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WisdomTree International Equity Fund
DWM

88 hedge funds and large institutions have $243M invested in WisdomTree International Equity Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

6% more funds holding

Funds holding: 83 → 88 (+5)

2.02% more ownership

Funds ownership: 36.81% → 38.84% (+2%)

0% less capital invested

Capital invested by funds: $243M → $243M (-$134K)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
27
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
+$5.96M
2
PFM
Parsec Financial Management
North Carolina
+$4.09M
3
RJA
Raymond James & Associates
Florida
+$2.92M
4
TA
TMD & Associates
Arizona
+$2.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.18M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.72M
2
Morgan Stanley
Morgan Stanley
New York
-$2.29M
3
Bank of America
Bank of America
North Carolina
-$2.07M
4
CC
Courier Capital
New York
-$1.92M
5
Wells Fargo
Wells Fargo
California
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
SVA Wealth Management
Wisconsin
$486K – – –
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$483K +$480K +10,405 New
HTC
53
Haverford Trust Company
Pennsylvania
$451K – – –
M&T Bank
54
M&T Bank
New York
$362K -$72.1K -1,564 -17%
IUHSA
55
Itau Unibanco Holding S.A.
Brazil
$340K -$37.6K -815 -10%
RJT
56
Raymond James Trust
Florida
$261K +$8.3K +180 +3%
MHS
57
M Holdings Securities
Oregon
$257K – – –
EIA
58
Edgemoor Investment Advisors
Maryland
$255K -$69.1K -1,500 -21%
Verition Fund Management
59
Verition Fund Management
Connecticut
$218K +$217K +4,697 New
CWM
60
Cabot Wealth Management
Massachusetts
$217K – – –
SPC
61
Sigma Planning Corp
Michigan
$206K +$204K +4,431 New
Creative Planning
62
Creative Planning
Kansas
$203K -$61K -1,324 -23%
MFS
63
McNamara Financial Services
Massachusetts
$202K -$3.04K -66 -1%
GIM
64
Greylin Investment Management
Virginia
$200K – – –
VNA
65
Valley National Advisers
Pennsylvania
$154K – – –
AWM
66
AllSquare Wealth Management
New York
$134K -$13.8K -300 -9%
WA
67
WFG Advisors
Texas
$121K -$86.7K -1,880 -42%
TRCT
68
Tower Research Capital (TRC)
New York
$121K +$120K +2,600 New
MFS
69
MSI Financial Services
Massachusetts
$102K +$42.5K +921 +72%
TIM
70
Tortoise Investment Management
New York
$93K – – –
AA
71
Ancora Advisors
Ohio
$85K +$84.1K +1,824 New
PWM
72
Perigon Wealth Management
California
$82K – – –
CAL
73
Capital Advisors Ltd
Ohio
$82K +$25.5K +553 +46%
LIA
74
LS Investment Advisors
Michigan
$75K – – –
AG
75
Advisor Group
Arizona
$57K +$6.08K +132 +12%
1 2
3
4

DWM Hedge Fund Activity: Q4 2016 in Review

88 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2016, worth a combined $243M — down 0.06% from $243M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 3 closed out — a net gain of 8 holders — while 27 added to existing stakes and 31 trimmed.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $5.96M. The largest seller was Jane Street, cutting an estimated $3.72M.

  • 88 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2016, up from 83 in Q3 2016.
  • Funds reported $243M of WisdomTree International Equity Fund stock for Q4 2016, down 0.06% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q4 2016 and 3 closed out, a net change of +8 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2016 was Signature Estate & Investment Advisors, an estimated $5.96M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2016 was Jane Street, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2016.