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WisdomTree International Equity Fund

109 hedge funds and large institutions have $395M invested in WisdomTree International Equity Fund in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more funds holding

Funds holding: 94109 (+15)

16% more capital invested

Capital invested by funds: $341M → $395M (+$53.6M)

3.98% more ownership

Funds ownership: 40.69%44.66% (+4%)

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
35
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$114K +$48.4K +880 +75%
OIA
77
OneDigital Investment Advisors
Kansas
$104K -$5.83K -106 -5%
CAL
78
Capital Advisors Ltd
Ohio
$98K
PWM
79
Perigon Wealth Management
California
$93K
LIA
80
LS Investment Advisors
Michigan
$90K
RFC
81
Regions Financial Corp
Alabama
$81K +$80.2K +1,458 New
CAC
82
Certified Advisory Corp
Florida
$80K +$2.64M +48,020 New
LWA
83
Lenox Wealth Advisors
New York
$72K +$70.7K +1,286 New
Citigroup
84
Citigroup
New York
$55K +$19.3K +350 +55%
SPIA
85
Steward Partners Investment Advisory
New York
$48K +$14.4K +262 +44%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$45K +$29.1K +530 +187%
CTC
87
Central Trust Company
Missouri
$42K +$41.3K +750 New
ASN
88
Advisory Services Network
Georgia
$40K
JP Morgan Chase
89
JP Morgan Chase
New York
$35K -$2.04K -37 -6%
NSIM
90
North Star Investment Management
Illinois
$28K
TIM
91
Tortoise Investment Management
New York
$28K
IWM
92
IHT Wealth Management
Illinois
$21K
APA
93
American Portfolios Advisors
New York
$18.5K +$18.3K +332 New
WAM
94
Wealthspire Advisors (Maryland)
Maryland
$15K
KF
95
Krilogy Financial
Missouri
$14K
AssetMark Inc
96
AssetMark Inc
California
$14K +$13.8K +250 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$12.4K +225 New
ADL
98
Asset Dedication LLC
California
$11K
GWM
99
Geneos Wealth Management
Colorado
$11K
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$9K

DWM Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2017, worth a combined $395M — up 16% from $341M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DWM positions and 7 closed out — a net gain of 16 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $3.53M.

  • 109 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $395M of WisdomTree International Equity Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 23 funds opened new WisdomTree International Equity Fund positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $12.8M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2017 was Jane Street, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2017.