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WisdomTree International Equity Fund
DWM

118 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1.2% more ownership

Funds ownership: 50.92% → 52.12% (+1.2%)

1% more capital invested

Capital invested by funds: $309M → $313M (+$4.11M)

0% more funds holding

Funds holding: 118 → 118 (0)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
34
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NRI
NFP Retirement Inc
California
+$6.76M
2
Jane Street
Jane Street
New York
+$4M
3
PWPS
Pinnacle Wealth Planning Services
Ohio
+$3.08M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.81M
5
BRWM
B. Riley Wealth Management
Tennessee
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.3M
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$5.3M
3
KAS
Kestra Advisory Services
Texas
-$2.48M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.02M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.77M -$389K -7,460 -12%
LPL Financial
27
LPL Financial
California
$2.74M +$128K +2,455 +5%
IFG
28
Independent Financial Group
California
$2.66M +$615K +11,785 +30%
Creative Planning
29
Creative Planning
Kansas
$2.6M -$22.1K -424 -0.9%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$2.43M +$144K +2,761 +6%
PMG
31
ProVise Management Group
Florida
$2.42M -$172K -3,299 -7%
SSC
32
Syverson Strege & Co
Iowa
$2.23M -$122K -2,338 -5%
BRWM
33
B. Riley Wealth Management
Tennessee
$2.17M +$2.15M +41,265 New
SEI Investments
34
SEI Investments
Pennsylvania
$2.07M – – –
PT
35
Plimoth Trust
Massachusetts
$1.9M -$1.78M -34,134 -49%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.86M +$1.67M +31,957 +442%
RJA
37
Raymond James & Associates
Florida
$1.8M -$573K -10,974 -24%
BFG
38
Beacon Financial Group
Texas
$1.73M – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.67M – – –
CIBC World Market
40
CIBC World Market
Ontario, Canada
$1.57M +$64.1K +1,228 +4%
CC
41
Courier Capital
New York
$1.53M – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.47M +$161K +3,088 +12%
IA
43
IFP Advisors
Florida
$1.36M -$1.83K -35 -0.1%
OC
44
Oarsman Capital
Wisconsin
$1.18M -$36.5K -700 -3%
DC
45
Davenport & Co
Virginia
$1.14M +$15.4K +295 +1%
MAM
46
McLean Asset Management
Virginia
$1.01M +$22.4K +429 +2%
Stifel Financial
47
Stifel Financial
Missouri
$978K -$40.5K -776 -4%
WDL
48
Well Done LLC
Michigan
$908K -$37.9K -726 -4%
SWM
49
Sculati Wealth Management
Michigan
$874K +$992 +19 +0.1%
NC
50
NewSquare Capital
Pennsylvania
$846K +$135K +2,595 +19%
1
2
3 4 5

DWM Hedge Fund Activity: Q1 2021 in Review

118 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2021, worth a combined $313M — up 1.3% from $309M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DWM positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was NFP Retirement Inc, opening a new position worth an estimated $6.76M. The largest seller was UBS Group, cutting an estimated $8.3M.

  • 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q1 2021, up 1.3% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Equity Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2021 was NFP Retirement Inc, an estimated $6.76M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2021 was UBS Group, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2021.