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WisdomTree International Equity Fund
DWM

123 hedge funds and large institutions have $347M invested in WisdomTree International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 61.25% → 62.99% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $350M → $347M (-$3.45M)

2% less funds holding

Funds holding: 126 → 123 (-3)

40% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 48

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
29
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.7M
2
FTUS
Flow Traders U.S.
New York
+$2.78M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.25M
4
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$2.18M
5
KAS
Kestra Advisory Services
Texas
+$1.41M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
2
SWM
Shakespeare Wealth Management
Wisconsin
-$4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.48M
4
OMC
Old Mission Capital
Illinois
-$2.45M
5
RJA
Raymond James & Associates
Florida
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
76
Howard Wealth Management
Connecticut
$302K – – –
RIM
77
Rockbridge Investment Management
New York
$293K -$1.2K -22 -0.4%
MFS
78
McNamara Financial Services
Massachusetts
$279K +$9.63K +176 +4%
SEIA
79
Signature Estate & Investment Advisors
California
$265K -$20K -366 -7%
GVAG
80
Great Valley Advisor Group
Delaware
$258K +$263K +4,812 New
GFS
81
GYL Financial Synergies
Connecticut
$245K – – –
GIM
82
Greylin Investment Management
Virginia
$232K – – –
JEST
83
JTC Employer Solutions Trustee
Jersey
$227K – – –
RW
84
Regimen Wealth
Georgia
$226K -$63K -1,151 -21%
NPI
85
New Perspectives Inc
Mississippi
$224K – – –
NWA
86
New World Advisors
Massachusetts
$224K +$228K +4,171 New
IFG
87
Independent Financial Group
California
$223K -$10.9K -200 -5%
CCM
88
Cullen Capital Management
New York
$223K +$228K +4,156 New
SPA
89
Sentinel Pension Advisors
Massachusetts
$223K -$9.42K -172 -4%
VCM
90
Viewpoint Capital Management
Washington
$220K – – –
VNA
91
Valley National Advisers
Pennsylvania
$215K – – –
NS
92
NBC Securities
Alabama
$174K -$11K -201 -6%
HNB
93
Huntington National Bank
Ohio
$140K – – –
IBOK
94
Independence Bank of Kentucky
Kentucky
$130K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$114K +$90.3K +1,649 +344%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$114K +$72.3K +1,320 +164%
ACA
97
Aptus Capital Advisors
Alabama
$88.6K – – –
S
98
SignatureFD
Georgia
$57.6K – – –
AA
99
Ancora Advisors
Ohio
$57.2K – – –
SWM
100
Spire Wealth Management
Virginia
$52.4K – – –
2 3
4
5 6

DWM Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2024, worth a combined $347M — down 0.99% from $350M a quarter earlier.

Fund positioning in DWM was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.5M.

  • 123 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2024, down from 126 in Q1 2024.
  • Funds reported $347M of WisdomTree International Equity Fund stock for Q2 2024, down 0.99% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2024 was UBS Group, an estimated $13.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2024 was Citadel Advisors, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2024.