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WisdomTree International Equity Fund
DWM

81 hedge funds and large institutions have $237M invested in WisdomTree International Equity Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $237M → $237M (-$125K)

1.12% less ownership

Funds ownership: 38.13% → 37.01% (-1.1%)

5% less funds holding

Funds holding: 85 → 81 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
9
Increased
35
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$8.33M
2
BCI
Brinker Capital Investments
Pennsylvania
+$5.8M
3
SAM
Stringer Asset Management
Tennessee
+$5.77M
4
MWP
Moller Wealth Partners
+$4.56M
5
PFM
Parsec Financial Management
North Carolina
+$1.53M

Top Sellers

1
TTWM
TCV Trust & Wealth Management
Virginia
-$13.7M
2
Morgan Stanley
Morgan Stanley
New York
-$5.99M
3
Wells Fargo
Wells Fargo
California
-$3.68M
4
Jane Street
Jane Street
New York
-$3.41M
5
Goldman Sachs
Goldman Sachs
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
Armbruster Capital Management
New York
$13K – – –
IA
77
IFP Advisors
Florida
$11K +$9.71K +220 New
NFG
78
Next Financial Group
Texas
$4K – – –
SBL
79
Sargent Bickham Lagudis
Colorado
$2K +$1.76K +40 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.21K +50 New
SG Americas Securities
81
SG Americas Securities
New York
– -$1.58M -33,868 Closed
Citadel Advisors
82
Citadel Advisors
Florida
– -$847K -18,189 Closed
MMA
83
Miracle Mile Advisors
California
– -$681K -14,620 Closed
PPA
84
Parametric Portfolio Associates
Washington
– -$431K -9,256 Closed
JMPWA
85
JP Morgan Private Wealth Advisors
California
– -$372K -7,990 Closed
SPC
86
Sigma Planning Corp
Michigan
– -$290K -6,218 Closed
ONB
87
Old National Bancorp
Indiana
– -$269K -5,768 Closed
Bank of New York Mellon
88
Bank of New York Mellon
New York
– -$213K -4,589 Closed
GIM
89
Greylin Investment Management
Virginia
– -$201K -4,319 Closed
TRCT
90
Tower Research Capital (TRC)
New York
– -$134K -2,871 Closed
IWMPD
91
Integrated Wealth Management (Palm Desert)
California
– -$56K -1,200 Closed
Citigroup
92
Citigroup
New York
– -$18K -383 Closed
SEI Investments
93
SEI Investments
Pennsylvania
– -$1K -15 Closed
1 2 3
4

DWM Hedge Fund Activity: Q1 2016 in Review

81 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2016, worth a combined $237M — down 0.05% from $237M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 9 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 35 added.

The largest buyer was Raymond James & Associates, adding an estimated $8.33M. The largest seller was TCV Trust & Wealth Management, cutting an estimated $13.7M.

  • 81 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2016, down from 85 in Q4 2015.
  • Funds reported $237M of WisdomTree International Equity Fund stock for Q1 2016, down 0.05% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q1 2016 and 13 closed out, a net change of -4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2016 was Raymond James & Associates, an estimated $8.33M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2016 was TCV Trust & Wealth Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2016.