WisdomTree International Equity Fund
DWM
124 hedge funds and large institutions have $290M invested in WisdomTree International Equity Fund in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 31 closing their positions.
2.99% more ownership
Funds ownership: 49.54% → 52.54% (+3%)
11% less funds holding
Funds holding: 139 → 124 (-15)
30% less capital invested
Capital invested by funds: $416M → $290M (-$125M)
42% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 31
42% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 50
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$27.8M |
| 2 |
Morgan Stanley
New York
|
+$13.6M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$11.6M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$2.9M |
| 5 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$1.79M |
Top Sellers
DWM Hedge Fund Activity: Q1 2020 in Review
124 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2020, worth a combined $290M — down 30% from $416M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of DWM and 18 opened new positions — a net loss of 13 holders — while 50 trimmed existing stakes and 29 added.
The largest buyer was UBS Group, adding an estimated $27.8M. The largest seller was Parsec Financial Management, cutting an estimated $14M.
- 124 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2020, down from 139 in Q4 2019.
- Funds reported $290M of WisdomTree International Equity Fund stock for Q1 2020, down 30% quarter-over-quarter.
- 18 funds opened new WisdomTree International Equity Fund positions in Q1 2020 and 31 closed out, a net change of -13 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2020 was UBS Group, an estimated $27.8M added.
- The largest WisdomTree International Equity Fund seller in Q1 2020 was Parsec Financial Management, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2020.