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WisdomTree International Equity Fund

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.25% more ownership

Funds ownership: 59.52%61.78% (+2.3%)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $326M → $313M (-$13.2M)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
33
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Shakespeare Wealth Management
Wisconsin
$2.36M -$435K -7,932 -15%
Jane Street
27
Jane Street
New York
$2.35M +$1.07M +19,570 +78%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.83M +$108K +1,960 +6%
Citadel Advisors
29
Citadel Advisors
Florida
$1.73M +$1.57M +28,677 +689%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.59M +$7.47K +136 +0.5%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.49M -$415K -7,561 -21%
KAS
32
Kestra Advisory Services
Texas
$1.49M -$21.2K -386 -1%
MFG
33
Merit Financial Group
Georgia
$1.46M +$10.6K +193 +0.7%
Creative Planning
34
Creative Planning
Kansas
$1.44M
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$1.43M -$223K -4,058 -13%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.39M -$1.47M -26,791 -50%
CC
37
Courier Capital
New York
$1.38M
GWM
38
Geneos Wealth Management
Colorado
$1.37M +$179K +3,268 +14%
P
39
&Partners
Tennessee
$1.33M +$27.9K +509 +2%
PT
40
Plimoth Trust
Massachusetts
$1.28M
Stifel Financial
41
Stifel Financial
Missouri
$1.27M +$460K +8,382 +53%
Comerica Bank
42
Comerica Bank
Texas
$1.23M +$5.66K +103 +0.4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.09M -$3.29K -60 -0.3%
BRWA
44
B. Riley Wealth Advisors
Florida
$1.03M -$1.41M -25,625 -57%
JP Morgan Chase
45
JP Morgan Chase
New York
$975K +$13.8K +252 +1%
KWA
46
Kondo Wealth Advisors
California
$948K +$988K +17,994 New
SWA
47
Stratos Wealth Advisors
Ohio
$922K +$27.8K +506 +3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$913K -$176K -3,203 -16%
FFA
49
Frazier Financial Advisors
Ohio
$875K -$27.2K -495 -3%
OC
50
Oarsman Capital
Wisconsin
$848K -$50.3K -917 -5%

DWM Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2024, worth a combined $313M — down 4% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 12 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $7.27M. The largest seller was Advisor OS, exiting entirely with an estimated $2.13M sold.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q4 2024, down 4% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $7.27M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2024 was Advisor OS, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.