment Advisors
California
+$5.77M
3
HH
Hilltop Holdings
Texas
+$5.4M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$5.32M
5
AC
Avestar Capital
New York
+$4.51M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$8.09M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.6M
3
CAC
Certified Advisory Corp
Florida
-$2.64M
4
SAM
Stringer Asset Management
Tennessee
-$2.36M
5
Morgan Stanley
Morgan Stanley
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
26
Connors Investor Services
Pennsylvania
$2.91M -$60K -1,065 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.9M -$1.16M -20,638 -28%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.9M +$592K +10,504 +25%
LPL Financial
29
LPL Financial
California
$2.78M -$2.11M -37,418 -43%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.51M -$1.51M -26,756 -37%
BlackRock
31
BlackRock
New York
$2.32M – – –
PMG
32
ProVise Management Group
Florida
$2.12M -$1.92K -34 -0.1%
FAAS
33
First Allied Advisory Services
California
$1.96M +$234K +4,150 +13%
Stifel Financial
34
Stifel Financial
Missouri
$1.94M -$2.59K -46 -0.1%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$1.88M +$1.35M +23,945 +232%
WDL
36
Well Done LLC
Michigan
$1.72M +$80.6K +1,430 +5%
PAG
37
Private Advisor Group
New Jersey
$1.71M +$104K +1,852 +6%
GW
38
GW & Wade
Massachusetts
$1.67M +$7.55K +134 +0.4%
CC
39
Courier Capital
New York
$1.57M -$56 -1 -0%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.42M – – –
HHGA
41
Halbert Hargrove Global Advisors
California
$1.41M -$239K -4,238 -14%
GP
42
Girard Partners
Pennsylvania
$1.36M +$54.3K +963 +4%
OC
43
Oarsman Capital
Wisconsin
$1.24M +$101K +1,788 +9%
Citadel Advisors
44
Citadel Advisors
Florida
$1.24M -$4.6M -81,571 -78%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$1.2M +$1.23M +21,851 New
SCA
46
Stillwater Capital Advisors
Pennsylvania
$1.11M – – –
FTUS
47
Flow Traders U.S.
New York
$1M +$1.03M +18,281 New
TTWM
48
TCV Trust & Wealth Management
Virginia
$960K -$319K -5,658 -24%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$908K +$18.7K +332 +2%
SG Americas Securities
50
SG Americas Securities
New York
$906K +$931K +16,518 New
1
2
3 4 5

DWM Hedge Fund Activity: Q1 2018 in Review

118 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2018, worth a combined $411M — up 4.1% from $395M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DWM positions and 7 closed out — a net gain of 11 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $9.69M. The largest seller was Raymond James & Associates, cutting an estimated $8.09M.

  • 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2018, up from 109 in Q4 2017.
  • Funds reported $411M of WisdomTree International Equity Fund stock for Q1 2018, up 4.1% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Equity Fund positions in Q1 2018 and 7 closed out, a net change of +11 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2018 was UBS Group, an estimated $9.69M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2018 was Raymond James & Associates, an estimated $8.09M sold.

Based on aggregated 13F filings for Q1 2018.