DWM icon

WisdomTree International Equity Fund
DWM

Overview Fund Activity

125 hedge funds and large institutions have $350M invested in WisdomTree International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Brightwater Advisory
Florida
$3.42M
2
Jane Street
Jane Street
New York
$4.41M
3
LFA
Legacy Financial Advisors
Kentucky
$21.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$21.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.5M
2
OWA
Octavia Wealth Advisors
Ohio
$1.48M
3
MHS
M Holdings Securities
Oregon
$0
4
UBS Group
UBS Group
Switzerland
$0
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIM
26
Smallwood Wealth Investment Management
New Jersey
$2.62M +$50.6K +923 +2%
OMC
27
Old Mission Capital
Illinois
$2.45M -$188K -3,424 -7%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$2.42M +$44.9K +819 +2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.04M +$933K +17,019 +84%
KFI
30
Key Financial Inc
Pennsylvania
$2.02M +$78.4K +1,431 +4%
FTUS
31
Flow Traders U.S.
New York
$1.94M +$845K +15,414 +77%
PWPS
32
Pinnacle Wealth Planning Services
Ohio
$1.87M -$210K -3,832 -10%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.65M – – –
AO
34
Advisor OS
Illinois
$1.63M +$244K +4,456 +18%
Creative Planning
35
Creative Planning
Kansas
$1.57M – – –
OWA
36
Octavia Wealth Advisors
Ohio
$1.48M -$25.1M -457,834 -94%
CC
37
Courier Capital
New York
$1.47M – – –
MFG
38
Merit Financial Group
Georgia
$1.47M +$12.5K +229 +0.9%
PT
39
Plimoth Trust
Massachusetts
$1.39M -$23.8K -435 -2%
Comerica Bank
40
Comerica Bank
Texas
$1.28M -$1.64K -30 -0.1%
PIA
41
Perennial Investment Advisors
California
$1.23M -$65.2K -1,190 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.15M -$375K -6,836 -25%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.14M -$12.3K -224 -1%
DC
44
Davenport & Co
Virginia
$1.1M +$10.9K +199 +1%
OC
45
Oarsman Capital
Wisconsin
$1.09M +$35.8K +654 +3%
GWM
46
Geneos Wealth Management
Colorado
$1.09M +$170K +3,103 +19%
BFG
47
Beacon Financial Group
Texas
$1M -$96.7K -1,764 -9%
Mariner
48
Mariner
Kansas
$982K -$24.3K -444 -2%
FFA
49
Frazier Financial Advisors
Ohio
$979K -$30K -548 -3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$970K -$171K -3,118 -15%
1
2
3 4 5