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WisdomTree International Equity Fund
DWM

108 hedge funds and large institutions have $279M invested in WisdomTree International Equity Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.4% more ownership

Funds ownership: 49.23% → 50.63% (+1.4%)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

2% less capital invested

Capital invested by funds: $283M → $279M (-$4.42M)

4% less funds holding

Funds holding: 112 → 108 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
7
Increased
40
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Beacon Financial Group
Texas
+$2.81M
2
SEIA
Signature Estate & Investment Advisors
California
+$2.48M
3
SEI Investments
SEI Investments
Pennsylvania
+$2.39M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.8M
5
Jane Street
Jane Street
New York
+$864K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3.81M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.66M
3
FWCM
Ferguson Wellman Capital Management
Oregon
-$2.15M
4
SAM
Stringer Asset Management
Tennessee
-$1.91M
5
PFM
Parsec Financial Management
North Carolina
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$183K – – –
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$160K +$27.4K +594 +20%
TAM
78
Townsend Asset Management
North Carolina
$134K +$1.11K +24 +0.8%
IBOK
79
Independence Bank of Kentucky
Kentucky
$117K – – –
EP
80
Eudaimonia Partners
Tennessee
$76K +$33.9K +735 +79%
PO
81
Private Ocean
California
$74K +$646 +14 +0.9%
LIA
82
LS Investment Advisors
Michigan
$73K – – –
IWP
83
IAG Wealth Partners
Wisconsin
$66K – – –
S
84
SignatureFD
Georgia
$49K – – –
AA
85
Ancora Advisors
Ohio
$48K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$46K -$1.85K -40 -4%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$45K +$21.7K +470 +91%
LWA
88
Lenox Wealth Advisors
New York
$34K – – –
Citigroup
89
Citigroup
New York
$33K – – –
TPWA
90
TRUE Private Wealth Advisors
Oregon
$33K +$92 +2 +0.3%
OIA
91
Optimum Investment Advisors
Illinois
$32K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
PWM
93
Provident Wealth Management
Tennessee
$25K +$25.4K +549 New
TIM
94
Tortoise Investment Management
New York
$23K – – –
PFS
95
Prospera Financial Services
Texas
$21K +$21.3K +462 New
WEC
96
Winslow Evans & Crocker
Massachusetts
$18K – – –
NSIM
97
North Star Investment Management
Illinois
$14K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$13K +$12.5K +270 +1,125%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
PFBT
100
Parkside Financial Bank & Trust
Missouri
$10K – – –
1 2 3
4
5

DWM Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2020, worth a combined $279M — down 1.6% from $283M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DWM and 7 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 40 added.

The largest buyer was Beacon Financial Group, adding an estimated $2.81M. The largest seller was Raymond James & Associates, cutting an estimated $3.81M.

  • 108 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2020, down from 112 in Q2 2020.
  • Funds reported $279M of WisdomTree International Equity Fund stock for Q3 2020, down 1.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree International Equity Fund positions in Q3 2020 and 9 closed out, a net change of -2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2020 was Beacon Financial Group, an estimated $2.81M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2020 was Raymond James & Associates, an estimated $3.81M sold.

Based on aggregated 13F filings for Q3 2020.