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WisdomTree International Equity Fund

128 hedge funds and large institutions have $318M invested in WisdomTree International Equity Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 113128 (+15)

6% more capital invested

Capital invested by funds: $301M → $318M (+$17M)

1.58% more ownership

Funds ownership: 49.7%51.28% (+1.6%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
46
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$348K
BG
77
Benedetti & Gucer
Georgia
$324K -$27.6K -516 -8%
HA
78
HYA Advisors
Missouri
$322K -$85K -1,587 -21%
MFS
79
McNamara Financial Services
Massachusetts
$299K -$107 -2 -0%
RIL
80
Rothschild Investment LLC
Illinois
$287K
BI
81
Berkeley Inc
Idaho
$278K +$429 +8 +0.2%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$274K +$127K +2,375 +88%
HWM
83
Howard Wealth Management
Connecticut
$262K
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$253K +$24.7K +461 +11%
WDL
85
Well Done LLC
Michigan
$246K -$676K -12,620 -74%
SPC
86
Sigma Planning Corp
Michigan
$236K -$37.6K -702 -14%
William Blair & Company
87
William Blair & Company
Illinois
$236K +$482 +9 +0.2%
GIM
88
Greylin Investment Management
Virginia
$234K
JEST
89
JTC Employer Solutions Trustee
Jersey
$228K
VCM
90
Viewpoint Capital Management
Washington
$227K +$225K +4,200 New
VNA
91
Valley National Advisers
Pennsylvania
$217K
AWA
92
Arete Wealth Advisors
Illinois
$210K +$208K +3,874 New
BAM
93
Belpointe Asset Management
Nevada
$208K -$16.1K -300 -7%
MCC
94
Money Concepts Capital
Florida
$148K +$147K +2,743 New
SSC
95
Syverson Strege & Co
Iowa
$142K -$13.7K -256 -9%
IBOK
96
Independence Bank of Kentucky
Kentucky
$139K
HNB
97
Huntington National Bank
Ohio
$92K
LIA
98
LS Investment Advisors
Michigan
$87K
CFD
99
Creative Financial Designs
Indiana
$78K -$2.89K -54 -4%
AWM
100
Aspire Wealth Management
Massachusetts
$77K +$76.7K +1,432 New

DWM Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2021, worth a combined $318M — up 5.6% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DWM positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.9M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $318M of WisdomTree International Equity Fund stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 22 funds opened new WisdomTree International Equity Fund positions in Q4 2021 and 7 closed out, a net change of +15 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2021 was Jane Street, an estimated $10.7M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.