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WisdomTree International Equity Fund
DWM

130 hedge funds and large institutions have $371M invested in WisdomTree International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $360M → $371M (+$11.7M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.74% more ownership

Funds ownership: 63.21% → 63.95% (+0.74%)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
+$14.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$2.54M
4
FTUS
Flow Traders U.S.
New York
+$2.05M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.89M
2
Jane Street
Jane Street
New York
-$4.18M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$3.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.09M
5
IFG
Independent Financial Group
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
76
&Partners
Tennessee
$371K – – –
LGWM
77
Litman Gregory Wealth Management
California
$350K +$354K +7,000 New
CASB
78
Cape Ann Savings Bank
Massachusetts
$350K – – –
ACG
79
Allen Capital Group
Nebraska
$344K – – –
TTWM
80
TCV Trust & Wealth Management
Virginia
$341K -$5.05K -100 -1%
SEIA
81
Signature Estate & Investment Advisors
California
$328K -$11.3K -223 -3%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$323K – – –
JMPWA
83
JP Morgan Private Wealth Advisors
California
$320K +$3.18K +63 +1%
IWA
84
Inspirion Wealth Advisors
Illinois
$300K – – –
RIM
85
Rockbridge Investment Management
New York
$286K +$13.3K +264 +5%
SSWM
86
Smith Salley Wealth Management
North Carolina
$281K +$284K +5,619 New
HWM
87
Howard Wealth Management
Connecticut
$281K +$48.8K +965 +21%
KAS
88
Kestra Advisory Services
Texas
$271K +$4.75K +94 +2%
MFS
89
McNamara Financial Services
Massachusetts
$258K +$41.3K +817 +19%
RW
90
Regimen Wealth
Georgia
$255K +$5.16K +102 +2%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$253K +$256K +5,061 New
BG
92
Benedetti & Gucer
Georgia
$246K -$73.1K -1,447 -23%
T
93
TNF
Montana
$229K -$13.5K -267 -6%
GFS
94
GYL Financial Synergies
Connecticut
$228K – – –
SPA
95
Sentinel Pension Advisors
Massachusetts
$223K -$5K -99 -2%
AWS
96
Atria Wealth Solutions
New York
$219K +$222K +4,385 New
GIM
97
Greylin Investment Management
Virginia
$216K – – –
JEST
98
JTC Employer Solutions Trustee
Jersey
$211K – – –
WDL
99
Well Done LLC
Michigan
$206K – – –
VCM
100
Viewpoint Capital Management
Washington
$205K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2023, worth a combined $371M — up 3.2% from $360M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DWM positions and 8 closed out — a net gain of 2 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Legacy Financial Advisors, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $8.89M.

  • 130 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $371M of WisdomTree International Equity Fund stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $14.1M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2023 was Morgan Stanley, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2023.