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WisdomTree International Equity Fund
DWM

124 hedge funds and large institutions have $351M invested in WisdomTree International Equity Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $320M → $351M (+$30.9M)

2.84% more ownership

Funds ownership: 61.96% → 64.8% (+2.8%)

2% more funds holding

Funds holding: 121 → 124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
41
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.95M
2
Morgan Stanley
Morgan Stanley
New York
+$8.02M
3
FTUS
Flow Traders U.S.
New York
+$4.4M
4
DWMG
DB Wealth Management Group
California
+$4M
5
OWA
Octavia Wealth Advisors
Ohio
+$2.05M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$43.9M
2
UBS Group
UBS Group
Switzerland
-$3.57M
3
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.31M
5
PAG
Private Advisor Group
New Jersey
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$320K +$162K +3,617 +114%
MWM
77
Modera Wealth Management
New Jersey
$315K +$300K +6,705 New
IA
78
IFP Advisors
Florida
$314K -$1.14M -25,449 -82%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$303K – – –
JMPWA
80
JP Morgan Private Wealth Advisors
California
$301K -$273K -6,100 -49%
BG
81
Benedetti & Gucer
Georgia
$287K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$284K -$13.3K -297 -5%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$284K +$134 +3 +0%
IWA
84
Inspirion Wealth Advisors
Illinois
$282K -$23.1K -518 -8%
T
85
TNF
Montana
$274K -$30K -671 -11%
RIM
86
Rockbridge Investment Management
New York
$260K -$1.52K -34 -0.6%
KAS
87
Kestra Advisory Services
Texas
$256K +$6.3K +141 +3%
CANC
88
Culbertson A N & Co
Virginia
$252K -$71.5K -1,600 -23%
MFS
89
McNamara Financial Services
Massachusetts
$228K +$216K +4,837 New
SPA
90
Sentinel Pension Advisors
Massachusetts
$220K +$209K +4,683 New
HWM
91
Howard Wealth Management
Connecticut
$219K +$208K +4,650 New
GFS
92
GYL Financial Synergies
Connecticut
$215K +$204K +4,563 New
CB
93
Cadence Bank
Mississippi
$213K +$203K +4,533 New
GIM
94
Greylin Investment Management
Virginia
$203K +$193K +4,319 New
JEST
95
JTC Employer Solutions Trustee
Jersey
$199K – – –
VNA
96
Valley National Advisers
Pennsylvania
$197K – – –
VCM
97
Viewpoint Capital Management
Washington
$193K – – –
BAM
98
Belpointe Asset Management
Nevada
$160K -$2.59K -58 -2%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$158K -$71.3K -1,595 -32%
IBOK
100
Independence Bank of Kentucky
Kentucky
$114K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2022, worth a combined $351M — up 9.7% from $320M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DWM positions and 12 closed out — a net gain of 6 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.95M. The largest seller was HBK Sorce Advisory, cutting an estimated $43.9M.

  • 124 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $351M of WisdomTree International Equity Fund stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Equity Fund positions in Q4 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2022 was LPL Financial, an estimated $9.95M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2022 was HBK Sorce Advisory, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.