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WisdomTree International Equity Fund

123 hedge funds and large institutions have $347M invested in WisdomTree International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 61.25%62.99% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $350M → $347M (-$3.45M)

2% less funds holding

Funds holding: 126123 (-3)

40% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 48

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
29
Reduced
48
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.42M +$429K +7,836 +21%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$2.39M +$25K +456 +1%
TCMP
28
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.14M +$2.18M +39,804 New
KFI
29
Key Financial Inc
Pennsylvania
$2.12M +$146K +2,671 +7%
AO
30
Advisor OS
Illinois
$1.79M +$192K +3,501 +12%
PWPS
31
Pinnacle Wealth Planning Services
Ohio
$1.74M -$97.4K -1,779 -5%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.62M -$2.08K -38 -0.1%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.6M -$2.48M -45,352 -60%
RJA
34
Raymond James & Associates
Florida
$1.59M -$1.41M -25,674 -46%
MFG
35
Merit Financial Group
Georgia
$1.48M +$28K +512 +2%
CC
36
Courier Capital
New York
$1.44M
KAS
37
Kestra Advisory Services
Texas
$1.39M +$1.41M +25,840 New
Creative Planning
38
Creative Planning
Kansas
$1.35M -$196K -3,577 -12%
PT
39
Plimoth Trust
Massachusetts
$1.34M -$17.8K -325 -1%
Comerica Bank
40
Comerica Bank
Texas
$1.25M -$7.66K -140 -0.6%
P
41
&Partners
Tennessee
$1.24M +$854K +15,596 +210%
GWM
42
Geneos Wealth Management
Colorado
$1.19M +$126K +2,308 +12%
OWA
43
Octavia Wealth Advisors
Ohio
$1.11M -$348K -6,350 -24%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.09M -$34.4K -629 -3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1.07M -$57.5K -1,051 -5%
OC
46
Oarsman Capital
Wisconsin
$1.01M -$56.2K -1,027 -5%
FFA
47
Frazier Financial Advisors
Ohio
$953K -$6.41K -117 -0.7%
PIA
48
Perennial Investment Advisors
California
$946K -$269K -4,909 -22%
Mariner
49
Mariner
Kansas
$930K -$32.9K -601 -3%
MAM
50
McLean Asset Management
Virginia
$889K +$11.1K +203 +1%

DWM Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2024, worth a combined $347M — down 0.99% from $350M a quarter earlier.

Fund positioning in DWM was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.5M.

  • 123 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2024, down from 126 in Q1 2024.
  • Funds reported $347M of WisdomTree International Equity Fund stock for Q2 2024, down 0.99% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2024 was UBS Group, an estimated $13.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2024 was Citadel Advisors, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2024.