WisdomTree International Equity Fund
DWM
57 hedge funds and large institutions have $167M invested in WisdomTree International Equity Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
12% more capital invested
Capital invested by funds: $148M → $167M (+$18.3M)
4% more funds holding
Funds holding: 55 → 57 (+2)
0.52% less ownership
Funds ownership: 33.71% → 33.19% (-0.52%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.06M |
| 2 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
+$2.95M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.96M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.58M |
| 5 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CEMP
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
-$7.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.48M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.18M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$1.17M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WFG Advisors
Dallas,
Texas
| $28K | +$99 | +2 | +0.4% |
|
52
Citigroup
New York
| $21K | -$7.42K | -150 | -27% |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| $17K | – | – | – |
|
|
AIG
54
American International Group
New York
| $10.7K | +$198 | +4 | +2% |
|
|
MA
55
MCF Advisors
Covington,
Kentucky
| $6K | +$5.69K | +115 | New |
|
|
GI
56
Gradient Investments
Arden Hills,
Minnesota
| $2K | -$37.9K | -767 | -96% |
|
|
BFEC
57
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2K | – | – | – |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.48M | -32,251 | Closed |
|
|
RJFSA
59
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$1.18M | -25,548 | Closed |
|
|
DMC
60
Drexel Morgan & Co
Radnor,
Pennsylvania
| – | -$435K | -9,445 | Closed |
|
61
Bank of New York Mellon
New York
| – | -$276K | -5,986 | Closed |
|
62
Goldman Sachs
New York
| – | -$210K | -4,555 | Closed |
|
63
Jones Financial Companies
Des Peres,
Missouri
| – | -$10K | -213 | Closed |
|
|
WCM
64
Windsor Capital Management
Phoenix,
Arizona
| – | -$1K | -14 | Closed |
|
DWM Hedge Fund Activity: Q3 2013 in Review
57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2013, worth a combined $167M — up 12% from $148M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DWM positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.06M. The largest seller was Compass Efficient Model Portfolios, cutting an estimated $7.48M.
- 57 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2013, up from 55 in Q2 2013.
- Funds reported $167M of WisdomTree International Equity Fund stock for Q3 2013, up 12% quarter-over-quarter.
- 9 funds opened new WisdomTree International Equity Fund positions in Q3 2013 and 7 closed out, a net change of +2 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2013 was Jane Street, an estimated $3.06M added.
- The largest WisdomTree International Equity Fund seller in Q3 2013 was Compass Efficient Model Portfolios, an estimated $7.48M sold.
Based on aggregated 13F filings for Q3 2013.