We are live on ! Find out more
DWM icon

WisdomTree International Equity Fund
DWM

109 hedge funds and large institutions have $395M invested in WisdomTree International Equity Fund in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

16% more funds holding

Funds holding: 94 → 109 (+15)

16% more capital invested

Capital invested by funds: $341M → $395M (+$53.6M)

3.98% more ownership

Funds ownership: 40.69% → 44.66% (+4%)

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
35
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$12.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.55M
3
Bank of America
Bank of America
North Carolina
+$3.19M
4
PFM
Parsec Financial Management
North Carolina
+$2.92M
5
BFG
Beacon Financial Group
Texas
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.53M
2
RJA
Raymond James & Associates
Florida
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$1.51M
4
UBS Group
UBS Group
Switzerland
-$1.47M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
101
TCI Wealth Advisors
Arizona
$7K +$6.6K +120 New
MSFP
102
Mark Sheptoff Financial Planning
Connecticut
$6K +$55 +1 +1%
UBS AM
103
UBS AM
Illinois
$5.58K – – –
W
104
WealthShield
North Carolina
$3K +$2.48K +45 New
WP
105
WealthShield Partners
North Carolina
$3K +$2.48K +45 New
GFP
106
Gryphon Financial Partners
Ohio
$3K +$2.75K +50 New
PA
107
Parallel Advisors
California
$1K – – –
SIS
108
Sound Income Strategies
Florida
$1K +$1.38K +25 New
ICOA
109
Investment Centers of America
North Dakota
– -$662K -12,139 Closed
EIA
110
Edgemoor Investment Advisors
Maryland
– -$248K -4,558 Closed
FTUS
111
Flow Traders U.S.
New York
– -$232K -4,266 Closed
OMC
112
Old Mission Capital
Illinois
– -$204K -3,743 Closed
SSB
113
Sandy Spring Bank
Maryland
– -$67K -1,223 Closed
NFG
114
Next Financial Group
Texas
– -$6K -109 Closed
MFT
115
Moisand Fitzgerald Tamayo
Florida
– -$2K -34 Closed
1 2 3 4
5

DWM Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2017, worth a combined $395M — up 16% from $341M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DWM positions and 7 closed out — a net gain of 16 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $3.53M.

  • 109 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $395M of WisdomTree International Equity Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 23 funds opened new WisdomTree International Equity Fund positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $12.8M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2017 was Jane Street, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2017.