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WisdomTree International Equity Fund
DWM

123 hedge funds and large institutions have $347M invested in WisdomTree International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 61.25% → 62.99% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $350M → $347M (-$3.45M)

2% less funds holding

Funds holding: 126 → 123 (-3)

40% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 48

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
29
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.7M
2
FTUS
Flow Traders U.S.
New York
+$2.78M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.25M
4
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$2.18M
5
KAS
Kestra Advisory Services
Texas
+$1.41M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
2
SWM
Shakespeare Wealth Management
Wisconsin
-$4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.48M
4
OMC
Old Mission Capital
Illinois
-$2.45M
5
RJA
Raymond James & Associates
Florida
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
51
Beacon Financial Group
Texas
$882K -$101K -1,841 -10%
PMG
52
ProVise Management Group
Florida
$844K -$7.94K -145 -0.9%
Stifel Financial
53
Stifel Financial
Missouri
$842K -$76.5K -1,397 -8%
DC
54
Davenport & Co
Virginia
$840K -$247K -4,521 -22%
SWA
55
Stratos Wealth Advisors
Ohio
$829K +$25K +456 +3%
HighTower Advisors
56
HighTower Advisors
Illinois
$804K +$10.7K +196 +1%
FWP
57
Falcon Wealth Planning
California
$752K -$23.4K -427 -3%
IWM
58
IHT Wealth Management
Illinois
$725K -$22.9K -419 -3%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$713K +$493 +9 +0.1%
MWM
60
Modera Wealth Management
New Jersey
$668K -$29.4K -537 -4%
IF
61
Intrua Financial
Texas
$647K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$628K -$329K -6,009 -34%
KFP
63
KMG Fiduciary Partners
Ohio
$602K +$10.6K +194 +2%
SPIA
64
Steward Partners Investment Advisory
New York
$501K – – –
PAG
65
Private Advisor Group
New Jersey
$499K -$14.5K -264 -3%
KWM
66
Kingsview Wealth Management
Oregon
$497K – – –
Citadel Advisors
67
Citadel Advisors
Florida
$444K -$4.5M -82,215 -91%
PFG
68
Pinnacle Financial Group
Illinois
$404K +$547 +10 +0.1%
LGWM
69
Litman Gregory Wealth Management
California
$376K – – –
GIA
70
Gladstone Institutional Advisory
Florida
$371K -$36.5K -667 -9%
ACG
71
Allen Capital Group
Nebraska
$369K – – –
CASB
72
Cape Ann Savings Bank
Massachusetts
$365K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$346K – – –
IWA
74
Inspirion Wealth Advisors
Illinois
$322K – – –
TTWM
75
TCV Trust & Wealth Management
Virginia
$311K -$15.5K -284 -5%
1 2
3
4 5

DWM Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2024, worth a combined $347M — down 0.99% from $350M a quarter earlier.

Fund positioning in DWM was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.5M.

  • 123 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2024, down from 126 in Q1 2024.
  • Funds reported $347M of WisdomTree International Equity Fund stock for Q2 2024, down 0.99% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2024 was UBS Group, an estimated $13.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2024 was Citadel Advisors, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2024.