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WisdomTree International Equity Fund
DWM

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

0% more capital invested

Capital invested by funds: $313M → $313M (+$51.5K)

0% more funds holding

Funds holding: 116 → 116 (0)

2.06% less ownership

Funds ownership: 61.78% → 59.72% (-2.1%)

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$4.33M
2
VA
Valmark Advisers
Ohio
+$2.5M
3
GWM
Geneos Wealth Management
Colorado
+$1.64M
4
Bank of America
Bank of America
North Carolina
+$854K
5
Wells Fargo
Wells Fargo
California
+$547K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$11.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.95M
3
FTUS
Flow Traders U.S.
New York
-$6.51M
4
LFA
Legacy Financial Advisors
Kentucky
-$4.18M
5
RSWM
Robertson Stephens Wealth Management
California
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
Merit Financial Group
Georgia
$1.97M +$346K +6,149 +22%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.9M -$117K -2,087 -6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.75M -$7.66K -136 -0.4%
Creative Planning
29
Creative Planning
Kansas
$1.59M – – –
CC
30
Courier Capital
New York
$1.53M – – –
P
31
&Partners
Tennessee
$1.42M -$47.8K -849 -3%
PT
32
Plimoth Trust
Massachusetts
$1.42M +$4.79K +85 +0.4%
Comerica Bank
33
Comerica Bank
Texas
$1.34M -$17.5K -311 -1%
RSWM
34
Robertson Stephens Wealth Management
California
$1.33M -$1.75M -31,149 -58%
PWPS
35
Pinnacle Wealth Planning Services
Ohio
$1.28M -$290K -5,150 -19%
SWA
36
Stratos Wealth Advisors
Ohio
$1.18M +$160K +2,849 +16%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.15M -$59.5K -1,056 -5%
Jane Street
38
Jane Street
New York
$1.14M -$1.41M -25,020 -56%
KWA
39
Kondo Wealth Advisors
California
$1.06M +$9.91K +176 +1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.03M +$25.1K +445 +3%
FTUS
41
Flow Traders U.S.
New York
$972K -$6.51M -115,651 -87%
FFA
42
Frazier Financial Advisors
Ohio
$951K -$12.6K -223 -1%
OWA
43
Octavia Wealth Advisors
Ohio
$948K +$28.8K +512 +3%
Stifel Financial
44
Stifel Financial
Missouri
$910K -$478K -8,482 -35%
PMG
45
ProVise Management Group
Florida
$899K – – –
DC
46
Davenport & Co
Virginia
$886K – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$882K +$261K +4,640 +44%
OC
48
Oarsman Capital
Wisconsin
$874K -$59.5K -1,056 -7%
JP Morgan Chase
49
JP Morgan Chase
New York
$873K -$197K -3,494 -19%
BA
50
Brightwater Advisory
Florida
$751K -$110K -1,958 -13%
1
2
3 4 5

DWM Hedge Fund Activity: Q1 2025 in Review

116 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2025, worth a combined $313M — up 0.02% from $313M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWM positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 43 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.33M. The largest seller was LPL Financial, cutting an estimated $11.6M.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q1 2025, up 0.02% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2025 was Kestra Advisory Services, an estimated $4.33M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2025 was LPL Financial, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.