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WisdomTree International Equity Fund
DWM

Overview Fund Activity

128 hedge funds and large institutions have $357M invested in WisdomTree International Equity Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
42
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.3M
2
OWA
2
Octavia Wealth Advisors
Ohio
$20.9M
3
AO
3
Advisor OS
Illinois
$2.1M
4
LPL Financial
4
LPL Financial
California
$34.4M
5
PIA
5
Perennial Investment Advisors
California
$1.47M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$10.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$65.1M
4
OMC
4
Old Mission Capital
Illinois
$1.12M
5
FFG
5
Ford Financial Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
76
Allen Capital Group
Nebraska
$342K +$342K +6,868 New
PFM
77
Parsec Financial Management
North Carolina
$341K – – –
SEIA
78
Signature Estate & Investment Advisors
California
$336K -$11.1K -224 -3%
MWM
79
Modera Wealth Management
New Jersey
$333K – – –
MML Investors Services
80
MML Investors Services
Massachusetts
$332K -$16.3K -328 -5%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$321K – – –
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$315K -$3.53K -71 -1%
BG
83
Benedetti & Gucer
Georgia
$313K +$9.36K +188 +3%
IWA
84
Inspirion Wealth Advisors
Illinois
$298K – – –
RIM
85
Rockbridge Investment Management
New York
$271K -$3.58K -72 -1%
KAS
86
Kestra Advisory Services
Texas
$264K -$6.42K -129 -2%
RW
87
Regimen Wealth
Georgia
$249K +$249K +5,004 New
T
88
TNF
Montana
$249K -$33.3K -648 -12%
HWM
89
Howard Wealth Management
Connecticut
$231K – – –
SPA
90
Sentinel Pension Advisors
Massachusetts
$227K -$6.34K -127 -3%
GFS
91
GYL Financial Synergies
Connecticut
$227K – – –
CB
92
Cadence Bank
Mississippi
$225K – – –
MFS
93
McNamara Financial Services
Massachusetts
$217K -$23.7K -476 -10%
GIM
94
Greylin Investment Management
Virginia
$215K – – –
JEST
95
JTC Employer Solutions Trustee
Jersey
$210K – – –
VNA
96
Valley National Advisers
Pennsylvania
$207K – – –
WDL
97
Well Done LLC
Michigan
$205K +$205K +4,119 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$204K +$36.8K +739 +22%
VCM
99
Viewpoint Capital Management
Washington
$204K – – –
AWM
100
Avior Wealth Management
Nebraska
$192K +$192K +3,854 New
2 3
4
5 6