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WisdomTree International Equity Fund
DWM

118 hedge funds and large institutions have $309M invested in WisdomTree International Equity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $279M → $309M (+$30.4M)

9% more funds holding

Funds holding: 108 → 118 (+10)

0.3% more ownership

Funds ownership: 50.63% → 50.92% (+0.3%)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
2.09%
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
31
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.33M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.08M
3
SWM
Shakespeare Wealth Management
Wisconsin
+$1.82M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.37M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$973K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.37M
2
Jane Street
Jane Street
New York
-$3.17M
3
BFG
Beacon Financial Group
Texas
-$2.98M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.83M
5
BRWM
B. Riley Wealth Management
Tennessee
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
76
Howard Wealth Management
Connecticut
$271K -$120K -2,508 -32%
TSS
77
Two Sigma Securities
New York
$266K +$252K +5,262 New
MFS
78
McNamara Financial Services
Massachusetts
$264K – – –
EH
79
Equitable Holdings
New York
$257K -$5.51K -115 -2%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$236K +$55.5K +1,158 +33%
William Blair & Company
81
William Blair & Company
Illinois
$219K +$3.21K +67 +2%
GIM
82
Greylin Investment Management
Virginia
$219K +$207K +4,319 New
KFI
83
Key Financial Inc
Pennsylvania
$215K +$204K +4,249 New
BAM
84
Belpointe Asset Management
Nevada
$211K -$1.34K -28 -0.7%
Ameriprise
85
Ameriprise
Minnesota
$209K +$197K +4,100 New
VNA
86
Valley National Advisers
Pennsylvania
$203K – – –
MCC
87
Money Concepts Capital
Florida
$147K +$140K +2,913 New
IBOK
88
Independence Bank of Kentucky
Kentucky
$130K – – –
EP
89
Eudaimonia Partners
Tennessee
$84K – – –
PWM
90
Perigon Wealth Management
California
$84K +$79.9K +1,668 New
PO
91
Private Ocean
California
$83K +$527 +11 +0.7%
LIA
92
LS Investment Advisors
Michigan
$82K – – –
IWP
93
IAG Wealth Partners
Wisconsin
$74K – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$73K +$22.3K +465 +47%
RA
95
Reby Advisors
Connecticut
$73K +$68.7K +1,433 New
WEC
96
Winslow Evans & Crocker
Massachusetts
$68K +$45.5K +950 +238%
AA
97
Ancora Advisors
Ohio
$54K – – –
S
98
SignatureFD
Georgia
$54K – – –
TC
99
Truvestments Capital
Florida
$40K +$38.1K +795 New
Citigroup
100
Citigroup
New York
$37K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q4 2020 in Review

118 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2020, worth a combined $309M — up 11% from $279M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DWM positions and 10 closed out — a net gain of 10 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.33M. The largest seller was UBS Group, cutting an estimated $5.37M.

  • 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $309M of WisdomTree International Equity Fund stock for Q4 2020, up 11% quarter-over-quarter.
  • 20 funds opened new WisdomTree International Equity Fund positions in Q4 2020 and 10 closed out, a net change of +10 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $2.33M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2020 was UBS Group, an estimated $5.37M sold.

Based on aggregated 13F filings for Q4 2020.