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WisdomTree International Equity Fund
DWM

71 hedge funds and large institutions have $274M invested in WisdomTree International Equity Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more capital invested

Capital invested by funds: $215M → $274M (+$59.4M)

6% more funds holding

Funds holding: 67 → 71 (+4)

5.81% more ownership

Funds ownership: 33.46% → 39.27% (+5.8%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
33
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.2M
2
Wells Fargo
Wells Fargo
California
+$7.55M
3
PFM
Parsec Financial Management
North Carolina
+$6.97M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.9M
2
Jane Street
Jane Street
New York
-$1.86M
3
ATC
Argent Trust Company
Louisiana
-$699K
4
Creative Planning
Creative Planning
Kansas
-$490K
5
V
Veritable
Delaware
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$210K – – –
WA
52
WFG Advisors
Texas
$209K +$129K +2,411 +143%
RIL
53
Rothschild Investment LLC
Illinois
$207K -$4.02K -75 -2%
YP
54
Yellowstone Partners
Idaho
$205K +$215K +4,020 New
VNA
55
Valley National Advisers
Pennsylvania
$169K – – –
AWM
56
AllSquare Wealth Management
New York
$163K -$13.8K -257 -7%
TIM
57
Tortoise Investment Management
New York
$153K – – –
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$128K +$134K +2,500 New
US Bancorp
59
US Bancorp
Minnesota
$120K – – –
LIA
60
LS Investment Advisors
Michigan
$82K – – –
MFS
61
MSI Financial Services
Massachusetts
$63K -$4.61K -86 -6%
CAL
62
Capital Advisors Ltd
Ohio
$62K – – –
IWMPD
63
Integrated Wealth Management (Palm Desert)
California
$61K – – –
FNBT
64
FineMark National Bank & Trust
Florida
$27K +$17.7K +330 +165%
AIG
65
American International Group
New York
$20.5K -$11.7K -219 -35%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$19K +$20.3K +380 New
KCM
67
Karp Capital Management
California
$13K +$13.2K +247 New
TFO
68
Tarbox Family Office
California
$6K – – –
BRWM
69
B. Riley Wealth Management
Tennessee
$6K +$3K +56 +73%
NFG
70
Next Financial Group
Texas
$5K – – –
ATC
71
Argent Trust Company
Louisiana
– -$699K -13,500 Closed
Creative Planning
72
Creative Planning
Kansas
– -$490K -9,466 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$2K -31 Closed
1 2
3

DWM Hedge Fund Activity: Q2 2015 in Review

71 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2015, worth a combined $274M — up 28% from $215M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DWM positions and 3 closed out — a net gain of 5 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $19.2M. The largest seller was Morgan Stanley, cutting an estimated $15.9M.

  • 71 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2015, up from 67 in Q1 2015.
  • Funds reported $274M of WisdomTree International Equity Fund stock for Q2 2015, up 28% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2015 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2015 was UBS Group, an estimated $19.2M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2015 was Morgan Stanley, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2015.