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WisdomTree International Equity Fund
DWM

122 hedge funds and large institutions have $356M invested in WisdomTree International Equity Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% more ownership

Funds ownership: 63.95% → 64.34% (+0.39%)

4% less capital invested

Capital invested by funds: $371M → $356M (-$14.9M)

6% less funds holding

Funds holding: 130 → 122 (-8)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
5
Increased
40
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.94M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.45M
3
LFA
Legacy Financial Advisors
Kentucky
+$3.14M
4
FTUS
Flow Traders U.S.
New York
+$2.91M
5
LPL Financial
LPL Financial
California
+$2.39M

Top Sellers

1
FWP
Falcon Wealth Planning
California
-$6.22M
2
TFA
Tobias Financial Advisors
Florida
-$5.78M
3
CIS
Connors Investor Services
Pennsylvania
-$3.69M
4
Morgan Stanley
Morgan Stanley
New York
-$2.75M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$327K – – –
SEIA
77
Signature Estate & Investment Advisors
California
$316K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$313K +$1.2K +24 +0.4%
PAG
79
Private Advisor Group
New Jersey
$312K -$553K -11,064 -63%
JMPWA
80
JP Morgan Private Wealth Advisors
California
$306K -$3.3K -66 -1%
TTWM
81
TCV Trust & Wealth Management
Virginia
$304K -$26.2K -525 -8%
IWA
82
Inspirion Wealth Advisors
Illinois
$290K – – –
RIM
83
Rockbridge Investment Management
New York
$275K -$1.65K -33 -0.6%
HWM
84
Howard Wealth Management
Connecticut
$271K – – –
ASN
85
Advisory Services Network
Georgia
$261K -$283K -5,657 -51%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$258K +$267K +5,336 New
KAS
87
Kestra Advisory Services
Texas
$250K -$12.5K -251 -5%
RW
88
Regimen Wealth
Georgia
$249K +$1.75K +35 +0.7%
MFS
89
McNamara Financial Services
Massachusetts
$242K -$8.29K -166 -3%
Citadel Advisors
90
Citadel Advisors
Florida
$240K -$1.56M -31,302 -86%
GFS
91
GYL Financial Synergies
Connecticut
$221K – – –
SPA
92
Sentinel Pension Advisors
Massachusetts
$217K +$1.05K +21 +0.5%
GIM
93
Greylin Investment Management
Virginia
$209K – – –
JEST
94
JTC Employer Solutions Trustee
Jersey
$204K – – –
VCM
95
Viewpoint Capital Management
Washington
$198K – – –
VNA
96
Valley National Advisers
Pennsylvania
$194K – – –
NS
97
NBC Securities
Alabama
$164K +$170K +3,396 New
TFG
98
Team Financial Group
California
$152K +$158K +3,153 New
IBOK
99
Independence Bank of Kentucky
Kentucky
$117K – – –
William Blair & Company
100
William Blair & Company
Illinois
$104K +$400 +8 +0.4%
2 3
4
5 6

DWM Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2023, worth a combined $356M — down 4% from $371M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 5 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 40 added.

The largest buyer was Old Mission Capital, adding an estimated $4.94M. The largest seller was Falcon Wealth Planning, cutting an estimated $6.22M.

  • 122 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2023, down from 130 in Q2 2023.
  • Funds reported $356M of WisdomTree International Equity Fund stock for Q3 2023, down 4% quarter-over-quarter.
  • 5 funds opened new WisdomTree International Equity Fund positions in Q3 2023 and 13 closed out, a net change of -8 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2023 was Old Mission Capital, an estimated $4.94M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2023 was Falcon Wealth Planning, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2023.