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WisdomTree International Equity Fund
DWM

127 hedge funds and large institutions have $353M invested in WisdomTree International Equity Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $318M → $353M (+$35.3M)

4.67% more ownership

Funds ownership: 51.28% → 55.96% (+4.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 128 → 127 (-1)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
48
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$68M
2
OMC
Old Mission Capital
Illinois
+$9.87M
3
TFA
Tobias Financial Advisors
Florida
+$7.53M
4
LPL Financial
LPL Financial
California
+$2.53M
5
Wells Fargo
Wells Fargo
California
+$1.43M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$43.5M
2
Jane Street
Jane Street
New York
-$10.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.26M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$1.86M
5
Ameriprise
Ameriprise
Minnesota
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$308K +$41.1K +772 +15%
HA
77
HYA Advisors
Missouri
$305K -$9.53K -179 -3%
RIM
78
Rockbridge Investment Management
New York
$296K -$107K -2,012 -27%
CBN
79
Cadence Bank NA
Texas
$282K +$285K +5,346 New
RIL
80
Rothschild Investment LLC
Illinois
$280K – – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$259K +$12.2K +230 +5%
BI
82
Berkeley Inc
Idaho
$258K -$13.3K -249 -5%
MFS
83
McNamara Financial Services
Massachusetts
$255K -$36.8K -692 -13%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$246K -$276K -5,176 -53%
HWM
85
Howard Wealth Management
Connecticut
$245K -$10.4K -195 -4%
WDL
86
Well Done LLC
Michigan
$240K – – –
William Blair & Company
87
William Blair & Company
Illinois
$230K +$373 +7 +0.2%
GIM
88
Greylin Investment Management
Virginia
$228K – – –
JEST
89
JTC Employer Solutions Trustee
Jersey
$223K – – –
VCM
90
Viewpoint Capital Management
Washington
$216K -$5.32K -100 -2%
VNA
91
Valley National Advisers
Pennsylvania
$212K – – –
IWM
92
IHT Wealth Management
Illinois
$211K +$213K +4,004 New
AWA
93
Arete Wealth Advisors
Illinois
$204K – – –
BAM
94
Belpointe Asset Management
Nevada
$188K -$14.8K -278 -7%
SSC
95
Syverson Strege & Co
Iowa
$139K +$160 +3 +0.1%
IBOK
96
Independence Bank of Kentucky
Kentucky
$127K -$7.99K -150 -6%
MCC
97
Money Concepts Capital
Florida
$113K -$31.6K -594 -22%
CFD
98
Creative Financial Designs
Indiana
$88K +$12.2K +230 +16%
HNB
99
Huntington National Bank
Ohio
$86K – – –
LIA
100
LS Investment Advisors
Michigan
$85K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2022, worth a combined $353M — up 11% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 15 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $68M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $43.5M.

  • 127 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $353M of WisdomTree International Equity Fund stock for Q1 2022, up 11% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q1 2022 and 15 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q1 2022 was HBK Sorce Advisory, an estimated $68M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2022 was Signature Estate & Investment Advisors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2022.