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WisdomTree International Equity Fund

120 hedge funds and large institutions have $374M invested in WisdomTree International Equity Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 121120 (-1)

1.56% less ownership

Funds ownership: 48.55%47% (-1.6%)

7% less capital invested

Capital invested by funds: $403M → $374M (-$29.1M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
11
Increased
34
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$230K +$6.05K +122 +3%
BAM
77
Belpointe Asset Management
Nevada
$220K -$1.49K -30 -0.7%
GIM
78
Greylin Investment Management
Virginia
$215K
VAS
79
Vestmark Advisory Solutions
Massachusetts
$207K +$4.11K +83 +2%
MFS
80
McNamara Financial Services
Massachusetts
$202K
VNA
81
Valley National Advisers
Pennsylvania
$200K
SFS
82
Sowell Financial Services
Arkansas
$182K +$181K +3,653 New
JP Morgan Chase
83
JP Morgan Chase
New York
$163K -$2.68K -54 -2%
IBOK
84
Independence Bank of Kentucky
Kentucky
$137K +$127K +2,565 +1,350%
MWP
85
MYCIO Wealth Partners
Pennsylvania
$93K
CAL
86
Capital Advisors Ltd
Ohio
$87K
LIA
87
LS Investment Advisors
Michigan
$80K
Citigroup
88
Citigroup
New York
$78K -$3.96K -80 -5%
KWA
89
KCS Wealth Advisory
California
$57.9K +$57.7K +1,164 New
LWA
90
Lenox Wealth Advisors
New York
$57K
S
91
SignatureFD
Georgia
$53K
NFG
92
Next Financial Group
Texas
$52K -$30.9K -624 -37%
VFA
93
Valeo Financial Advisors
Indiana
$47K
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$39K -$134K -2,708 -78%
AIS
95
Accurate Investment Solutions
Pennsylvania
$39K
FCA
96
FinTrust Capital Advisors
South Carolina
$39K
WEC
97
Winslow Evans & Crocker
Massachusetts
$36K -$11.9K -240 -25%
OIA
98
Optimum Investment Advisors
Illinois
$35K
CAC
99
Certified Advisory Corp
Florida
$30K +$892 +18 +3%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$27K

DWM Hedge Fund Activity: Q3 2019 in Review

120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2019, worth a combined $374M — down 7.2% from $403M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 10 closed out — a net gain of 1 holder — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.41M. The largest seller was Morgan Stanley, cutting an estimated $5.83M.

  • 120 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2019, down from 121 in Q2 2019.
  • Funds reported $374M of WisdomTree International Equity Fund stock for Q3 2019, down 7.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q3 2019 was Flow Traders U.S., an estimated $1.41M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2019 was Morgan Stanley, an estimated $5.83M sold.

Based on aggregated 13F filings for Q3 2019.