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WisdomTree International Equity Fund

111 hedge funds and large institutions have $392M invested in WisdomTree International Equity Fund in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 24

0.04% less ownership

Funds ownership: 44.72%44.68% (-0.04%)

5% less capital invested

Capital invested by funds: $411M → $392M (-$18.9M)

6% less funds holding

Funds holding: 118111 (-7)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
111
Holders Change
-7
Holders Change %
-5.93%
% of All Funds
2.54%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
9
Increased
45
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$8K
SPIA
102
Steward Partners Investment Advisory
New York
$6K -$108K -1,946 -94%
MSFP
103
Mark Sheptoff Financial Planning
Connecticut
$6K +$111 +2 +2%
UBS AM
104
UBS AM
Illinois
$5.28K
GFP
105
Gryphon Financial Partners
Ohio
$5K
MFT
106
Moisand Fitzgerald Tamayo
Florida
$5K +$1.22K +22 +28%
FHA
107
Flagship Harbor Advisors
Massachusetts
$5K +$6.08K +110 New
WP
108
WealthShield Partners
North Carolina
$2K
PMG
109
ProVise Management Group
Florida
$1.95K -$92.4K -1,670 -4%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.05K +19 New
HH
111
Hilltop Holdings
Texas
-$5.26M -95,914 Closed
Citadel Advisors
112
Citadel Advisors
Florida
-$1.24M -22,555 Closed
SG Americas Securities
113
SG Americas Securities
New York
-$906K -16,518 Closed
OMC
114
Old Mission Capital
Illinois
-$668K -12,178 Closed
Renaissance Technologies
115
Renaissance Technologies
New York
-$318K -5,798 Closed
TSS
116
Two Sigma Securities
New York
-$255K -4,646 Closed
CAN
117
Cetera Advisor Networks
California
-$223K -4,090 Closed
PWM
118
Perigon Wealth Management
California
-$92K -1,668 Closed
SWP
119
Stratos Wealth Partners
Ohio
-$61K -1,117 Closed
SFM
120
Signet Financial Management
New Jersey
-$60K -1,100 Closed
CCA
121
Clearwater Capital Advisors
Illinois
-$23K -420 Closed
IWM
122
IHT Wealth Management
Illinois
-$20K -375 Closed
Manulife (Manufacturers Life Insurance)
123
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$12K -225 Closed
BFC
124
Bedel Financial Consulting
Indiana
-$12K -210 Closed
PA
125
Parallel Advisors
California
-$1K -27 Closed

DWM Hedge Fund Activity: Q2 2018 in Review

111 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2018, worth a combined $392M — down 4.6% from $411M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DWM and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 45 added.

The largest buyer was Parsec Financial Management, adding an estimated $2.98M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $5.26M sold.

  • 111 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2018, down from 118 in Q1 2018.
  • Funds reported $392M of WisdomTree International Equity Fund stock for Q2 2018, down 4.6% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q2 2018 and 16 closed out, a net change of -7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2018 was Parsec Financial Management, an estimated $2.98M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2018 was Hilltop Holdings, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2018.