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WisdomTree International Equity Fund
DWM

128 hedge funds and large institutions have $433M invested in WisdomTree International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $356M → $433M (+$77.2M)

9.69% more ownership

Funds ownership: 64.34% → 74.02% (+9.7%)

5% more funds holding

Funds holding: 122 → 128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
33
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.13M
3
MHS
M Holdings Securities
Oregon
+$1.77M
4
LPL Financial
LPL Financial
California
+$1.21M
5
SWM
Shakespeare Wealth Management
Wisconsin
+$961K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$6.1M
2
FTUS
Flow Traders U.S.
New York
-$3.89M
3
FWP
Falcon Wealth Planning
California
-$2.8M
4
AWM
AE Wealth Management
Kansas
-$779K
5
UBS Group
UBS Group
Switzerland
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$1.05M -$3.89M -78,789 -80%
DC
52
Davenport & Co
Virginia
$1.05M -$19.2K -389 -2%
OC
53
Oarsman Capital
Wisconsin
$1.01M -$48.4K -980 -5%
CCM
54
Cullen Capital Management
New York
$977K +$918K +18,600 New
FFA
55
Frazier Financial Advisors
Ohio
$967K +$909K +18,409 New
Mariner
56
Mariner
Kansas
$964K +$17.9K +362 +2%
Stifel Financial
57
Stifel Financial
Missouri
$893K +$1.78K +36 +0.2%
GWM
58
Geneos Wealth Management
Colorado
$877K +$122K +2,468 +17%
MAM
59
McLean Asset Management
Virginia
$826K -$21.4K -434 -3%
FWP
60
Falcon Wealth Planning
California
$787K -$2.8M -56,636 -79%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$691K -$197 -4 -0%
MWM
62
Modera Wealth Management
New Jersey
$682K – – –
IWM
63
IHT Wealth Management
Illinois
$677K +$198K +4,007 +45%
SWA
64
Stratos Wealth Advisors
Ohio
$668K +$42.6K +862 +7%
IF
65
Intrua Financial
Texas
$632K -$38.8K -785 -6%
KFP
66
KMG Fiduciary Partners
Ohio
$575K +$3.6K +73 +0.7%
PAG
67
Private Advisor Group
New Jersey
$536K +$186K +3,758 +58%
SPIA
68
Steward Partners Investment Advisory
New York
$492K -$24.2K -490 -5%
KWM
69
Kingsview Wealth Management
Oregon
$485K – – –
CAN
70
Cetera Advisor Networks
California
$480K +$19.1K +386 +4%
GIA
71
Gladstone Institutional Advisory
Florida
$435K -$26.1K -529 -6%
PFG
72
Pinnacle Financial Group
Illinois
$394K -$71.4K -1,447 -16%
P
73
&Partners
Tennessee
$390K – – –
LGWM
74
Litman Gregory Wealth Management
California
$368K – – –
ACG
75
Allen Capital Group
Nebraska
$361K – – –
1 2
3
4 5

DWM Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2023, worth a combined $433M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DWM positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.2M. The largest seller was Old Mission Capital, cutting an estimated $6.1M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $433M of WisdomTree International Equity Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Equity Fund positions in Q4 2023 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $51.2M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2023 was Old Mission Capital, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2023.