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WisdomTree International Equity Fund
DWM

83 hedge funds and large institutions have $289M invested in WisdomTree International Equity Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more capital invested

Capital invested by funds: $243M → $289M (+$46.2M)

3.53% more ownership

Funds ownership: 38.84% → 42.37% (+3.5%)

6% less funds holding

Funds holding: 88 → 83 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
6
Increased
35
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Parsec Financial Management
North Carolina
+$12.6M
2
Jane Street
Jane Street
New York
+$6.52M
3
Morgan Stanley
Morgan Stanley
New York
+$4.43M
4
UBS Group
UBS Group
Switzerland
+$3.72M
5
Bank of America
Bank of America
North Carolina
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.1M
2
SG Americas Securities
SG Americas Securities
New York
-$1.91M
3
FTUS
Flow Traders U.S.
New York
-$1.3M
4
MWM
Mission Wealth Management
California
-$1.21M
5
OMC
Old Mission Capital
Illinois
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$384K +$375K +7,726 New
ICOA
52
Investment Centers of America
North Dakota
$347K +$338K +6,963 New
IUHSA
53
Itau Unibanco Holding S.A.
Brazil
$343K -$21K -434 -6%
EWM
54
Evercore Wealth Management
New York
$303K +$295K +6,086 New
MHS
55
M Holdings Securities
Oregon
$276K – – –
EIA
56
Edgemoor Investment Advisors
Maryland
$273K – – –
SWM
57
SVA Wealth Management
Wisconsin
$256K -$258K -5,315 -51%
SPC
58
Sigma Planning Corp
Michigan
$254K +$32.7K +674 +15%
CWM
59
Cabot Wealth Management
Massachusetts
$233K – – –
MFS
60
McNamara Financial Services
Massachusetts
$220K +$3.49K +72 +2%
FIM
61
Freedom Investment Management
Connecticut
$220K +$215K +4,427 New
Creative Planning
62
Creative Planning
Kansas
$218K – – –
GIM
63
Greylin Investment Management
Virginia
$215K – – –
FTUS
64
Flow Traders U.S.
New York
$212K -$1.3M -26,773 -86%
VNA
65
Valley National Advisers
Pennsylvania
$165K – – –
AWM
66
AllSquare Wealth Management
New York
$144K – – –
AG
67
Advisor Group
Arizona
$93K +$31.4K +647 +53%
CAL
68
Capital Advisors Ltd
Ohio
$87K – – –
WA
69
WFG Advisors
Texas
$84K -$45.1K -930 -36%
PWM
70
Perigon Wealth Management
California
$83K – – –
LIA
71
LS Investment Advisors
Michigan
$80K – – –
Citigroup
72
Citigroup
New York
$61K +$388 +8 +0.7%
IA
73
IFP Advisors
Florida
$58K +$48 +1 +0.1%
JP Morgan Chase
74
JP Morgan Chase
New York
$38K +$2.08K +43 +6%
ASN
75
Advisory Services Network
Georgia
$36K +$34.8K +717 New
1 2
3
4

DWM Hedge Fund Activity: Q1 2017 in Review

83 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2017, worth a combined $289M — up 19% from $243M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of DWM and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 35 added.

The largest buyer was Parsec Financial Management, adding an estimated $12.6M. The largest seller was Goldman Sachs, cutting an estimated $3.1M.

  • 83 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2017, down from 88 in Q4 2016.
  • Funds reported $289M of WisdomTree International Equity Fund stock for Q1 2017, up 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree International Equity Fund positions in Q1 2017 and 10 closed out, a net change of -4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2017 was Parsec Financial Management, an estimated $12.6M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2017 was Goldman Sachs, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2017.