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WisdomTree International Equity Fund

90 hedge funds and large institutions have $311M invested in WisdomTree International Equity Fund in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

8% more funds holding

Funds holding: 8390 (+7)

7% more capital invested

Capital invested by funds: $289M → $311M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.21% less ownership

Funds ownership: 42.37%41.16% (-1.2%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
35
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$33K -$30.5K -592 -48%
TIM
77
Tortoise Investment Management
New York
$26K
NSIM
78
North Star Investment Management
Illinois
$26K +$26.3K +510 New
GWM
79
Geneos Wealth Management
Colorado
$14K
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$14K +$14K +271 New
KF
81
Krilogy Financial
Missouri
$13K
BWA
82
BDO Wealth Advisors
Florida
$11K +$11.1K +216 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$10K
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$10K +$10.3K +200 New
UBS AM
85
UBS AM
Illinois
$5.19K +$5.16K +100 New
MSFP
86
Mark Sheptoff Financial Planning
Connecticut
$5K +$5.26K +102 New
VWA
87
V Wealth Advisors
Kansas
$4K +$4.13K +80 New
SPIA
88
Steward Partners Investment Advisory
New York
$2K +$2.58K +50 New
PA
89
Parallel Advisors
California
$1K
Goldman Sachs
90
Goldman Sachs
New York
-$568K -11,428 Closed
OMC
91
Old Mission Capital
Illinois
-$553K -11,117 Closed
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
-$384K -7,726 Closed
IUHSA
93
Itau Unibanco Holding S.A.
Brazil
-$343K -6,891 Closed
FIM
94
Freedom Investment Management
Connecticut
-$220K -4,427 Closed
GIM
95
Greylin Investment Management
Virginia
-$215K -4,319 Closed
FTUS
96
Flow Traders U.S.
New York
-$212K -4,257 Closed
ACM
97
Armbruster Capital Management
New York
-$14K -275 Closed

DWM Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2017, worth a combined $311M — up 7.4% from $289M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 8 closed out — a net gain of 7 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Parsec Financial Management, adding an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $6.54M.

  • 90 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2017, up from 83 in Q1 2017.
  • Funds reported $311M of WisdomTree International Equity Fund stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2017 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2017 was Parsec Financial Management, an estimated $4.13M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2017 was Jane Street, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2017.