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WisdomTree International Equity Fund

112 hedge funds and large institutions have $283M invested in WisdomTree International Equity Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $290M → $283M (-$7.22M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

3.31% less ownership

Funds ownership: 52.54%49.23% (-3.3%)

10% less funds holding

Funds holding: 124112 (-12)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
39
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.45M -$36.9K -870 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.42M +$987K +23,291 +74%
CIS
28
Connors Investor Services
Pennsylvania
$2.4M +$48.9K +1,155 +2%
PMG
29
ProVise Management Group
Florida
$2.31M -$130K -3,074 -6%
BRWM
30
B. Riley Wealth Management
Tennessee
$2.15M +$293K +6,911 +17%
SAM
31
Stringer Asset Management
Tennessee
$1.91M +$1.83M +43,112 New
IFG
32
Independent Financial Group
California
$1.58M -$25.9K -612 -2%
BFG
33
Beacon Financial Group
Texas
$1.52M -$2.91M -68,658 -67%
BEAM
34
Baker Ellis Asset Management
Washington
$1.35M -$248K -5,845 -16%
CC
35
Courier Capital
New York
$1.29M
CIBC World Market
36
CIBC World Market
Ontario, Canada
$1.23M +$41.2K +972 +4%
WDL
37
Well Done LLC
Michigan
$1.14M -$18.9K -446 -2%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$1.13M -$6.78K -160 -0.6%
IA
39
IFP Advisors
Florida
$1.08M +$73.9K +1,744 +8%
ASN
40
Advisory Services Network
Georgia
$1.08M +$268K +6,326 +35%
OC
41
Oarsman Capital
Wisconsin
$1M +$960K +22,656 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$982K -$435K -10,254 -32%
BCI
43
Brinker Capital Investments
Pennsylvania
$907K -$3.86K -91 -0.4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$907K +$6.14K +145 +0.7%
FTUS
45
Flow Traders U.S.
New York
$842K +$455K +10,736 +130%
DC
46
Davenport & Co
Virginia
$765K +$271K +6,405 +59%
SWM
47
Sculati Wealth Management
Michigan
$730K +$17.8K +419 +3%
HighTower Advisors
48
HighTower Advisors
Illinois
$708K -$178K -4,209 -21%
Stifel Financial
49
Stifel Financial
Missouri
$667K -$57.7K -1,361 -8%
GVAG
50
Great Valley Advisor Group
Delaware
$605K +$271K +6,388 +86%

DWM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2020, worth a combined $283M — down 2.5% from $290M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DWM and 8 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 39 added.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $31.1M.

  • 112 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2020, down from 124 in Q1 2020.
  • Funds reported $283M of WisdomTree International Equity Fund stock for Q2 2020, down 2.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2020 and 20 closed out, a net change of -12 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2020 was Signature Estate & Investment Advisors, an estimated $4.28M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2020 was UBS Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2020.