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WisdomTree International Equity Fund
DWM

129 hedge funds and large institutions have $360M 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, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

4% more funds holding

Funds holding: 124 → 129 (+5)

2% more capital invested

Capital invested by funds: $351M → $360M (+$8.41M)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

1.59% less ownership

Funds ownership: 64.8% → 63.21% (-1.6%)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
2.06%
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
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.31M
2
OWA
Octavia Wealth Advisors
Ohio
+$3.03M
3
AO
Advisor OS
Illinois
+$2.09M
4
LPL Financial
LPL Financial
California
+$1.6M
5
PIA
Perennial Investment Advisors
California
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$13.9M
2
FTUS
Flow Traders U.S.
New York
-$5.28M
3
Morgan Stanley
Morgan Stanley
New York
-$2.29M
4
OMC
Old Mission Capital
Illinois
-$1.46M
5
FFG
Ford Financial Group
California
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
76
TCV Trust & Wealth Management
Virginia
$344K – – –
ACG
77
Allen Capital Group
Nebraska
$342K +$340K +6,868 New
PFM
78
Parsec Financial Management
North Carolina
$341K – – –
SEIA
79
Signature Estate & Investment Advisors
California
$336K -$11.1K -224 -3%
MWM
80
Modera Wealth Management
New Jersey
$333K – – –
MML Investors Services
81
MML Investors Services
Massachusetts
$332K -$16.3K -328 -5%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$321K – – –
JMPWA
83
JP Morgan Private Wealth Advisors
California
$315K -$3.52K -71 -1%
BG
84
Benedetti & Gucer
Georgia
$313K +$9.32K +188 +3%
IWA
85
Inspirion Wealth Advisors
Illinois
$298K – – –
RIM
86
Rockbridge Investment Management
New York
$271K -$3.57K -72 -1%
KAS
87
Kestra Advisory Services
Texas
$264K -$6.39K -129 -2%
RW
88
Regimen Wealth
Georgia
$249K +$248K +5,004 New
T
89
TNF
Montana
$249K -$32.1K -648 -12%
HWM
90
Howard Wealth Management
Connecticut
$231K – – –
SPA
91
Sentinel Pension Advisors
Massachusetts
$227K -$6.29K -127 -3%
GFS
92
GYL Financial Synergies
Connecticut
$227K – – –
CB
93
Cadence Bank
Mississippi
$225K – – –
MFS
94
McNamara Financial Services
Massachusetts
$217K -$23.6K -476 -10%
GIM
95
Greylin Investment Management
Virginia
$215K – – –
JEST
96
JTC Employer Solutions Trustee
Jersey
$210K – – –
VNA
97
Valley National Advisers
Pennsylvania
$207K – – –
WDL
98
Well Done LLC
Michigan
$205K +$204K +4,119 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$204K +$36.6K +739 +22%
VCM
100
Viewpoint Capital Management
Washington
$204K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q1 2023 in Review

129 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2023, worth a combined $360M — up 2.4% from $351M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 10 closed out — a net gain of 6 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Jane Street, adding an estimated $5.31M. The largest seller was HBK Sorce Advisory, cutting an estimated $13.9M.

  • 129 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2023, up from 124 in Q4 2022.
  • Funds reported $360M of WisdomTree International Equity Fund stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q1 2023 and 10 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2023 was Jane Street, an estimated $5.31M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2023 was HBK Sorce Advisory, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2023.