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WisdomTree International Equity Fund
DWM

113 hedge funds and large institutions have $301M invested in WisdomTree International Equity Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.58% less ownership

Funds ownership: 50.28% → 49.7% (-0.58%)

2% less capital invested

Capital invested by funds: $308M → $301M (-$7.51M)

5% less funds holding

Funds holding: 119 → 113 (-6)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
41
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.87M
2
Morgan Stanley
Morgan Stanley
New York
+$3.62M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.09M
4
KAS
Kestra Advisory Services
Texas
+$2.54M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.51M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
2
Bank of America
Bank of America
North Carolina
-$2.08M
3
Jane Street
Jane Street
New York
-$1.52M
4
PFM
Parsec Financial Management
North Carolina
-$798K
5
HTC
Haverford Trust Company
Pennsylvania
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$230K +$606 +11 +0.3%
GIM
77
Greylin Investment Management
Virginia
$228K – – –
JEST
78
JTC Employer Solutions Trustee
Jersey
$223K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$223K +$1.1K +20 +0.5%
BAM
80
Belpointe Asset Management
Nevada
$218K – – –
VNA
81
Valley National Advisers
Pennsylvania
$212K – – –
SSC
82
Syverson Strege & Co
Iowa
$153K -$1.16K -21 -0.7%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$142K +$52K +944 +54%
IBOK
84
Independence Bank of Kentucky
Kentucky
$136K – – –
SWM
85
Spire Wealth Management
Virginia
$103K – – –
LIA
86
LS Investment Advisors
Michigan
$85K – – –
CFD
87
Creative Financial Designs
Indiana
$79K +$32.8K +595 +66%
IWP
88
IAG Wealth Partners
Wisconsin
$77K – – –
S
89
SignatureFD
Georgia
$57K – – –
AA
90
Ancora Advisors
Ohio
$56K – – –
BIA
91
Bell Investment Advisors
California
$56K +$58.4K +1,059 New
HI
92
Harbour Investments
Wisconsin
$38K – – –
PP
93
Pacifica Partners
Canada
$38K +$39K +707 New
TIM
94
Tortoise Investment Management
New York
$26K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$26K +$15K +273 +126%
CFGS
96
Concourse Financial Group Securities
Alabama
$25K – – –
FCA
97
FinTrust Capital Advisors
South Carolina
$25K – – –
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$25K +$6.12K +111 +30%
LWA
99
Lenox Wealth Advisors
New York
$23K -$16.3K -295 -40%
NSIM
100
North Star Investment Management
Illinois
$16K – – –
1 2 3
4
5

DWM Hedge Fund Activity: Q3 2021 in Review

113 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2021, worth a combined $301M — down 2.4% from $308M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 10 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 41 added.

The largest buyer was Ameriprise, adding an estimated $3.87M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.21M sold.

  • 113 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2021, down from 119 in Q2 2021.
  • Funds reported $301M of WisdomTree International Equity Fund stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q3 2021 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2021 was Ameriprise, an estimated $3.87M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2021 was Citadel Advisors, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2021.