WisdomTree International Equity Fund
DWM
77 hedge funds and large institutions have $254M invested in WisdomTree International Equity Fund in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
8% more funds holding
Funds holding: 71 → 77 (+6)
0.62% more ownership
Funds ownership: 39.27% → 39.89% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less capital invested
Capital invested by funds: $274M → $254M (-$20.3M)
Top Buyers
| 1 |
SG Americas Securities
New York
|
+$21M |
| 2 |
Goldman Sachs
New York
|
+$5.62M |
| 3 |
Jane Street
New York
|
+$4.58M |
| 4 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$4.46M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.02M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$14.2M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$6.23M |
| 3 |
Morgan Stanley
New York
|
-$3.83M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
76
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
|
FA
77
FDx Advisors
Chicago,
Illinois
| – | -$1.47M | -28,716 | Closed |
|
78
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$272K | -5,321 | Closed |
|
|
FT
79
Fiduciary Trust
Boston,
Massachusetts
| – | -$232K | -4,550 | Closed |
|
|
GIM
80
Greylin Investment Management
Orange,
Virginia
| – | -$220K | -4,319 | Closed |
|
|
MHS
81
M Holdings Securities
Portland,
Oregon
| – | -$215K | -4,219 | Closed |
|
|
RIL
82
Rothschild Investment LLC
Chicago,
Illinois
| – | -$207K | -4,065 | Closed |
|
83
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$19K | -380 | Closed |
|
|
KCM
84
Karp Capital Management
Sausalito,
California
| – | -$13K | -247 | Closed |
|
|
BRWM
85
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$6K | -133 | Closed |
|
DWM Hedge Fund Activity: Q3 2015 in Review
77 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2015, worth a combined $254M — down 7.4% from $274M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new DWM positions and 9 closed out — a net gain of 8 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $21M. The largest seller was UBS Group, cutting an estimated $14.2M.
- 77 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2015, up from 71 in Q2 2015.
- Funds reported $254M of WisdomTree International Equity Fund stock for Q3 2015, down 7.4% quarter-over-quarter.
- 17 funds opened new WisdomTree International Equity Fund positions in Q3 2015 and 9 closed out, a net change of +8 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2015 was SG Americas Securities, an estimated $21M added.
- The largest WisdomTree International Equity Fund seller in Q3 2015 was UBS Group, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2015.