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WisdomTree International Equity Fund

128 hedge funds and large institutions have $318M invested in WisdomTree International Equity Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 113128 (+15)

6% more capital invested

Capital invested by funds: $301M → $318M (+$17M)

1.58% more ownership

Funds ownership: 49.7%51.28% (+1.6%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
46
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.66M +$11.6K +216 +0.4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.58M -$536 -10 -0%
PFM
28
Parsec Financial Management
North Carolina
$2.56M -$47.4K -884 -2%
OMC
29
Old Mission Capital
Illinois
$2.47M +$525K +9,799 +27%
BRWM
30
B. Riley Wealth Management
Tennessee
$2.31M +$127K +2,364 +6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.27M -$14.9M -277,697 -87%
IFG
32
Independent Financial Group
California
$2.15M -$757K -14,123 -26%
PMG
33
ProVise Management Group
Florida
$2.14M -$263K -4,908 -11%
KFI
34
Key Financial Inc
Pennsylvania
$2.14M +$134K +2,501 +7%
SWIM
35
Smallwood Wealth Investment Management
New Jersey
$2.12M +$2.1M +39,220 New
CIBC World Market
36
CIBC World Market
Ontario, Canada
$1.89M +$136K +2,532 +8%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.88M +$130K +2,432 +8%
CJFS
38
Coulter & Justus Financial Services
Tennessee
$1.86M +$1.85M +34,472 New
BFG
39
Beacon Financial Group
Texas
$1.76M +$4.55K +85 +0.3%
FHA
40
Flagship Harbor Advisors
Massachusetts
$1.72M +$873K +16,296 +105%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.72M -$19.6K -365 -1%
PT
42
Plimoth Trust
Massachusetts
$1.7M -$12.1K -225 -0.7%
NC
43
NewSquare Capital
Pennsylvania
$1.7M +$614K +11,465 +58%
Ameriprise
44
Ameriprise
Minnesota
$1.48M -$3.3M -61,630 -69%
CC
45
Courier Capital
New York
$1.46M
IA
46
IFP Advisors
Florida
$1.4M +$12.1K +226 +0.9%
OC
47
Oarsman Capital
Wisconsin
$1.24M -$11.6K -217 -0.9%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.16M +$357K +6,656 +45%
DC
49
Davenport & Co
Virginia
$1.14M -$86.8K -1,620 -7%
FTUS
50
Flow Traders U.S.
New York
$1.04M +$1.03M +19,303 New

DWM Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2021, worth a combined $318M — up 5.6% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DWM positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.9M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $318M of WisdomTree International Equity Fund stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 22 funds opened new WisdomTree International Equity Fund positions in Q4 2021 and 7 closed out, a net change of +15 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2021 was Jane Street, an estimated $10.7M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.