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WisdomTree International Equity Fund
DWM

127 hedge funds and large institutions have $353M invested in WisdomTree International Equity Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $318M → $353M (+$35.3M)

4.67% more ownership

Funds ownership: 51.28% → 55.96% (+4.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 128 → 127 (-1)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
48
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$68M
2
OMC
Old Mission Capital
Illinois
+$9.87M
3
TFA
Tobias Financial Advisors
Florida
+$7.53M
4
LPL Financial
LPL Financial
California
+$2.53M
5
Wells Fargo
Wells Fargo
California
+$1.43M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$43.5M
2
Jane Street
Jane Street
New York
-$10.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.26M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$1.86M
5
Ameriprise
Ameriprise
Minnesota
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.83M +$239K +4,498 +9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.67M +$151K +2,841 +6%
NC
28
NewSquare Capital
Pennsylvania
$2.37M +$721K +13,546 +43%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.25M +$34K +638 +2%
BRWM
30
B. Riley Wealth Management
Tennessee
$2.16M -$86.5K -1,624 -4%
IFG
31
Independent Financial Group
California
$2.16M +$70.9K +1,332 +3%
SWIM
32
Smallwood Wealth Investment Management
New Jersey
$2.13M +$62.9K +1,181 +3%
PMG
33
ProVise Management Group
Florida
$2.06M -$34.2K -643 -2%
FHA
34
Flagship Harbor Advisors
Massachusetts
$2.01M +$335K +6,285 +20%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$1.94M +$100K +1,878 +5%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.8M -$31.7K -596 -2%
BFG
37
Beacon Financial Group
Texas
$1.74M +$17.6K +331 +1%
PFM
38
Parsec Financial Management
North Carolina
$1.74M -$773K -14,513 -31%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.73M +$53.2K +1,000 +3%
KFI
40
Key Financial Inc
Pennsylvania
$1.67M -$416K -7,822 -20%
SEI Investments
41
SEI Investments
Pennsylvania
$1.66M -$1.15M -21,516 -41%
PT
42
Plimoth Trust
Massachusetts
$1.6M -$56.2K -1,055 -3%
IA
43
IFP Advisors
Florida
$1.56M +$135K +2,527 +10%
CC
44
Courier Capital
New York
$1.42M – – –
OC
45
Oarsman Capital
Wisconsin
$1.29M +$90.8K +1,705 +7%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.16M +$30.7K +576 +3%
DC
47
Davenport & Co
Virginia
$1.12M +$6.44K +121 +0.6%
Stifel Financial
48
Stifel Financial
Missouri
$1.06M +$113K +2,120 +12%
SEIA
49
Signature Estate & Investment Advisors
California
$983K -$43.5M -817,514 -98%
FFG
50
Ford Financial Group
California
$980K +$990K +18,586 New
1
2
3 4 5

DWM Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2022, worth a combined $353M — up 11% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 15 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $68M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $43.5M.

  • 127 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $353M of WisdomTree International Equity Fund stock for Q1 2022, up 11% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q1 2022 and 15 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q1 2022 was HBK Sorce Advisory, an estimated $68M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2022 was Signature Estate & Investment Advisors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2022.