WisdomTree International Equity Fund
DWM
59 hedge funds and large institutions have $184M invested in WisdomTree International Equity Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2% more funds holding
Funds holding: 58 → 59 (+1)
0.6% more ownership
Funds ownership: 31.1% → 31.71% (+0.6%)
2% less capital invested
Capital invested by funds: $187M → $184M (-$3.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.52M |
| 2 |
EI
Excelsia Inc
Savannah,
Georgia
|
+$2.16M |
| 3 |
Morgan Stanley
New York
|
+$1.83M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.32M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NES
New England Securities
New York
|
-$1.95M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$524K |
| 3 |
GW
GW & Wade
Wellesley,
Massachusetts
|
-$414K |
| 4 |
JP Morgan Chase
New York
|
-$310K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$225K |
DWM Hedge Fund Activity: Q3 2014 in Review
59 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2014, worth a combined $184M — down 1.8% from $187M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DWM positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $4.52M. The largest seller was New England Securities, cutting an estimated $1.95M.
- 59 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2014, up from 58 in Q2 2014.
- Funds reported $184M of WisdomTree International Equity Fund stock for Q3 2014, down 1.8% quarter-over-quarter.
- 9 funds opened new WisdomTree International Equity Fund positions in Q3 2014 and 8 closed out, a net change of +1 holder.
- The largest WisdomTree International Equity Fund buyer in Q3 2014 was Bank of America, an estimated $4.52M added.
- The largest WisdomTree International Equity Fund seller in Q3 2014 was New England Securities, an estimated $1.95M sold.
Based on aggregated 13F filings for Q3 2014.