WisdomTree International Equity Fund
DWM
58 hedge funds and large institutions have $183M invested in WisdomTree International Equity Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 17
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
10% more capital invested
Capital invested by funds: $167M → $183M (+$16.7M)
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.69% less ownership
Funds ownership: 33.19% → 32.5% (-0.69%)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$838K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$818K |
| 3 |
Jane Street
New York
|
-$805K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$621K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$592K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
51
WFG Advisors
Dallas,
Texas
| $29K | +$106 | +2 | +0.4% |
|
52
Fifth Third Bancorp
Cincinnati,
Ohio
| $18K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $17K | +$16.3K | +307 | New |
|
|
AIG
54
American International Group
New York
| $11.3K | +$53 | +1 | +0.5% |
|
|
GI
55
Gradient Investments
Arden Hills,
Minnesota
| $11K | +$8.38K | +158 | +451% |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $10K | +$7.74K | +146 | +456% |
|
|
NMIS
57
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $3K | +$3.13K | +59 | New |
|
|
OIA
58
Optimum Investment Advisors
Chicago,
Illinois
| $2K | +$1.86K | +35 | New |
|
|
VKH
59
Virtu KCG Holdings
New York
| – | -$818K | -15,815 | Closed |
|
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$592K | -11,451 | Closed |
|
61
Comerica Bank
Dallas,
Texas
| – | -$369K | -7,150 | Closed |
|
|
CCM
62
Chilton Capital Management
Houston,
Texas
| – | -$56.9K | -1,100 | Closed |
|
63
Citigroup
New York
| – | -$21K | -400 | Closed |
|
|
MA
64
MCF Advisors
Covington,
Kentucky
| – | -$6K | -115 | Closed |
|
DWM Hedge Fund Activity: Q4 2013 in Review
58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2013, worth a combined $183M — up 10% from $167M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DWM positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 17 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $838K.
- 58 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2013, up from 57 in Q3 2013.
- Funds reported $183M of WisdomTree International Equity Fund stock for Q4 2013, up 10% quarter-over-quarter.
- 8 funds opened new WisdomTree International Equity Fund positions in Q4 2013 and 6 closed out, a net change of +2 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $5.62M added.
- The largest WisdomTree International Equity Fund seller in Q4 2013 was Bank of America, an estimated $838K sold.
Based on aggregated 13F filings for Q4 2013.