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WisdomTree International Equity Fund
DWM

85 hedge funds and large institutions have $237M invested in WisdomTree International Equity Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

10% more funds holding

Funds holding: 77 → 85 (+8)

1.76% less ownership

Funds ownership: 39.89% → 38.13% (-1.8%)

6% less capital invested

Capital invested by funds: $254M → $237M (-$16.5M)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
26
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.12M
2
Morgan Stanley
Morgan Stanley
New York
+$2.09M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.31M
4
BEAM
Baker Ellis Asset Management
Washington
+$1.28M
5
FA
FDx Advisors
Illinois
+$1.23M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$18.7M
2
SEIA
Signature Estate & Investment Advisors
California
-$5.28M
3
MMA
Miracle Mile Advisors
California
-$3.62M
4
HCM
Hengehold Capital Management
Ohio
-$2.94M
5
Wells Fargo
Wells Fargo
California
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$56K – – –
IWMPD
77
Integrated Wealth Management (Palm Desert)
California
$56K – – –
FNBT
78
FineMark National Bank & Trust
Florida
$25K – – –
TFA
79
Transamerica Financial Advisors
Florida
$23K +$14.1K +295 +163%
KM
80
Kalos Management
Georgia
$21K – – –
Citigroup
81
Citigroup
New York
$18K +$5.39K +113 +42%
ACM
82
Armbruster Capital Management
New York
$13K +$13.1K +275 New
EFSCE
83
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$12.3K +257 New
NFG
84
Next Financial Group
Texas
$5K – – –
SEI Investments
85
SEI Investments
Pennsylvania
$1K +$716 +15 New
VKH
86
Virtu KCG Holdings
New York
– -$219K -4,815 Closed
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
– -$187K -4,113 Closed
HCMT
88
Highland Capital Management (Tennessee)
Tennessee
– -$114K -2,500 Closed
ACM
89
Argentus Capital Management
Texas
– -$23K -500 Closed
TFO
90
Tarbox Family Office
California
– -$5K -109 Closed
1 2 3
4

DWM Hedge Fund Activity: Q4 2015 in Review

85 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2015, worth a combined $237M — down 6.5% from $254M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DWM positions and 5 closed out — a net gain of 9 holders — while 26 added to existing stakes and 29 trimmed.

The largest buyer was UBS Group, adding an estimated $6.12M. The largest seller was SG Americas Securities, cutting an estimated $18.7M.

  • 85 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2015, up from 77 in Q3 2015.
  • Funds reported $237M of WisdomTree International Equity Fund stock for Q4 2015, down 6.5% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Equity Fund positions in Q4 2015 and 5 closed out, a net change of +9 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2015 was UBS Group, an estimated $6.12M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2015 was SG Americas Securities, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.