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WisdomTree International Equity Fund

112 hedge funds and large institutions have $283M invested in WisdomTree International Equity Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $290M → $283M (-$7.22M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

3.31% less ownership

Funds ownership: 52.54%49.23% (-3.3%)

10% less funds holding

Funds holding: 124112 (-12)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
39
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$198K
VNA
77
Valley National Advisers
Pennsylvania
$178K
William Blair & Company
78
William Blair & Company
Illinois
$174K -$11.4K -270 -6%
NC
79
NewSquare Capital
Pennsylvania
$146K +$140K +3,305 New
TAM
80
Townsend Asset Management
North Carolina
$130K -$13.6K -321 -10%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$130K -$7.71K -182 -6%
IBOK
82
Independence Bank of Kentucky
Kentucky
$114K -$8.05K -190 -7%
LIA
83
LS Investment Advisors
Michigan
$71K
PO
84
Private Ocean
California
$71K +$68.6K +1,620 New
IWP
85
IAG Wealth Partners
Wisconsin
$64K +$61.2K +1,445 New
AA
86
Ancora Advisors
Ohio
$47K -$10.5K -247 -19%
S
87
SignatureFD
Georgia
$47K
CFGS
88
Concourse Financial Group Securities
Alabama
$46K +$1.7K +40 +4%
EP
89
Eudaimonia Partners
Tennessee
$41K -$9.15K -216 -19%
VFA
90
Valeo Financial Advisors
Indiana
$38K
TC
91
Truvestments Capital
Florida
$34K -$92K -2,172 -74%
LWA
92
Lenox Wealth Advisors
New York
$33K
Citigroup
93
Citigroup
New York
$32K -$593 -14 -2%
TPWA
94
TRUE Private Wealth Advisors
Oregon
$32K +$85 +2 +0.3%
OIA
95
Optimum Investment Advisors
Illinois
$31K
FCA
96
FinTrust Capital Advisors
South Carolina
$30K -$5.08K -120 -15%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$27K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$23K -$5.25K -124 -19%
TIM
99
Tortoise Investment Management
New York
$22K
WEC
100
Winslow Evans & Crocker
Massachusetts
$18K

DWM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2020, worth a combined $283M — down 2.5% from $290M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DWM and 8 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 39 added.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $31.1M.

  • 112 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2020, down from 124 in Q1 2020.
  • Funds reported $283M of WisdomTree International Equity Fund stock for Q2 2020, down 2.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2020 and 20 closed out, a net change of -12 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2020 was Signature Estate & Investment Advisors, an estimated $4.28M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2020 was UBS Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2020.