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WisdomTree International Equity Fund
DWM

139 hedge funds and large institutions have $416M invested in WisdomTree International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

16% more funds holding

Funds holding: 120 → 139 (+19)

11% more capital invested

Capital invested by funds: $374M → $416M (+$42M)

2.55% more ownership

Funds ownership: 47% → 49.54% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
139
Holders Change
+19
Holders Change %
+15.83%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
33
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.94M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.35M
3
JFA
Johanson Financial Advisors
California
+$2.16M
4
Jane Street
Jane Street
New York
+$1.83M
5
MIA
MainStreet Investment Advisors
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
PFM
Parsec Financial Management
North Carolina
-$9.68M
2
RJA
Raymond James & Associates
Florida
-$1.78M
3
UBS Group
UBS Group
Switzerland
-$1.05M
4
Wells Fargo
Wells Fargo
California
-$921K
5
Bank of America
Bank of America
North Carolina
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
26
Baker Ellis Asset Management
Washington
$3.48M -$104K -2,020 -3%
HH
27
Hilltop Holdings
Texas
$3.4M +$25K +485 +0.8%
VA
28
Valmark Advisers
Ohio
$3.23M -$350K -6,774 -10%
LPL Financial
29
LPL Financial
California
$2.91M +$364K +7,047 +15%
BRWM
30
B. Riley Wealth Management
Tennessee
$2.91M +$222K +4,297 +9%
CIS
31
Connors Investor Services
Pennsylvania
$2.89M +$89.3K +1,730 +3%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$2.79M -$42.4K -821 -2%
PMG
33
ProVise Management Group
Florida
$2.78M +$488K +9,459 +22%
PAG
34
Private Advisor Group
New Jersey
$2.54M +$67.2K +1,301 +3%
Jane Street
35
Jane Street
New York
$2.25M +$1.83M +35,537 +542%
BlackRock
36
BlackRock
New York
$2.23M – – –
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.08M -$11K -213 -0.5%
WDL
38
Well Done LLC
Michigan
$1.76M – – –
CC
39
Courier Capital
New York
$1.54M – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$1.42M -$58.5K -1,133 -4%
GW
41
GW & Wade
Massachusetts
$1.4M -$51.1K -990 -4%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$1.4M +$21.4K +414 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.38M – – –
MIA
44
MainStreet Investment Advisors
Illinois
$1.28M +$1.24M +24,002 New
MHS
45
M Holdings Securities
Oregon
$1.27M +$255K +4,941 +26%
OC
46
Oarsman Capital
Wisconsin
$1.24M -$6.71K -130 -0.6%
IA
47
IFP Advisors
Florida
$1.1M +$34.2K +662 +3%
Stifel Financial
48
Stifel Financial
Missouri
$1.02M -$96.1K -1,861 -9%
FAAS
49
First Allied Advisory Services
California
$1M -$262K -5,085 -21%
DC
50
Davenport & Co
Virginia
$909K +$52.4K +1,015 +6%
1
2
3 4 5

DWM Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2019, worth a combined $416M — up 11% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DWM positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Parsec Financial Management, cutting an estimated $9.68M.

  • 139 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $416M of WisdomTree International Equity Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Equity Fund positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $5.94M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2019 was Parsec Financial Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2019.