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WisdomTree International Equity Fund
DWM

83 hedge funds and large institutions have $243M invested in WisdomTree International Equity Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

20% more capital invested

Capital invested by funds: $203M → $243M (+$40.8M)

3.01% more ownership

Funds ownership: 33.8% → 36.81% (+3%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 84 → 83 (-1)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
32
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$6.05M
2
Jane Street
Jane Street
New York
+$4.96M
3
Morgan Stanley
Morgan Stanley
New York
+$3.7M
4
SEIA
Signature Estate & Investment Advisors
California
+$3.63M
5
OMC
Old Mission Capital
Illinois
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.62M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.42M
3
Bank of America
Bank of America
North Carolina
-$1.42M
4
FA
FDx Advisors
Illinois
-$993K
5
HCM
Hengehold Capital Management
Ohio
-$748K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
76
BlackRock
New York
$33K – – –
FNBT
77
FineMark National Bank & Trust
Florida
$25K – – –
IA
78
IFP Advisors
Florida
$14K +$93 +2 +0.7%
GWM
79
Geneos Wealth Management
Colorado
$13K -$5.25K -113 -29%
ACM
80
Armbruster Capital Management
New York
$13K – – –
KF
81
Krilogy Financial
Missouri
$12K +$12K +258 New
NFG
82
Next Financial Group
Texas
$5K – – –
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
– -$1.42M -31,816 Closed
FA
84
FDx Advisors
Illinois
– -$993K -22,184 Closed
HCM
85
Hengehold Capital Management
Ohio
– -$748K -16,720 Closed
UCFA
86
United Capital Financial Advisors
Texas
– -$492K -10,930 Closed
William Blair & Company
87
William Blair & Company
Illinois
– -$268K -6,000 Closed
YMRC
88
Yorktown Management & Research Company
Virginia
– -$201K -4,500 Closed
US Bancorp
89
US Bancorp
Minnesota
– -$102K -2,273 Closed
TFA
90
Transamerica Financial Advisors
Florida
– -$74K -1,634 Closed
1 2 3
4

DWM Hedge Fund Activity: Q3 2016 in Review

83 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2016, worth a combined $243M — up 20% from $203M a quarter earlier.

Fund positioning in DWM was balanced in Q3 2016: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 24 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $6.05M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.62M.

  • 83 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2016, down from 84 in Q2 2016.
  • Funds reported $243M of WisdomTree International Equity Fund stock for Q3 2016, up 20% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q3 2016 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2016 was Raymond James & Associates, an estimated $6.05M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2016 was Cambridge Investment Research Advisors, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2016.