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WisdomTree International Equity Fund

128 hedge funds and large institutions have $318M invested in WisdomTree International Equity Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 113128 (+15)

6% more capital invested

Capital invested by funds: $301M → $318M (+$17M)

1.58% more ownership

Funds ownership: 49.7%51.28% (+1.6%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
46
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$970K +$214 +4 +0%
MAM
52
McLean Asset Management
Virginia
$933K -$14.6K -272 -2%
SWM
53
Sculati Wealth Management
Michigan
$915K +$15.4K +287 +2%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$693K -$2.32M -43,272 -77%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$679K +$367K +6,849 +120%
MPW
56
Melone Private Wealth
Michigan
$675K +$669K +12,490 New
ASN
57
Advisory Services Network
Georgia
$565K -$17.4K -325 -3%
SPIA
58
Steward Partners Investment Advisory
New York
$556K -$117K -2,179 -17%
KFP
59
KMG Fiduciary Partners
Ohio
$539K +$11.4K +212 +2%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$533K +$528K +9,849 New
T
61
TNF
Montana
$521K -$49K -914 -9%
KWM
62
Kingsview Wealth Management
Oregon
$500K
PFG
63
Pinnacle Financial Group
Illinois
$480K +$475K +8,868 New
CAN
64
Cetera Advisor Networks
California
$476K -$84.6K -1,579 -15%
CANC
65
Culbertson A N & Co
Virginia
$468K +$42.9K +800 +10%
LNC
66
Lincoln National Corp
Pennsylvania
$427K +$134K +2,506 +47%
MWM
67
Modera Wealth Management
New Jersey
$414K +$12.1K +225 +3%
RIM
68
Rockbridge Investment Management
New York
$409K +$406K +7,572 New
TTWM
69
TCV Trust & Wealth Management
Virginia
$403K
GVAG
70
Great Valley Advisor Group
Delaware
$399K
IWA
71
Inspirion Wealth Advisors
Illinois
$386K +$382K +7,136 New
LGWM
72
Litman Gregory Wealth Management
California
$379K
CASB
73
Cape Ann Savings Bank
Massachusetts
$378K
ACG
74
Allen Capital Group
Nebraska
$371K
SPA
75
Sentinel Pension Advisors
Massachusetts
$349K -$8.25K -154 -2%

DWM Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2021, worth a combined $318M — up 5.6% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DWM positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.9M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $318M of WisdomTree International Equity Fund stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 22 funds opened new WisdomTree International Equity Fund positions in Q4 2021 and 7 closed out, a net change of +15 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2021 was Jane Street, an estimated $10.7M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.