WisdomTree International Equity Fund
DWM
58 hedge funds and large institutions have $187M invested in WisdomTree International Equity Fund in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 55 → 58 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $188M → $187M (-$929K)
1.83% less ownership
Funds ownership: 32.93% → 31.1% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$2.16M |
| 2 |
CASB
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
+$1.83M |
| 3 |
Morgan Stanley
New York
|
+$1.27M |
| 4 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$957K |
| 5 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$923K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$10.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 4 |
MWP
Moller Wealth Partners
|
-$970K |
| 5 |
LPL Financial
San Diego,
California
|
-$936K |
DWM Hedge Fund Activity: Q2 2014 in Review
58 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2014, worth a combined $187M — down 0.49% from $188M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWM positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was UBS, adding an estimated $2.16M. The largest seller was TD Ameritrade Investment Management, exiting entirely with an estimated $10.1M sold.
- 58 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2014, up from 55 in Q1 2014.
- Funds reported $187M of WisdomTree International Equity Fund stock for Q2 2014, down 0.49% quarter-over-quarter.
- 11 funds opened new WisdomTree International Equity Fund positions in Q2 2014 and 7 closed out, a net change of +4 holders.
- The largest WisdomTree International Equity Fund buyer in Q2 2014 was UBS, an estimated $2.16M added.
- The largest WisdomTree International Equity Fund seller in Q2 2014 was TD Ameritrade Investment Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2014.