WisdomTree International Equity Fund
DWM
84 hedge funds and large institutions have $203M invested in WisdomTree International Equity Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 81 → 84 (+3)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
3.21% less ownership
Funds ownership: 37.01% → 33.8% (-3.2%)
14% less capital invested
Capital invested by funds: $237M → $203M (-$34.4M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$2.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.92M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.64M |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$1.02M |
| 5 |
YP
Yellowstone Partners
Idaho Falls,
Idaho
|
+$767K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
-$9.58M |
| 2 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$8.17M |
| 3 |
MWP
Moller Wealth Partners
|
-$4.75M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$1.95M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.47M |
DWM Hedge Fund Activity: Q2 2016 in Review
84 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2016, worth a combined $203M — down 14% from $237M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DWM positions and 7 closed out — a net gain of 3 holders — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Signature Estate & Investment Advisors, adding an estimated $2.38M. The largest seller was TCV Trust & Wealth Management, cutting an estimated $9.58M.
- 84 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2016, up from 81 in Q1 2016.
- Funds reported $203M of WisdomTree International Equity Fund stock for Q2 2016, down 14% quarter-over-quarter.
- 10 funds opened new WisdomTree International Equity Fund positions in Q2 2016 and 7 closed out, a net change of +3 holders.
- The largest WisdomTree International Equity Fund buyer in Q2 2016 was Signature Estate & Investment Advisors, an estimated $2.38M added.
- The largest WisdomTree International Equity Fund seller in Q2 2016 was TCV Trust & Wealth Management, an estimated $9.58M sold.
Based on aggregated 13F filings for Q2 2016.