We are live on ! Find out more
DWM icon

WisdomTree International Equity Fund
DWM

118 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1.2% more ownership

Funds ownership: 50.92% → 52.12% (+1.2%)

1% more capital invested

Capital invested by funds: $309M → $313M (+$4.11M)

0% more funds holding

Funds holding: 118 → 118 (0)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.07%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
14
Increased
34
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NRI
NFP Retirement Inc
California
+$6.76M
2
Jane Street
Jane Street
New York
+$4M
3
PWPS
Pinnacle Wealth Planning Services
Ohio
+$3.08M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.81M
5
BRWM
B. Riley Wealth Management
Tennessee
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.3M
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$5.3M
3
KAS
Kestra Advisory Services
Texas
-$2.48M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.02M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
76
Howard Wealth Management
Connecticut
$254K -$27.4K -525 -10%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$246K – – –
EH
78
Equitable Holdings
New York
$237K -$29.7K -570 -11%
GIM
79
Greylin Investment Management
Virginia
$227K – – –
William Blair & Company
80
William Blair & Company
Illinois
$227K +$313 +6 +0.1%
AWA
81
Arete Wealth Advisors
Illinois
$226K -$77K -1,475 -26%
BAM
82
Belpointe Asset Management
Nevada
$217K -$1.83K -35 -0.8%
VNA
83
Valley National Advisers
Pennsylvania
$211K – – –
MCC
84
Money Concepts Capital
Florida
$153K +$104 +2 +0.1%
IBOK
85
Independence Bank of Kentucky
Kentucky
$135K – – –
SWM
86
Spire Wealth Management
Virginia
$103K +$102K +1,950 New
CF
87
Centaurus Financial
California
$100K +$99.7K +1,910 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$89K +$12.2K +233 +16%
PO
89
Private Ocean
California
$87K +$417 +8 +0.5%
LIA
90
LS Investment Advisors
Michigan
$85K – – –
IWP
91
IAG Wealth Partners
Wisconsin
$76K – – –
FI
92
FormulaFolio Investments
Michigan
$70K +$66.1K +1,267 New
AA
93
Ancora Advisors
Ohio
$56K – – –
S
94
SignatureFD
Georgia
$56K – – –
TC
95
Truvestments Capital
Florida
$42K +$209 +4 +0.5%
LWA
96
Lenox Wealth Advisors
New York
$39K – – –
HI
97
Harbour Investments
Wisconsin
$38K +$38K +728 New
OIA
98
Optimum Investment Advisors
Illinois
$37K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
TIM
100
Tortoise Investment Management
New York
$26K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q1 2021 in Review

118 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2021, worth a combined $313M — up 1.3% from $309M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DWM positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was NFP Retirement Inc, opening a new position worth an estimated $6.76M. The largest seller was UBS Group, cutting an estimated $8.3M.

  • 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q1 2021, up 1.3% quarter-over-quarter.
  • 14 funds opened new WisdomTree International Equity Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2021 was NFP Retirement Inc, an estimated $6.76M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2021 was UBS Group, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2021.