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WisdomTree International Equity Fund
DWM

130 hedge funds and large institutions have $371M invested in WisdomTree International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $360M → $371M (+$11.7M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.74% more ownership

Funds ownership: 63.21% → 63.95% (+0.74%)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
+$14.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$2.54M
4
FTUS
Flow Traders U.S.
New York
+$2.05M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.89M
2
Jane Street
Jane Street
New York
-$4.18M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$3.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.09M
5
IFG
Independent Financial Group
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$3.21M -$4.18M -82,623 -56%
RJA
27
Raymond James & Associates
Florida
$2.99M +$28K +554 +0.9%
SEI Investments
28
SEI Investments
Pennsylvania
$2.71M -$103K -2,048 -4%
NC
29
NewSquare Capital
Pennsylvania
$2.58M +$12.4K +245 +0.5%
PWPS
30
Pinnacle Wealth Planning Services
Ohio
$2.3M -$661K -13,081 -22%
BRWA
31
B. Riley Wealth Advisors
Florida
$2.3M +$305K +6,042 +15%
AO
32
Advisor OS
Illinois
$2.27M +$161K +3,193 +8%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$2.14M +$95.8K +1,896 +5%
SWIM
34
Smallwood Wealth Investment Management
New Jersey
$2.09M -$99.5K -1,968 -5%
FTUS
35
Flow Traders U.S.
New York
$2.03M +$2.05M +40,609 New
Citadel Advisors
36
Citadel Advisors
Florida
$1.81M +$697K +13,786 +61%
KFI
37
Key Financial Inc
Pennsylvania
$1.7M +$16.8K +333 +1%
Creative Planning
38
Creative Planning
Kansas
$1.67M -$308K -6,088 -15%
FHA
39
Flagship Harbor Advisors
Massachusetts
$1.55M +$41.3K +818 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.53M +$86K +1,701 +6%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.51M +$51 +1 +0%
BFG
42
Beacon Financial Group
Texas
$1.5M -$61.3K -1,214 -4%
PIA
43
Perennial Investment Advisors
California
$1.37M -$109K -2,154 -7%
CC
44
Courier Capital
New York
$1.34M +$657 +13 +0%
MFG
45
Merit Financial Group
Georgia
$1.34M +$59.6K +1,179 +5%
PT
46
Plimoth Trust
Massachusetts
$1.29M -$189K -3,735 -13%
FIA
47
Foundations Investment Advisors
Arizona
$1.1M -$56K -1,109 -5%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.09M -$374K -7,408 -25%
IFG
49
Independent Financial Group
California
$1.08M -$1.68M -33,342 -61%
DC
50
Davenport & Co
Virginia
$1.08M +$9.9K +196 +0.9%
1
2
3 4 5

DWM Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2023, worth a combined $371M — up 3.2% from $360M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DWM positions and 8 closed out — a net gain of 2 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Legacy Financial Advisors, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $8.89M.

  • 130 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $371M of WisdomTree International Equity Fund stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $14.1M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2023 was Morgan Stanley, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2023.