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WisdomTree International Equity Fund
DWM

Overview Fund Activity

123 hedge funds and large institutions have $289M invested in WisdomTree International Equity Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-16
Holders Change %
-11.51%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
29
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$47.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.5M
3
MHS
3
M Holdings Securities
Oregon
$10.5M
4
Creative Planning
4
Creative Planning
Kansas
$2.56M
5
SWM
5
Shakespeare Wealth Management
Wisconsin
$8.36M

Top Sellers

1
PFM
1
Parsec Financial Management
North Carolina
$18.7M
2
RJA
2
Raymond James & Associates
Florida
$4.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$813K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$698K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$466K – – –
LGWM
52
Litman Gregory Wealth Management
California
$446K – – –
DC
53
Davenport & Co
Virginia
$430K -$241K -6,110 -36%
TSS
54
Two Sigma Securities
New York
$411K +$174K +4,412 +74%
GW
55
GW & Wade
Massachusetts
$401K -$632K -16,021 -61%
CANC
56
Culbertson A N & Co
Virginia
$389K -$3.95K -100 -1%
GP
57
Girard Partners
Pennsylvania
$387K +$19.5K +496 +5%
HTC
58
Haverford Trust Company
Pennsylvania
$384K – – –
SPC
59
Sigma Planning Corp
Michigan
$379K +$87.2K +2,206 +30%
HWM
60
Howard Wealth Management
Connecticut
$376K -$94.6K -2,400 -20%
AAS
61
Avantax Advisory Services
Texas
$376K +$4.44K +113 +1%
KWM
62
Kingsview Wealth Management
Oregon
$365K +$365K +9,255 New
KFP
63
KMG Fiduciary Partners
Ohio
$335K +$335K +8,474 New
SPA
64
Sentinel Pension Advisors
Massachusetts
$328K -$115K -2,903 -26%
FTUS
65
Flow Traders U.S.
New York
$327K -$172K -4,343 -34%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$294K -$5.88K -155 -2%
GVAG
67
Great Valley Advisor Group
Delaware
$293K +$293K +7,423 New
HA
68
HYA Advisors
Missouri
$284K +$79 +2 +0%
CAN
69
Cetera Advisor Networks
California
$279K -$5.85K -148 -2%
DAS
70
Dynamic Advisor Solutions
Arizona
$272K -$11.4K -289 -4%
ACG
71
Allen Capital Group
Nebraska
$271K +$271K +6,868 New
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$261K – – –
EH
73
Equitable Holdings
New York
$260K -$2.53M -64,011 -91%
Ameriprise
74
Ameriprise
Minnesota
$255K -$52.9K -1,340 -17%
RIL
75
Rothschild Investment LLC
Illinois
$251K -$41.5K -1,050 -14%
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