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WisdomTree International Equity Fund
DWM

Overview Fund Activity

125 hedge funds and large institutions have $350M invested in WisdomTree International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Brightwater Advisory
Florida
$3.42M
2
Jane Street
Jane Street
New York
$4.41M
3
LFA
Legacy Financial Advisors
Kentucky
$21.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$21.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.5M
2
OWA
Octavia Wealth Advisors
Ohio
$1.48M
3
MHS
M Holdings Securities
Oregon
$0
4
UBS Group
UBS Group
Switzerland
$0
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
76
Howard Wealth Management
Connecticut
$308K – – –
RIM
77
Rockbridge Investment Management
New York
$300K -$5.7K -104 -2%
RW
78
Regimen Wealth
Georgia
$294K +$9.81K +179 +3%
SEIA
79
Signature Estate & Investment Advisors
California
$290K -$18.6K -339 -6%
MFS
80
McNamara Financial Services
Massachusetts
$275K -$274 -5 -0.1%
USWIA
81
UP Strategic Wealth Investment Advisors
Pennsylvania
$274K – – –
BG
82
Benedetti & Gucer
Georgia
$260K -$16K -292 -6%
GFS
83
GYL Financial Synergies
Connecticut
$250K – – –
SPA
84
Sentinel Pension Advisors
Massachusetts
$237K -$4.27K -78 -2%
GIM
85
Greylin Investment Management
Virginia
$237K – – –
JEST
86
JTC Employer Solutions Trustee
Jersey
$232K – – –
NPI
87
New Perspectives Inc
Mississippi
$229K +$229K +4,175 New
WDL
88
Well Done LLC
Michigan
$225K -$384 -7 -0.2%
VCM
89
Viewpoint Capital Management
Washington
$225K – – –
VNA
90
Valley National Advisers
Pennsylvania
$219K – – –
CANC
91
Culbertson A N & Co
Virginia
$202K +$202K +3,695 New
NS
92
NBC Securities
Alabama
$189K +$2.85K +52 +2%
HNB
93
Huntington National Bank
Ohio
$143K -$137K – –
IBOK
94
Independence Bank of Kentucky
Kentucky
$132K – – –
ACA
95
Aptus Capital Advisors
Alabama
$90.4K – – –
IGWM
96
ICA Group Wealth Management
Colorado
$85.8K +$11.6K +211 +16%
S
97
SignatureFD
Georgia
$58.7K – – –
AA
98
Ancora Advisors
Ohio
$58.4K – – –
SWM
99
Spire Wealth Management
Virginia
$53.4K – – –
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$44.1K +$12.3K +224 +39%
2 3
4
5 6