WisdomTree International Equity Fund
DWM
126 hedge funds and large institutions have $350M invested in WisdomTree International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 10 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 36
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 128 → 126 (-2)
12.77% less ownership
Funds ownership: 74.02% → 61.25% (-13%)
19% less capital invested
Capital invested by funds: $433M → $350M (-$83M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Brightwater Advisory
Tampa,
Florida
|
+$3.3M |
| 2 |
Jane Street
New York
|
+$2.72M |
| 3 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$1.62M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.11M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$57.4M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$24.2M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$21.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.6M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.09M |
DWM Hedge Fund Activity: Q1 2024 in Review
126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2024, worth a combined $350M — down 19% from $433M a quarter earlier.
Fund positioning in DWM was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 38 added to existing stakes and 36 trimmed.
The largest buyer was Brightwater Advisory, opening a new position worth an estimated $3.3M. The largest seller was Morgan Stanley, cutting an estimated $57.4M.
- 126 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2024, down from 128 in Q4 2023.
- Funds reported $350M of WisdomTree International Equity Fund stock for Q1 2024, down 19% quarter-over-quarter.
- 10 funds opened new WisdomTree International Equity Fund positions in Q1 2024 and 10 closed out, a net change of 0 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2024 was Brightwater Advisory, an estimated $3.3M added.
- The largest WisdomTree International Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $57.4M sold.
Based on aggregated 13F filings for Q1 2024.