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WisdomTree International Equity Fund

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.25% more ownership

Funds ownership: 59.52%61.78% (+2.3%)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $326M → $313M (-$13.2M)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
33
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$242K +$252K +4,586 New
RW
77
Regimen Wealth
Georgia
$237K +$15.1K +275 +7%
NWA
78
New World Advisors
Massachusetts
$234K -$933 -17 -0.4%
PJWM
79
Philip James Wealth Mangement
Georgia
$228K
Jones Financial Companies
80
Jones Financial Companies
Missouri
$224K +$118K +2,143 +102%
JEST
81
JTC Employer Solutions Trustee
Jersey
$223K
NPI
82
New Perspectives Inc
Mississippi
$220K
VCM
83
Viewpoint Capital Management
Washington
$216K
SA
84
Sanctuary Advisors
Indiana
$214K +$212K +3,859 New
VNA
85
Valley National Advisers
Pennsylvania
$211K
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$161K +$18.7K +340 +12%
HNB
87
Huntington National Bank
Ohio
$137K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$133K +$384 +7 +0.3%
IBOK
89
Independence Bank of Kentucky
Kentucky
$127K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$126K +$127K +2,305 +2,561%
ACA
91
Aptus Capital Advisors
Alabama
$87K
MCM
92
MAI Capital Management
Ohio
$82.8K +$86.2K +1,571 New
WA
93
WPG Advisers
Maryland
$58.6K +$61K +1,112 New
S
94
SignatureFD
Georgia
$56.5K
AA
95
Ancora Advisors
Ohio
$52.7K
SWM
96
Spire Wealth Management
Virginia
$51.4K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$48.7K +$13.1K +238 +35%
T
98
Tidemark
California
$41.3K
CCMI
99
Creative Capital Management Investments
California
$28.4K
PTC
100
Private Trust Company
Ohio
$22.6K +$23.6K +429 New

DWM Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2024, worth a combined $313M — down 4% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 12 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $7.27M. The largest seller was Advisor OS, exiting entirely with an estimated $2.13M sold.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q4 2024, down 4% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $7.27M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2024 was Advisor OS, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.