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WisdomTree International Equity Fund

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.25% more ownership

Funds ownership: 59.52%61.78% (+2.3%)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $326M → $313M (-$13.2M)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
33
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
Octavia Wealth Advisors
Ohio
$832K -$61.2K -1,115 -7%
PMG
52
ProVise Management Group
Florida
$815K
DC
53
Davenport & Co
Virginia
$803K -$2.75K -50 -0.3%
BA
54
Brightwater Advisory
Florida
$784K -$766K -13,949 -48%
BFG
55
Beacon Financial Group
Texas
$775K -$67.6K -1,231 -8%
FWP
56
Falcon Wealth Planning
California
$736K -$10.3K -187 -1%
HighTower Advisors
57
HighTower Advisors
Illinois
$671K -$47.4K -863 -6%
IF
58
Intrua Financial
Texas
$634K
MWM
59
Modera Wealth Management
New Jersey
$626K
KFP
60
KMG Fiduciary Partners
Ohio
$597K +$4.01K +73 +0.6%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$554K +$18.7K +341 +3%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$492K +$513K +9,341 New
SPIA
63
Steward Partners Investment Advisory
New York
$490K
KWM
64
Kingsview Wealth Management
Oregon
$487K
LGWM
65
Litman Gregory Wealth Management
California
$369K
ACG
66
Allen Capital Group
Nebraska
$362K
CASB
67
Cape Ann Savings Bank
Massachusetts
$358K
PFG
68
Pinnacle Financial Group
Illinois
$340K -$58.8K -1,071 -14%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$340K
IWA
70
Inspirion Wealth Advisors
Illinois
$321K +$2.47K +45 +0.8%
TTWM
71
TCV Trust & Wealth Management
Virginia
$305K
HWM
72
Howard Wealth Management
Connecticut
$296K
RIM
73
Rockbridge Investment Management
New York
$285K +$55 +1 +0%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$259K +$270K +4,911 New
AFA
75
Arlington Financial Advisors
California
$258K +$268K +4,887 New

DWM Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2024, worth a combined $313M — down 4% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 12 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $7.27M. The largest seller was Advisor OS, exiting entirely with an estimated $2.13M sold.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q4 2024, down 4% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $7.27M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2024 was Advisor OS, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.