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WisdomTree International Equity Fund
DWM

94 hedge funds and large institutions have $341M invested in WisdomTree International Equity Fund in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 22

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more capital invested

Capital invested by funds: $311M → $341M (+$30.4M)

4% more funds holding

Funds holding: 90 → 94 (+4)

0.47% less ownership

Funds ownership: 41.16% → 40.69% (-0.47%)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
11
Increased
40
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Parsec Financial Management
North Carolina
+$4.43M
2
Morgan Stanley
Morgan Stanley
New York
+$3.86M
3
UBS Group
UBS Group
Switzerland
+$1.65M
4
Ameriprise
Ameriprise
Minnesota
+$1.51M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.69M
2
SG
StoneX Group
New York
-$2.39M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$918K
4
V
Veritable
Delaware
-$705K
5
OIA
OneDigital Investment Advisors
Kansas
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
51
BOK Financial
Oklahoma
$352K – – –
SPC
52
Sigma Planning Corp
Michigan
$352K +$54.7K +1,026 +19%
MHS
53
M Holdings Securities
Oregon
$346K +$13.2K +247 +4%
EWM
54
Evercore Wealth Management
New York
$331K – – –
WIC
55
Woodmont Investment Counsel
Tennessee
$293K +$14.1K +264 +5%
Creative Planning
56
Creative Planning
Kansas
$261K -$28.5K -535 -10%
PA
57
Pinnacle Associates
New York
$257K -$61.1K -1,146 -20%
CWM
58
Cabot Wealth Management
Massachusetts
$255K – – –
EIA
59
Edgemoor Investment Advisors
Maryland
$248K -$80K -1,500 -25%
BAM
60
Belpointe Asset Management
Nevada
$245K +$240K +4,492 New
GIM
61
Greylin Investment Management
Virginia
$235K +$230K +4,319 New
SWM
62
SVA Wealth Management
Wisconsin
$232K -$13.2K -248 -6%
FTUS
63
Flow Traders U.S.
New York
$232K +$228K +4,266 New
MFS
64
McNamara Financial Services
Massachusetts
$208K -$5.87K -110 -3%
OMC
65
Old Mission Capital
Illinois
$204K +$200K +3,743 New
VNA
66
Valley National Advisers
Pennsylvania
$180K – – –
AG
67
Advisor Group
Arizona
$128K +$31.6K +592 +34%
AWM
68
AllSquare Wealth Management
New York
$120K -$36.8K -690 -24%
OIA
69
OneDigital Investment Advisors
Kansas
$107K -$450K -8,439 -81%
CAL
70
Capital Advisors Ltd
Ohio
$96K – – –
PWM
71
Perigon Wealth Management
California
$91K – – –
LIA
72
LS Investment Advisors
Michigan
$88K – – –
SSB
73
Sandy Spring Bank
Maryland
$67K +$65.2K +1,223 New
IA
74
IFP Advisors
Florida
$64K +$53 +1 +0.1%
ASN
75
Advisory Services Network
Georgia
$39K – – –
1 2
3
4

DWM Hedge Fund Activity: Q3 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2017, worth a combined $341M — up 9.8% from $311M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 22 trimmed.

The largest buyer was Parsec Financial Management, adding an estimated $4.43M. The largest seller was Envestnet Asset Management, cutting an estimated $3.69M.

  • 94 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2017, up from 90 in Q2 2017.
  • Funds reported $341M of WisdomTree International Equity Fund stock for Q3 2017, up 9.8% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q3 2017 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2017 was Parsec Financial Management, an estimated $4.43M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2017 was Envestnet Asset Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q3 2017.