DWM icon

WisdomTree International Equity Fund
DWM

Overview Fund Activity

123 hedge funds and large institutions have $289M invested in WisdomTree International Equity Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-16
Holders Change %
-11.51%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
29
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$47.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.5M
3
MHS
3
M Holdings Securities
Oregon
$10.5M
4
Creative Planning
4
Creative Planning
Kansas
$2.56M
5
SWM
5
Shakespeare Wealth Management
Wisconsin
$8.36M

Top Sellers

1
PFM
1
Parsec Financial Management
North Carolina
$18.7M
2
RJA
2
Raymond James & Associates
Florida
$4.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$813K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$698K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
76
Americana Partners
Texas
$216K – – –
TNB
77
TCF National Bank
South Dakota
$211K -$17.6K -445 -8%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$202K -$97K -2,447 -32%
HHGA
79
Halbert Hargrove Global Advisors
California
$201K -$70.1K -1,776 -26%
BAM
80
Belpointe Asset Management
Nevada
$176K +$1.58K +40 +0.9%
William Blair & Company
81
William Blair & Company
Illinois
$166K -$144K -3,649 -46%
VNA
82
Valley National Advisers
Pennsylvania
$159K – – –
TAM
83
Townsend Asset Management
North Carolina
$128K +$630 +16 +0.5%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$123K +$109K +2,750 +764%
KFI
85
Key Financial Inc
Pennsylvania
$116K +$116K +2,936 New
TC
86
Truvestments Capital
Florida
$116K +$116K +2,955 New
IBOK
87
Independence Bank of Kentucky
Kentucky
$109K – – –
CAL
88
Capital Advisors Ltd
Ohio
$69K – – –
LIA
89
LS Investment Advisors
Michigan
$64K – – –
AA
90
Ancora Advisors
Ohio
$52K – – –
EP
91
Eudaimonia Partners
Tennessee
$45K +$4.36K +111 +11%
S
92
SignatureFD
Georgia
$42K – – –
NFG
93
Next Financial Group
Texas
$41K – – –
CFO
94
CVA Family Office
Colorado
$41K +$41K +1,030 New
CFGS
95
Concourse Financial Group Securities
Alabama
$40K -$50K -1,258 -56%
VFA
96
Valeo Financial Advisors
Indiana
$35K -$3.68K -90 -10%
AIS
97
Accurate Investment Solutions
Pennsylvania
$31K – – –
FCA
98
FinTrust Capital Advisors
South Carolina
$31K – – –
DWM
99
Darwin Wealth Management
Florida
$30K +$30K +762 New
Citigroup
100
Citigroup
New York
$29K -$23.8K -609 -45%
2 3
4
5 6