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WisdomTree International Equity Fund
DWM

128 hedge funds and large institutions have $433M invested in WisdomTree International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $356M → $433M (+$77.2M)

9.69% more ownership

Funds ownership: 64.34% → 74.02% (+9.7%)

5% more funds holding

Funds holding: 122 → 128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
33
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.13M
3
MHS
M Holdings Securities
Oregon
+$1.77M
4
LPL Financial
LPL Financial
California
+$1.21M
5
SWM
Shakespeare Wealth Management
Wisconsin
+$961K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$6.1M
2
FTUS
Flow Traders U.S.
New York
-$3.89M
3
FWP
Falcon Wealth Planning
California
-$2.8M
4
AWM
AE Wealth Management
Kansas
-$779K
5
UBS Group
UBS Group
Switzerland
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$2.7M -$751K -15,204 -23%
OMC
27
Old Mission Capital
Illinois
$2.53M -$6.1M -123,462 -72%
SWIM
28
Smallwood Wealth Investment Management
New Jersey
$2.46M +$164K +3,326 +8%
FHA
29
Flagship Harbor Advisors
Massachusetts
$2.45M +$10.3K +208 +0.4%
NC
30
NewSquare Capital
Pennsylvania
$2.31M -$395K -8,010 -15%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$2.27M -$21K -426 -1%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.08M +$248K +5,026 +14%
PWPS
33
Pinnacle Wealth Planning Services
Ohio
$1.99M -$230K -4,666 -11%
KFI
34
Key Financial Inc
Pennsylvania
$1.86M +$3.95K +80 +0.2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.58M – – –
Jane Street
36
Jane Street
New York
$1.52M -$718K -14,551 -33%
Creative Planning
37
Creative Planning
Kansas
$1.51M -$186K -3,764 -12%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.46M +$124K +2,514 +10%
CC
39
Courier Capital
New York
$1.41M – – –
MFG
40
Merit Financial Group
Georgia
$1.4M -$56.1K -1,136 -4%
PT
41
Plimoth Trust
Massachusetts
$1.35M +$11K +223 +0.9%
AO
42
Advisor OS
Illinois
$1.33M +$13.9K +281 +1%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.27M -$161K -3,263 -12%
PIA
44
Perennial Investment Advisors
California
$1.24M -$168K -3,409 -13%
Comerica Bank
45
Comerica Bank
Texas
$1.23M -$23K -465 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.11M -$6.67K -135 -0.6%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.09M +$494K +10,006 +93%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.06M -$9.08K -184 -0.9%
PMG
49
ProVise Management Group
Florida
$1.06M -$1.14K -23 -0.1%
BFG
50
Beacon Financial Group
Texas
$1.05M -$11.1K -224 -1%
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DWM Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2023, worth a combined $433M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DWM positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.2M. The largest seller was Old Mission Capital, cutting an estimated $6.1M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $433M of WisdomTree International Equity Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Equity Fund positions in Q4 2023 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $51.2M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2023 was Old Mission Capital, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2023.