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WisdomTree International Equity Fund

120 hedge funds and large institutions have $374M invested in WisdomTree International Equity Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 121120 (-1)

1.56% less ownership

Funds ownership: 48.55%47% (-1.6%)

7% less capital invested

Capital invested by funds: $403M → $374M (-$29.1M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
11
Increased
34
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
51
Traverso Chambers Private Wealth Management
California
$642K -$7.78K -157 -1%
V
52
Veritable
Delaware
$630K
SPIA
53
Steward Partners Investment Advisory
New York
$607K -$87.2K -1,760 -13%
ATC
54
Argent Trust Co
Tennessee
$572K +$13.7K +277 +2%
William Blair & Company
55
William Blair & Company
Illinois
$572K +$85.4K +1,723 +18%
LGWM
56
Litman Gregory Wealth Management
California
$562K
NNP
57
Nachman Norwood & Parrott
South Carolina
$549K -$17.6K -356 -3%
CANC
58
Culbertson A N & Co
Virginia
$541K -$21.1K -425 -4%
BF
59
BOK Financial
Oklahoma
$500K
HTC
60
Haverford Trust Company
Pennsylvania
$483K
GP
61
Girard Partners
Pennsylvania
$469K -$890K -17,952 -66%
DAS
62
Dynamic Advisor Solutions
Arizona
$444K +$45.2K +912 +11%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$393K -$38.3K -773 -9%
Ameriprise
64
Ameriprise
Minnesota
$381K -$106K -2,132 -22%
HHGA
65
Halbert Hargrove Global Advisors
California
$377K +$60K +1,211 +19%
RIL
66
Rothschild Investment LLC
Illinois
$376K
CAN
67
Cetera Advisor Networks
California
$374K +$843 +17 +0.2%
SPC
68
Sigma Planning Corp
Michigan
$365K +$4.96K +100 +1%
TNB
69
TCF National Bank
South Dakota
$348K +$347K +7,003 New
CASB
70
Cape Ann Savings Bank
Massachusetts
$338K
HCMT
71
Highland Capital Management (Tennessee)
Tennessee
$328K +$327K +6,600 New
Jane Street
72
Jane Street
New York
$326K -$2.85M -57,457 -90%
FMBTD
73
First Midwest Bank Trust Division
Illinois
$313K +$98.9K +1,995 +46%
WIA
74
Wealthstreet Investment Advisors
Texas
$306K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$255K -$8.97K -181 -3%

DWM Hedge Fund Activity: Q3 2019 in Review

120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2019, worth a combined $374M — down 7.2% from $403M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 10 closed out — a net gain of 1 holder — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.41M. The largest seller was Morgan Stanley, cutting an estimated $5.83M.

  • 120 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2019, down from 121 in Q2 2019.
  • Funds reported $374M of WisdomTree International Equity Fund stock for Q3 2019, down 7.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q3 2019 was Flow Traders U.S., an estimated $1.41M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2019 was Morgan Stanley, an estimated $5.83M sold.

Based on aggregated 13F filings for Q3 2019.