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WisdomTree International Equity Fund
DWM

130 hedge funds and large institutions have $371M invested in WisdomTree International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $360M → $371M (+$11.7M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.74% more ownership

Funds ownership: 63.21% → 63.95% (+0.74%)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
+$14.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$2.54M
4
FTUS
Flow Traders U.S.
New York
+$2.05M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.89M
2
Jane Street
Jane Street
New York
-$4.18M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$3.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.09M
5
IFG
Independent Financial Group
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.08M -$355K -7,023 -25%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$1.03M -$514K -10,163 -33%
PMG
53
ProVise Management Group
Florida
$1.02M -$31.2K -617 -3%
OC
54
Oarsman Capital
Wisconsin
$1.01M -$53.6K -1,060 -5%
Mariner
55
Mariner
Kansas
$967K -$6.87K -136 -0.7%
Stifel Financial
56
Stifel Financial
Missouri
$881K -$26.3K -520 -3%
PAG
57
Private Advisor Group
New Jersey
$877K -$123K -2,438 -12%
IF
58
Intrua Financial
Texas
$841K -$3.59K -71 -0.4%
MAM
59
McLean Asset Management
Virginia
$810K +$960 +19 +0.1%
MWM
60
Modera Wealth Management
New Jersey
$750K +$419K +8,285 +124%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$663K +$184K +3,635 +38%
GWM
62
Geneos Wealth Management
Colorado
$658K +$196K +3,877 +42%
SWA
63
Stratos Wealth Advisors
Ohio
$578K +$82.6K +1,635 +16%
ASN
64
Advisory Services Network
Georgia
$553K +$77.4K +1,532 +16%
KFP
65
KMG Fiduciary Partners
Ohio
$541K +$10.1K +199 +2%
JP Morgan Chase
66
JP Morgan Chase
New York
$529K -$1M -19,843 -65%
PFG
67
Pinnacle Financial Group
Illinois
$498K +$505 +10 +0.1%
SPIA
68
Steward Partners Investment Advisory
New York
$493K -$2.58K -51 -0.5%
KWM
69
Kingsview Wealth Management
Oregon
$463K – – –
GIA
70
Gladstone Institutional Advisory
Florida
$458K -$3.79K -75 -0.8%
CAN
71
Cetera Advisor Networks
California
$441K +$4.14K +82 +0.9%
IWM
72
IHT Wealth Management
Illinois
$440K +$10.3K +204 +2%
CPRC
73
Consolidated Portfolio Review Corp
New York
$435K +$657 +13 +0.1%
MPW
74
Melone Private Wealth
Michigan
$407K +$6.72K +133 +2%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$376K +$380K +7,524 New
1 2
3
4 5

DWM Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2023, worth a combined $371M — up 3.2% from $360M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DWM positions and 8 closed out — a net gain of 2 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Legacy Financial Advisors, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $8.89M.

  • 130 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $371M of WisdomTree International Equity Fund stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $14.1M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2023 was Morgan Stanley, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2023.