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WisdomTree International Equity Fund

90 hedge funds and large institutions have $311M invested in WisdomTree International Equity Fund in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

8% more funds holding

Funds holding: 8390 (+7)

7% more capital invested

Capital invested by funds: $289M → $311M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.21% less ownership

Funds ownership: 42.37%41.16% (-1.2%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
35
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
51
Haverford Trust Company
Pennsylvania
$504K
DC
52
Davenport & Co
Virginia
$481K +$478K +9,261 New
BF
53
BOK Financial
Oklahoma
$336K +$334K +6,470 New
EWM
54
Evercore Wealth Management
New York
$316K
MHS
55
M Holdings Securities
Oregon
$316K +$28.8K +558 +10%
EIA
56
Edgemoor Investment Advisors
Maryland
$305K +$29.4K +570 +10%
PA
57
Pinnacle Associates
New York
$304K +$302K +5,862 New
SPC
58
Sigma Planning Corp
Michigan
$282K +$17.1K +331 +6%
Creative Planning
59
Creative Planning
Kansas
$277K +$49K +949 +22%
WIC
60
Woodmont Investment Counsel
Tennessee
$266K -$2.71M -52,566 -91%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$250K -$458K -8,876 -65%
CWM
62
Cabot Wealth Management
Massachusetts
$243K
SWM
63
SVA Wealth Management
Wisconsin
$234K -$33.6K -652 -13%
MFS
64
McNamara Financial Services
Massachusetts
$204K -$24.9K -483 -11%
VNA
65
Valley National Advisers
Pennsylvania
$172K
AWM
66
AllSquare Wealth Management
New York
$150K
AG
67
Advisor Group
Arizona
$91K -$6.45K -125 -7%
CAL
68
Capital Advisors Ltd
Ohio
$91K
WA
69
WFG Advisors
Texas
$88K
PWM
70
Perigon Wealth Management
California
$87K
LIA
71
LS Investment Advisors
Michigan
$84K
IA
72
IFP Advisors
Florida
$61K +$258 +5 +0.4%
NFG
73
Next Financial Group
Texas
$43K +$30.5K +592 +253%
JP Morgan Chase
74
JP Morgan Chase
New York
$38K -$1.5K -29 -4%
ASN
75
Advisory Services Network
Georgia
$37K

DWM Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2017, worth a combined $311M — up 7.4% from $289M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 8 closed out — a net gain of 7 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Parsec Financial Management, adding an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $6.54M.

  • 90 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2017, up from 83 in Q1 2017.
  • Funds reported $311M of WisdomTree International Equity Fund stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2017 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2017 was Parsec Financial Management, an estimated $4.13M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2017 was Jane Street, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2017.