WisdomTree International Equity Fund
DWM
121 hedge funds and large institutions have $403M invested in WisdomTree International Equity Fund in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 13 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less capital invested
Capital invested by funds: $413M → $403M (-$10.4M)
1.22% less ownership
Funds ownership: 49.77% → 48.55% (-1.2%)
3% less funds holding
Funds holding: 125 → 121 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.7M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$852K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$837K |
| 5 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.7M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$2.37M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$922K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$846K |
DWM Hedge Fund Activity: Q2 2019 in Review
121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2019, worth a combined $403M — down 2.5% from $413M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DWM and 10 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 41 added.
The largest buyer was Raymond James & Associates, adding an estimated $5.7M. The largest seller was Morgan Stanley, cutting an estimated $14.7M.
- 121 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2019, down from 125 in Q1 2019.
- Funds reported $403M of WisdomTree International Equity Fund stock for Q2 2019, down 2.5% quarter-over-quarter.
- 10 funds opened new WisdomTree International Equity Fund positions in Q2 2019 and 13 closed out, a net change of -3 holders.
- The largest WisdomTree International Equity Fund buyer in Q2 2019 was Raymond James & Associates, an estimated $5.7M added.
- The largest WisdomTree International Equity Fund seller in Q2 2019 was Morgan Stanley, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2019.