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WisdomTree International Equity Fund
DWM

132 hedge funds and large institutions have $329M invested in WisdomTree International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 127 → 132 (+5)

3.05% more ownership

Funds ownership: 55.96% → 59.01% (+3.1%)

7% less capital invested

Capital invested by funds: $353M → $329M (-$23.6M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
52
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$11.7M
3
UBS Group
UBS Group
Switzerland
+$7.73M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.5M
5
Morgan Stanley
Morgan Stanley
New York
+$3.02M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$10.5M
2
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.22M
3
Creative Planning
Creative Planning
Kansas
-$707K
4
PFM
Parsec Financial Management
North Carolina
-$602K
5
TFA
Tobias Financial Advisors
Florida
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.28M -$229K -4,606 -8%
NC
27
NewSquare Capital
Pennsylvania
$2.1M +$61.9K +1,245 +3%
IFG
28
Independent Financial Group
California
$1.98M +$131K +2,633 +6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.97M +$37.5K +755 +2%
SEI Investments
30
SEI Investments
Pennsylvania
$1.91M +$518K +10,429 +33%
FHA
31
Flagship Harbor Advisors
Massachusetts
$1.9M +$187K +3,767 +10%
SWIM
32
Smallwood Wealth Investment Management
New Jersey
$1.85M +$19.9K +401 +1%
Creative Planning
33
Creative Planning
Kansas
$1.79M -$707K -14,235 -27%
PMG
34
ProVise Management Group
Florida
$1.79M +$19.6K +395 +1%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$1.74M +$76.2K +1,533 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.73M +$1.66M +33,484 +717%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.67M +$129K +2,593 +8%
IA
38
IFP Advisors
Florida
$1.56M – – –
BFG
39
Beacon Financial Group
Texas
$1.5M -$7.9K -159 -0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.46M -$49.7K -1,000 -3%
KFI
41
Key Financial Inc
Pennsylvania
$1.43M -$15.1K -304 -1%
PT
42
Plimoth Trust
Massachusetts
$1.38M – – –
CC
43
Courier Capital
New York
$1.23M – – –
OC
44
Oarsman Capital
Wisconsin
$1.11M -$2.73K -55 -0.2%
HighTower Advisors
45
HighTower Advisors
Illinois
$1M +$6.46K +130 +0.6%
FFG
46
Ford Financial Group
California
$994K +$164K +3,304 +18%
PFM
47
Parsec Financial Management
North Carolina
$944K -$602K -12,115 -37%
5L
48
55I LLC
Massachusetts
$938K +$628K +12,647 +158%
DC
49
Davenport & Co
Virginia
$919K -$50.4K -1,015 -5%
Stifel Financial
50
Stifel Financial
Missouri
$912K +$547 +11 +0.1%
1
2
3 4 5

DWM Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2022, worth a combined $329M — down 6.7% from $353M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 9 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.5M. The largest seller was Old Mission Capital, cutting an estimated $10.5M.

  • 132 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $329M of WisdomTree International Equity Fund stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2022 and 9 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2022 was LPL Financial, an estimated $12.5M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2022 was Old Mission Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.