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WisdomTree International Equity Fund

112 hedge funds and large institutions have $283M invested in WisdomTree International Equity Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $290M → $283M (-$7.22M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

3.31% less ownership

Funds ownership: 52.54%49.23% (-3.3%)

10% less funds holding

Funds holding: 124112 (-12)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
39
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
51
Veritable
Delaware
$561K
SPC
52
Sigma Planning Corp
Michigan
$519K +$90.7K +2,140 +22%
TTWM
53
TCV Trust & Wealth Management
Virginia
$499K -$153K -3,609 -24%
CANC
54
Culbertson A N & Co
Virginia
$436K
GP
55
Girard Partners
Pennsylvania
$430K -$4.11K -97 -1%
HTC
56
Haverford Trust Company
Pennsylvania
$430K
TNB
57
TCF National Bank
South Dakota
$422K +$124K +2,935 +55%
KWM
58
Kingsview Wealth Management
Oregon
$412K +$1.74K +41 +0.4%
CAN
59
Cetera Advisor Networks
California
$384K +$69.1K +1,630 +23%
KFP
60
KMG Fiduciary Partners
Ohio
$383K +$7.46K +176 +2%
EH
61
Equitable Holdings
New York
$380K +$85.4K +2,016 +31%
SPA
62
Sentinel Pension Advisors
Massachusetts
$358K -$8.98K -212 -3%
HWM
63
Howard Wealth Management
Connecticut
$348K -$70.6K -1,665 -17%
DAS
64
Dynamic Advisor Solutions
Arizona
$344K +$36.8K +869 +13%
HA
65
HYA Advisors
Missouri
$319K +$170 +4 +0.1%
LGWM
66
Litman Gregory Wealth Management
California
$310K -$182K -4,300 -38%
CASB
67
Cape Ann Savings Bank
Massachusetts
$310K +$296K +6,994 New
ACG
68
Allen Capital Group
Nebraska
$304K
SPIA
69
Steward Partners Investment Advisory
New York
$291K -$223K -5,260 -44%
HCMT
70
Highland Capital Management (Tennessee)
Tennessee
$279K -$12.7K -300 -5%
RIL
71
Rothschild Investment LLC
Illinois
$274K -$6.36K -150 -2%
GW
72
GW & Wade
Massachusetts
$257K -$185K -4,370 -43%
MFS
73
McNamara Financial Services
Massachusetts
$255K +$244K +5,763 New
AAS
74
Avantax Advisory Services
Texas
$248K -$168K -3,964 -41%
AP
75
Americana Partners
Texas
$242K

DWM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2020, worth a combined $283M — down 2.5% from $290M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DWM and 8 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 39 added.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $31.1M.

  • 112 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2020, down from 124 in Q1 2020.
  • Funds reported $283M of WisdomTree International Equity Fund stock for Q2 2020, down 2.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2020 and 20 closed out, a net change of -12 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2020 was Signature Estate & Investment Advisors, an estimated $4.28M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2020 was UBS Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2020.