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WisdomTree International Equity Fund
DWM

128 hedge funds and large institutions have $433M invested in WisdomTree International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $356M → $433M (+$77.2M)

9.69% more ownership

Funds ownership: 64.34% → 74.02% (+9.7%)

5% more funds holding

Funds holding: 122 → 128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
33
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.13M
3
MHS
M Holdings Securities
Oregon
+$1.77M
4
LPL Financial
LPL Financial
California
+$1.21M
5
SWM
Shakespeare Wealth Management
Wisconsin
+$961K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$6.1M
2
FTUS
Flow Traders U.S.
New York
-$3.89M
3
FWP
Falcon Wealth Planning
California
-$2.8M
4
AWM
AE Wealth Management
Kansas
-$779K
5
UBS Group
UBS Group
Switzerland
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
76
Independent Financial Group
California
$355K -$16.5K -335 -5%
CASB
77
Cape Ann Savings Bank
Massachusetts
$353K – – –
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$339K -$1.19K -24 -0.4%
Goldman Sachs
79
Goldman Sachs
New York
$335K +$314K +6,370 New
TTWM
80
TCV Trust & Wealth Management
Virginia
$330K – – –
IWA
81
Inspirion Wealth Advisors
Illinois
$312K – – –
CPRC
82
Consolidated Portfolio Review Corp
New York
$301K -$144K -2,909 -34%
SEIA
83
Signature Estate & Investment Advisors
California
$296K -$44.8K -907 -14%
HWM
84
Howard Wealth Management
Connecticut
$295K – – –
RIM
85
Rockbridge Investment Management
New York
$293K -$4.84K -98 -2%
RW
86
Regimen Wealth
Georgia
$272K +$1.88K +38 +0.7%
BG
87
Benedetti & Gucer
Georgia
$265K +$249K +5,047 New
MFS
88
McNamara Financial Services
Massachusetts
$263K +$148 +3 +0.1%
USWIA
89
UP Strategic Wealth Investment Advisors
Pennsylvania
$262K +$247K +4,998 New
GFS
90
GYL Financial Synergies
Connecticut
$240K – – –
SPA
91
Sentinel Pension Advisors
Massachusetts
$231K -$3.6K -73 -2%
GIM
92
Greylin Investment Management
Virginia
$227K – – –
JEST
93
JTC Employer Solutions Trustee
Jersey
$221K – – –
WDL
94
Well Done LLC
Michigan
$216K +$203K +4,119 New
VCM
95
Viewpoint Capital Management
Washington
$215K – – –
VNA
96
Valley National Advisers
Pennsylvania
$210K – – –
ASN
97
Advisory Services Network
Georgia
$188K -$90K -1,822 -34%
NS
98
NBC Securities
Alabama
$178K +$148 +3 +0.1%
HNB
99
Huntington National Bank
Ohio
$137K – – –
IBOK
100
Independence Bank of Kentucky
Kentucky
$127K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2023, worth a combined $433M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DWM positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.2M. The largest seller was Old Mission Capital, cutting an estimated $6.1M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $433M of WisdomTree International Equity Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Equity Fund positions in Q4 2023 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $51.2M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2023 was Old Mission Capital, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2023.