WisdomTree International Equity Fund
DWM
83 hedge funds and large institutions have $289M invested in WisdomTree International Equity Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 10 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $243M → $289M (+$46.2M)
3.53% more ownership
Funds ownership: 38.84% → 42.37% (+3.5%)
6% less funds holding
Funds holding: 88 → 83 (-5)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$12.6M |
| 2 |
Jane Street
New York
|
+$6.52M |
| 3 |
Morgan Stanley
New York
|
+$4.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.72M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.1M |
| 2 |
SG Americas Securities
New York
|
-$1.91M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.3M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$1.21M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.18M |
DWM Hedge Fund Activity: Q1 2017 in Review
83 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2017, worth a combined $289M — up 19% from $243M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of DWM and 6 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 35 added.
The largest buyer was Parsec Financial Management, adding an estimated $12.6M. The largest seller was Goldman Sachs, cutting an estimated $3.1M.
- 83 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2017, down from 88 in Q4 2016.
- Funds reported $289M of WisdomTree International Equity Fund stock for Q1 2017, up 19% quarter-over-quarter.
- 6 funds opened new WisdomTree International Equity Fund positions in Q1 2017 and 10 closed out, a net change of -4 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2017 was Parsec Financial Management, an estimated $12.6M added.
- The largest WisdomTree International Equity Fund seller in Q1 2017 was Goldman Sachs, an estimated $3.1M sold.
Based on aggregated 13F filings for Q1 2017.