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WisdomTree International Equity Fund

83 hedge funds and large institutions have $243M invested in WisdomTree International Equity Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

20% more capital invested

Capital invested by funds: $203M → $243M (+$40.8M)

3.01% more ownership

Funds ownership: 33.8%36.81% (+3%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 8483 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.21%
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
32
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
51
Haverford Trust Company
Pennsylvania
$458K
M&T Bank
52
M&T Bank
New York
$441K -$7.8K -168 -2%
AL
53
Aspiriant LLC
California
$390K +$384K +8,275 New
IUHSA
54
Itau Unibanco Holding S.A.
Brazil
$383K +$378K +8,140 New
EIA
55
Edgemoor Investment Advisors
Maryland
$327K
Creative Planning
56
Creative Planning
Kansas
$269K +$18.3K +395 +7%
MHS
57
M Holdings Securities
Oregon
$261K -$12.6K -271 -5%
RJT
58
Raymond James Trust
Florida
$255K +$22.3K +480 +10%
CWM
59
Cabot Wealth Management
Massachusetts
$220K
WA
60
WFG Advisors
Texas
$212K +$650 +14 +0.3%
MFS
61
McNamara Financial Services
Massachusetts
$208K -$4.5K -97 -2%
GIM
62
Greylin Investment Management
Virginia
$203K +$201K +4,319 New
VKH
63
Virtu KCG Holdings
New York
$202K -$204K -4,386 -50%
VNA
64
Valley National Advisers
Pennsylvania
$156K
AWM
65
AllSquare Wealth Management
New York
$150K
Mariner
66
Mariner
Kansas
$132K +$130K +2,799 New
TIM
67
Tortoise Investment Management
New York
$94K
PWM
68
Perigon Wealth Management
California
$79K
LIA
69
LS Investment Advisors
Michigan
$76K
MFS
70
MSI Financial Services
Massachusetts
$60K -$10.2K -220 -15%
CAL
71
Capital Advisors Ltd
Ohio
$57K
AG
72
Advisor Group
Arizona
$51K +$2.79K +60 +6%
JP Morgan Chase
73
JP Morgan Chase
New York
$44K -$29.2K -628 -40%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44K +$34.6K +745 +376%
ASN
75
Advisory Services Network
Georgia
$34K

DWM Hedge Fund Activity: Q3 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2016, worth a combined $243M — up 20% from $203M a quarter earlier.

Fund positioning in DWM was balanced in Q3 2016: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $6.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.62M.

  • 83 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2016, down from 84 in Q2 2016.
  • Funds reported $243M of WisdomTree International Equity Fund stock for Q3 2016, up 20% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q3 2016 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2016 was Raymond James & Associates, an estimated $6.05M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2016 was Cambridge Investment Research Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2016.