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WisdomTree International Equity Fund
DWM

Overview Fund Activity

117 hedge funds and large institutions have $307M invested in WisdomTree International Equity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
30
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$2.48M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.2M
3
SWM
Shakespeare Wealth Management
Wisconsin
+$1.92M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.67M
2
Jane Street
Jane Street
New York
-$3.35M
3
BFG
Beacon Financial Group
Texas
-$3.26M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.99M
5
BRWM
B. Riley Wealth Management
Tennessee
-$2.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$266K +$266K +5,262 New
MFS
77
McNamara Financial Services
Massachusetts
$264K – – –
EH
78
Equitable Holdings
New York
$257K -$5.83K -115 -2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$236K +$58.4K +1,158 +33%
William Blair & Company
80
William Blair & Company
Illinois
$219K +$3.4K +67 +2%
GIM
81
Greylin Investment Management
Virginia
$219K +$219K +4,319 New
KFI
82
Key Financial Inc
Pennsylvania
$215K +$215K +4,249 New
BAM
83
Belpointe Asset Management
Nevada
$211K -$1.42K -28 -0.7%
Ameriprise
84
Ameriprise
Minnesota
$209K +$209K +4,100 New
VNA
85
Valley National Advisers
Pennsylvania
$203K – – –
MCC
86
Money Concepts Capital
Florida
$147K +$147K +2,913 New
IBOK
87
Independence Bank of Kentucky
Kentucky
$130K – – –
EP
88
Eudaimonia Partners
Tennessee
$84K – – –
PWM
89
Perigon Wealth Management
California
$84K +$84K +1,668 New
PO
90
Private Ocean
California
$83K +$555 +11 +0.7%
LIA
91
LS Investment Advisors
Michigan
$82K – – –
IWP
92
IAG Wealth Partners
Wisconsin
$74K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$73K +$23.4K +465 +47%
RA
94
Reby Advisors
Connecticut
$73K +$73K +1,433 New
WEC
95
Winslow Evans & Crocker
Massachusetts
$68K +$47.9K +950 +238%
AA
96
Ancora Advisors
Ohio
$54K – – –
S
97
SignatureFD
Georgia
$54K – – –
TC
98
Truvestments Capital
Florida
$40K +$40K +795 New
Citigroup
99
Citigroup
New York
$37K – – –
LWA
100
Lenox Wealth Advisors
New York
$37K – – –
2 3
4
5 6