WisdomTree International Equity Fund
DWM
121 hedge funds and large institutions have $320M invested in WisdomTree International Equity Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 21 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
2.95% more ownership
Funds ownership: 59.01% → 61.96% (+2.9%)
3% less capital invested
Capital invested by funds: $329M → $320M (-$9.15M)
9% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 43
8% less funds holding
Funds holding: 132 → 121 (-11)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$12.3M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$7.13M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$6.47M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.61M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.49M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.65M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.32M |
| 3 |
Bank of New York Mellon
New York
|
-$1.73M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$1.71M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.44M |
DWM Hedge Fund Activity: Q3 2022 in Review
121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2022, worth a combined $320M — down 2.8% from $329M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of DWM and 12 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 39 added.
The largest buyer was Morgan Stanley, adding an estimated $12.3M. The largest seller was UBS Group, cutting an estimated $2.65M.
- 121 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2022, down from 132 in Q2 2022.
- Funds reported $320M of WisdomTree International Equity Fund stock for Q3 2022, down 2.8% quarter-over-quarter.
- 12 funds opened new WisdomTree International Equity Fund positions in Q3 2022 and 21 closed out, a net change of -9 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2022 was Morgan Stanley, an estimated $12.3M added.
- The largest WisdomTree International Equity Fund seller in Q3 2022 was UBS Group, an estimated $2.65M sold.
Based on aggregated 13F filings for Q3 2022.