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WisdomTree International Equity Fund

139 hedge funds and large institutions have $416M invested in WisdomTree International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

16% more funds holding

Funds holding: 120139 (+19)

11% more capital invested

Capital invested by funds: $374M → $416M (+$42M)

2.55% more ownership

Funds ownership: 47%49.54% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
139
Holders Change
+19
Holders Change %
+15.83%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
33
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$815K +$95.4K +1,848 +14%
TCPWM
52
Traverso Chambers Private Wealth Management
California
$803K +$109K +2,108 +16%
TTWM
53
TCV Trust & Wealth Management
Virginia
$796K -$20.1K -390 -3%
JFA
54
Johanson Financial Advisors
California
$784K +$2.16M +41,909 New
SWM
55
Sculati Wealth Management
Michigan
$684K +$660K +12,786 New
V
56
Veritable
Delaware
$677K
FTUS
57
Flow Traders U.S.
New York
$675K -$816K -15,809 -56%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$647K -$131K -2,535 -17%
HWM
59
Howard Wealth Management
Connecticut
$638K +$616K +11,943 New
SPIA
60
Steward Partners Investment Advisory
New York
$632K -$20.6K -400 -3%
ATC
61
Argent Trust Co
Tennessee
$608K -$6.35K -123 -1%
LGWM
62
Litman Gregory Wealth Management
California
$604K
SPA
63
Sentinel Pension Advisors
Massachusetts
$599K +$578K +11,197 New
CANC
64
Culbertson A N & Co
Virginia
$532K -$48.1K -932 -9%
HTC
65
Haverford Trust Company
Pennsylvania
$520K
AAS
66
Avantax Advisory Services
Texas
$508K +$488K +9,447 New
GP
67
Girard Partners
Pennsylvania
$498K -$5.99K -116 -1%
BF
68
BOK Financial
Oklahoma
$451K -$83.2K -1,611 -16%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$426K
William Blair & Company
70
William Blair & Company
Illinois
$420K -$189K -3,656 -32%
Ameriprise
71
Ameriprise
Minnesota
$417K +$7.12K +138 +2%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$403K +$389K +7,545 New
RIL
73
Rothschild Investment LLC
Illinois
$395K -$8.52K -165 -2%
SPC
74
Sigma Planning Corp
Michigan
$395K +$2.43K +47 +0.6%
HA
75
HYA Advisors
Missouri
$385K +$371K +7,195 New

DWM Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2019, worth a combined $416M — up 11% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DWM positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Parsec Financial Management, cutting an estimated $9.68M.

  • 139 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $416M of WisdomTree International Equity Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Equity Fund positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $5.94M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2019 was Parsec Financial Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2019.