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WisdomTree International Equity Fund
DWM

124 hedge funds and large institutions have $351M invested in WisdomTree International Equity Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $320M → $351M (+$30.9M)

2.84% more ownership

Funds ownership: 61.96% → 64.8% (+2.8%)

2% more funds holding

Funds holding: 121 → 124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
41
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.95M
2
Morgan Stanley
Morgan Stanley
New York
+$8.02M
3
FTUS
Flow Traders U.S.
New York
+$4.4M
4
DWMG
DB Wealth Management Group
California
+$4M
5
OWA
Octavia Wealth Advisors
Ohio
+$2.05M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$43.9M
2
UBS Group
UBS Group
Switzerland
-$3.57M
3
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.31M
5
PAG
Private Advisor Group
New Jersey
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$2.76M +$1.77M +39,593 +208%
RJA
27
Raymond James & Associates
Florida
$2.74M -$153K -3,424 -6%
OMC
28
Old Mission Capital
Illinois
$2.44M +$1.92M +42,990 +480%
NC
29
NewSquare Capital
Pennsylvania
$2.32M +$57.2K +1,280 +3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.22M +$295K +6,598 +16%
SWIM
31
Smallwood Wealth Investment Management
New Jersey
$2.05M +$303K +6,785 +18%
BRWA
32
B. Riley Wealth Advisors
Florida
$2.02M -$133K -2,982 -6%
FHA
33
Flagship Harbor Advisors
Massachusetts
$2.01M +$384K +8,597 +25%
HighTower Advisors
34
HighTower Advisors
Illinois
$2M +$932K +20,852 +96%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.91M -$2.31M -51,670 -56%
Creative Planning
36
Creative Planning
Kansas
$1.88M +$54.8K +1,226 +3%
Jane Street
37
Jane Street
New York
$1.87M -$668K -14,960 -27%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$1.85M +$30.9K +692 +2%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.71M +$1.62M +36,313 New
BFG
40
Beacon Financial Group
Texas
$1.52M -$17.2K -386 -1%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.46M +$86.1K +1,928 +7%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.43M -$60.9K -1,363 -4%
FFG
43
Ford Financial Group
California
$1.42M +$15.9K +356 +1%
PT
44
Plimoth Trust
Massachusetts
$1.36M -$25.3K -567 -2%
JP Morgan Chase
45
JP Morgan Chase
New York
$1.29M +$1.22M +27,253 +12,444%
CC
46
Courier Capital
New York
$1.25M -$14.3K -320 -1%
KFI
47
Key Financial Inc
Pennsylvania
$1.24M – – –
MLA
48
My Legacy Advisors
Oregon
$1.22M -$177K -3,961 -14%
Citadel Advisors
49
Citadel Advisors
Florida
$1.21M +$311K +6,969 +37%
MFG
50
Merit Financial Group
Georgia
$1.19M -$38.4K -859 -3%
1
2
3 4 5

DWM Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2022, worth a combined $351M — up 9.7% from $320M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DWM positions and 12 closed out — a net gain of 6 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.95M. The largest seller was HBK Sorce Advisory, cutting an estimated $43.9M.

  • 124 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $351M of WisdomTree International Equity Fund stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Equity Fund positions in Q4 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2022 was LPL Financial, an estimated $9.95M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2022 was HBK Sorce Advisory, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.