WisdomTree International Equity Fund
DWM
132 hedge funds and large institutions have $329M invested in WisdomTree International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
4% more funds holding
Funds holding: 127 → 132 (+5)
3.05% more ownership
Funds ownership: 55.96% → 59.01% (+3.1%)
7% less capital invested
Capital invested by funds: $353M → $329M (-$23.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.5M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$11.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.73M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.5M |
| 5 |
Morgan Stanley
New York
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$10.5M |
| 2 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$2.22M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$707K |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$602K |
| 5 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$589K |
DWM Hedge Fund Activity: Q2 2022 in Review
132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2022, worth a combined $329M — down 6.7% from $353M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DWM positions and 9 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.5M. The largest seller was Old Mission Capital, cutting an estimated $10.5M.
- 132 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2022, up from 127 in Q1 2022.
- Funds reported $329M of WisdomTree International Equity Fund stock for Q2 2022, down 6.7% quarter-over-quarter.
- 15 funds opened new WisdomTree International Equity Fund positions in Q2 2022 and 9 closed out, a net change of +6 holders.
- The largest WisdomTree International Equity Fund buyer in Q2 2022 was LPL Financial, an estimated $12.5M added.
- The largest WisdomTree International Equity Fund seller in Q2 2022 was Old Mission Capital, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2022.