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WisdomTree International Equity Fund
DWM

119 hedge funds and large institutions have $308M invested in WisdomTree International Equity Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 118 → 119 (+1)

2% less capital invested

Capital invested by funds: $313M → $308M (-$5.05M)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

1.85% less ownership

Funds ownership: 52.12% → 50.28% (-1.8%)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
36
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.15M
2
OMC
Old Mission Capital
Illinois
+$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.56M
4
KFI
Key Financial Inc
Pennsylvania
+$1.41M
5
Ameriprise
Ameriprise
Minnesota
+$1.03M

Top Sellers

1
NRI
NFP Retirement Inc
California
-$6.81M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.75M
3
Jane Street
Jane Street
New York
-$3.56M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.43M
5
SSC
Syverson Strege & Co
Iowa
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
76
Greylin Investment Management
Virginia
$235K – – –
JEST
77
JTC Employer Solutions Trustee
Jersey
$230K +$232K +4,226 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$229K -$26.1K -475 -10%
SPIA
79
Steward Partners Investment Advisory
New York
$228K -$48.4K -880 -17%
BAM
80
Belpointe Asset Management
Nevada
$225K – – –
AWA
81
Arete Wealth Advisors
Illinois
$219K -$15.6K -283 -7%
VNA
82
Valley National Advisers
Pennsylvania
$219K – – –
Northern Trust
83
Northern Trust
Illinois
$218K +$220K +4,000 New
SSC
84
Syverson Strege & Co
Iowa
$159K -$2.17M -39,464 -93%
IBOK
85
Independence Bank of Kentucky
Kentucky
$140K – – –
SWM
86
Spire Wealth Management
Virginia
$106K – – –
CF
87
Centaurus Financial
California
$101K -$2.75K -50 -3%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$95K +$3.68K +67 +4%
PO
89
Private Ocean
California
$90K +$55 +1 +0.1%
LIA
90
LS Investment Advisors
Michigan
$88K – – –
IWP
91
IAG Wealth Partners
Wisconsin
$79K – – –
FI
92
FormulaFolio Investments
Michigan
$70K +$880 +16 +1%
AA
93
Ancora Advisors
Ohio
$58K – – –
S
94
SignatureFD
Georgia
$58K – – –
CFD
95
Creative Financial Designs
Indiana
$49K +$49.3K +897 New
TC
96
Truvestments Capital
Florida
$44K +$550 +10 +1%
HI
97
Harbour Investments
Wisconsin
$40K – – –
LWA
98
Lenox Wealth Advisors
New York
$40K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
TIM
100
Tortoise Investment Management
New York
$27K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2021, worth a combined $308M — down 1.6% from $313M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $2.15M. The largest seller was NFP Retirement Inc, exiting entirely with an estimated $6.81M sold.

  • 119 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2021, up from 118 in Q1 2021.
  • Funds reported $308M of WisdomTree International Equity Fund stock for Q2 2021, down 1.6% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q2 2021 and 9 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2021 was Bank of America, an estimated $2.15M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2021 was NFP Retirement Inc, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2021.