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WisdomTree International Equity Fund
DWM

127 hedge funds and large institutions have $353M invested in WisdomTree International Equity Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $318M → $353M (+$35.3M)

4.67% more ownership

Funds ownership: 51.28% → 55.96% (+4.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 128 → 127 (-1)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
48
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$68M
2
OMC
Old Mission Capital
Illinois
+$9.87M
3
TFA
Tobias Financial Advisors
Florida
+$7.53M
4
LPL Financial
LPL Financial
California
+$2.53M
5
Wells Fargo
Wells Fargo
California
+$1.43M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$43.5M
2
Jane Street
Jane Street
New York
-$10.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.26M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$1.86M
5
Ameriprise
Ameriprise
Minnesota
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Sculati Wealth Management
Michigan
$892K – – –
MAM
52
McLean Asset Management
Virginia
$886K +$2.18K +41 +0.2%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$663K +$479 +9 +0.1%
SPIA
54
Steward Partners Investment Advisory
New York
$641K +$100K +1,880 +18%
ASN
55
Advisory Services Network
Georgia
$546K -$5.32K -100 -1%
LNC
56
Lincoln National Corp
Pennsylvania
$537K +$122K +2,283 +29%
KFP
57
KMG Fiduciary Partners
Ohio
$534K +$9K +169 +2%
CANC
58
Culbertson A N & Co
Virginia
$509K +$53.2K +1,000 +12%
T
59
TNF
Montana
$505K +$26.4K +495 +5%
MPW
60
Melone Private Wealth
Michigan
$502K -$135K -2,535 -20%
PFG
61
Pinnacle Financial Group
Illinois
$502K +$34.2K +642 +7%
PIA
62
Pinion Investment Advisors
Kansas
$493K +$497K +9,344 New
KWM
63
Kingsview Wealth Management
Oregon
$488K – – –
MLA
64
My Legacy Advisors
Oregon
$447K +$451K +8,476 New
CAN
65
Cetera Advisor Networks
California
$444K -$21K -394 -4%
5L
66
55I LLC
Massachusetts
$422K +$426K +8,001 New
MWM
67
Modera Wealth Management
New Jersey
$404K – – –
TTWM
68
TCV Trust & Wealth Management
Virginia
$393K – – –
IWA
69
Inspirion Wealth Advisors
Illinois
$376K – – –
CASB
70
Cape Ann Savings Bank
Massachusetts
$369K – – –
ACG
71
Allen Capital Group
Nebraska
$362K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$340K – – –
SPA
73
Sentinel Pension Advisors
Massachusetts
$336K -$4.42K -83 -1%
GIA
74
Gladstone Institutional Advisory
Florida
$330K +$333K +6,260 New
BG
75
Benedetti & Gucer
Georgia
$316K -$586 -11 -0.2%
1 2
3
4 5

DWM Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2022, worth a combined $353M — up 11% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 15 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $68M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $43.5M.

  • 127 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $353M of WisdomTree International Equity Fund stock for Q1 2022, up 11% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q1 2022 and 15 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q1 2022 was HBK Sorce Advisory, an estimated $68M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2022 was Signature Estate & Investment Advisors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2022.