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WisdomTree International Equity Fund
DWM

121 hedge funds and large institutions have $403M invested in WisdomTree International Equity Fund in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3% less capital invested

Capital invested by funds: $413M → $403M (-$10.4M)

1.22% less ownership

Funds ownership: 49.77% → 48.55% (-1.2%)

3% less funds holding

Funds holding: 125 → 121 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
10
Increased
41
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$5.7M
2
AG
Advisor Group
Arizona
+$1.03M
3
Bank of America
Bank of America
North Carolina
+$852K
4
HH
Hilltop Holdings
Texas
+$837K
5
SEIA
Signature Estate & Investment Advisors
California
+$690K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.7M
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$2.37M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
4
AI
Atria Investments
North Carolina
-$922K
5
FTUS
Flow Traders U.S.
New York
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
26
Connors Investor Services
Pennsylvania
$2.72M +$21.6K +425 +0.8%
TA
27
TMD & Associates
Arizona
$2.48M +$56.6K +1,114 +2%
LPL Financial
28
LPL Financial
California
$2.44M -$155K -3,053 -6%
PAG
29
Private Advisor Group
New Jersey
$2.29M +$86K +1,691 +4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$2.19M -$466K -9,159 -18%
BlackRock
31
BlackRock
New York
$2.13M – – –
Citadel Advisors
32
Citadel Advisors
Florida
$2.1M -$1.5M -29,463 -42%
AG
33
Advisor Group
Arizona
$2.08M +$1.03M +20,289 +99%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.05M -$317K -6,230 -13%
PMG
35
ProVise Management Group
Florida
$1.87M +$7.12K +140 +0.4%
WDL
36
Well Done LLC
Michigan
$1.69M -$3.1K -61 -0.2%
CC
37
Courier Capital
New York
$1.47M – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$1.44M -$11K -217 -0.8%
GP
39
Girard Partners
Pennsylvania
$1.4M +$57.4K +1,128 +4%
GW
40
GW & Wade
Massachusetts
$1.33M +$14K +276 +1%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.31M – – –
CIBC World Market
42
CIBC World Market
Ontario, Canada
$1.29M +$34.2K +672 +3%
OC
43
Oarsman Capital
Wisconsin
$1.17M +$25.7K +505 +2%
Stifel Financial
44
Stifel Financial
Missouri
$1.09M +$20.2K +398 +2%
FAAS
45
First Allied Advisory Services
California
$956K +$59.3K +1,167 +7%
MHS
46
M Holdings Securities
Oregon
$891K +$6.71K +132 +0.8%
SCA
47
Stillwater Capital Advisors
Pennsylvania
$783K -$233K -4,582 -23%
DC
48
Davenport & Co
Virginia
$783K +$8.85K +174 +1%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$783K +$95.7K +1,882 +14%
TTWM
50
TCV Trust & Wealth Management
Virginia
$779K -$14K -275 -2%
1
2
3 4 5

DWM Hedge Fund Activity: Q2 2019 in Review

121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2019, worth a combined $403M — down 2.5% from $413M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 10 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Raymond James & Associates, adding an estimated $5.7M. The largest seller was Morgan Stanley, cutting an estimated $14.7M.

  • 121 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2019, down from 125 in Q1 2019.
  • Funds reported $403M of WisdomTree International Equity Fund stock for Q2 2019, down 2.5% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2019 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2019 was Raymond James & Associates, an estimated $5.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2019 was Morgan Stanley, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2019.