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WisdomTree International Equity Fund
DWM

139 hedge funds and large institutions have $416M invested in WisdomTree International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

16% more funds holding

Funds holding: 120 → 139 (+19)

11% more capital invested

Capital invested by funds: $374M → $416M (+$42M)

2.55% more ownership

Funds ownership: 47% → 49.54% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
139
Holders Change
+19
Holders Change %
+15.83%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
33
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.94M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.35M
3
JFA
Johanson Financial Advisors
California
+$2.16M
4
Jane Street
Jane Street
New York
+$1.83M
5
MIA
MainStreet Investment Advisors
Illinois
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
PFM
Parsec Financial Management
North Carolina
-$9.68M
2
RJA
Raymond James & Associates
Florida
-$1.78M
3
UBS Group
UBS Group
Switzerland
-$1.05M
4
Wells Fargo
Wells Fargo
California
-$921K
5
Bank of America
Bank of America
North Carolina
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$384K -$90.5K -1,753 -20%
CAN
77
Cetera Advisor Networks
California
$384K -$18.1K -350 -5%
HHGA
78
Halbert Hargrove Global Advisors
California
$368K -$36.3K -703 -9%
HCMT
79
Highland Capital Management (Tennessee)
Tennessee
$353K – – –
TSS
80
Two Sigma Securities
New York
$320K +$309K +5,992 New
WIA
81
Wealthstreet Investment Advisors
Texas
$318K – – –
FMBTD
82
First Midwest Bank Trust Division
Illinois
$317K -$18.8K -364 -6%
TNB
83
TCF National Bank
South Dakota
$309K -$63.2K -1,225 -17%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$304K +$293K +5,680 New
AP
85
Americana Partners
Texas
$292K +$283K +5,474 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$290K +$14.4K +279 +5%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$253K +$244K +4,726 New
BAM
88
Belpointe Asset Management
Nevada
$237K -$52 -1 -0%
JWCA
89
J.W. Cole Advisors
Florida
$237K +$229K +4,428 New
Creative Planning
90
Creative Planning
Kansas
$236K -$11.1K -215 -5%
MFS
91
McNamara Financial Services
Massachusetts
$236K +$23.3K +451 +11%
GIM
92
Greylin Investment Management
Virginia
$231K – – –
VNA
93
Valley National Advisers
Pennsylvania
$215K – – –
DC
94
DeDora Capital
California
$209K +$202K +3,907 New
TAM
95
Townsend Asset Management
North Carolina
$173K +$167K +3,237 New
IFWM
96
Institute for Wealth Management
Colorado
$157K +$151K +2,930 New
IBOK
97
Independence Bank of Kentucky
Kentucky
$147K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$121K +$114K +2,218 +4,719%
CF
99
Centaurus Financial
California
$105K +$102K +1,970 New
MWP
100
MYCIO Wealth Partners
Pennsylvania
$100K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2019, worth a combined $416M — up 11% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DWM positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Parsec Financial Management, cutting an estimated $9.68M.

  • 139 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $416M of WisdomTree International Equity Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Equity Fund positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $5.94M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2019 was Parsec Financial Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2019.