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WisdomTree International Equity Fund
DWM

113 hedge funds and large institutions have $301M invested in WisdomTree International Equity Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.58% less ownership

Funds ownership: 50.28% → 49.7% (-0.58%)

2% less capital invested

Capital invested by funds: $308M → $301M (-$7.51M)

5% less funds holding

Funds holding: 119 → 113 (-6)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
41
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.87M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.09M
4
KAS
Kestra Advisory Services
Texas
+$2.54M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.51M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
2
Bank of America
Bank of America
North Carolina
-$2.08M
3
Jane Street
Jane Street
New York
-$1.52M
4
PFM
Parsec Financial Management
North Carolina
-$798K
5
HTC
Haverford Trust Company
Pennsylvania
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.59M +$894K +16,210 +49%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.53M -$263K -4,778 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.52M +$233K +4,226 +10%
KAS
29
Kestra Advisory Services
Texas
$2.44M +$2.54M +46,055 New
PMG
30
ProVise Management Group
Florida
$2.35M -$4.3K -78 -0.2%
BRWM
31
B. Riley Wealth Management
Tennessee
$2.13M -$5.9K -107 -0.3%
SEI Investments
32
SEI Investments
Pennsylvania
$1.98M -$17.6K -320 -0.9%
KFI
33
Key Financial Inc
Pennsylvania
$1.96M +$75.5K +1,369 +4%
OMC
34
Old Mission Capital
Illinois
$1.9M – – –
RJA
35
Raymond James & Associates
Florida
$1.78M +$70.3K +1,276 +4%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$1.72M +$44K +799 +3%
BFG
37
Beacon Financial Group
Texas
$1.71M +$1.27K +23 +0.1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.71M -$9.59K -174 -0.5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.7M +$19.8K +360 +1%
PT
40
Plimoth Trust
Massachusetts
$1.67M -$73.9K -1,340 -4%
CC
41
Courier Capital
New York
$1.43M -$35.8K -649 -2%
IA
42
IFP Advisors
Florida
$1.35M -$11.9K -215 -0.8%
OC
43
Oarsman Capital
Wisconsin
$1.22M +$29.5K +535 +2%
DC
44
Davenport & Co
Virginia
$1.2M +$61.4K +1,113 +5%
NC
45
NewSquare Capital
Pennsylvania
$1.05M +$103K +1,860 +10%
Stifel Financial
46
Stifel Financial
Missouri
$948K -$31.1K -565 -3%
MAM
47
McLean Asset Management
Virginia
$921K -$80K -1,451 -8%
WDL
48
Well Done LLC
Michigan
$908K -$5.24K -95 -0.6%
SWM
49
Sculati Wealth Management
Michigan
$879K – – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$846K – – –
1
2
3 4 5

DWM Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2021, worth a combined $301M — down 2.4% from $308M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 41 added.

The largest buyer was Ameriprise, adding an estimated $3.87M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.21M sold.

  • 113 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2021, down from 119 in Q2 2021.
  • Funds reported $301M of WisdomTree International Equity Fund stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q3 2021 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2021 was Ameriprise, an estimated $3.87M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2021 was Citadel Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2021.