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WisdomTree International Equity Fund
DWM

125 hedge funds and large institutions have $413M invested in WisdomTree International Equity Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 122 → 125 (+3)

1% more capital invested

Capital invested by funds: $408M → $413M (+$5.39M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

1.85% less ownership

Funds ownership: 51.63% → 49.77% (-1.9%)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
11
Increased
39
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.52M
3
Jane Street
Jane Street
New York
+$3.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.51M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.97M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$38.9M
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$3.1M
3
Morgan Stanley
Morgan Stanley
New York
-$2.97M
4
Goldman Sachs
Goldman Sachs
New York
-$2.71M
5
CC
Claybrook Capital
Massachusetts
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$19K +$19K +383 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$17K +$16.4K +330 +33,000%
NSIM
104
North Star Investment Management
Illinois
$15K – – –
AC
105
Avestar Capital
New York
$12K – – –
IA
106
IFP Advisors
Florida
$11K -$562K -11,316 -98%
ASN
107
Advisory Services Network
Georgia
$11K – – –
PFBT
108
Parkside Financial Bank & Trust
Missouri
$11K – – –
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
GSWM
110
Golden State Wealth Management
California
$11K +$10.6K +214 New
ADL
111
Asset Dedication LLC
California
$10K – – –
GWM
112
Geneos Wealth Management
Colorado
$10K – – –
IBOK
113
Independence Bank of Kentucky
Kentucky
$10K – – –
CIA
114
Cascade Investment Advisors
Oregon
$9.11K – – –
APA
115
American Portfolios Advisors
New York
$7.59K -$17.2K -346 -70%
MFT
116
Moisand Fitzgerald Tamayo
Florida
$7K +$298 +6 +4%
CAL
117
Capital Analysts LLC
Pennsylvania
$7K +$7.11K +143 New
UBS AM
118
UBS AM
Illinois
$5.06K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BFG
120
Beacon Financial Group
Texas
$3.65K +$240K +4,825 +7%
CF
121
Centaurus Financial
California
$2.71K – – –
FHA
122
Flagship Harbor Advisors
Massachusetts
$2K -$2.73K -55 -50%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
LWA
124
Lowe Wealth Advisors
Maryland
$1K +$1.24K +25 New
CC
125
Claybrook Capital
Massachusetts
– -$1.56M -33,419 Closed
2 3 4
5
6

DWM Hedge Fund Activity: Q1 2019 in Review

125 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2019, worth a combined $413M — up 1.3% from $408M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 8 closed out — a net gain of 3 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6M. The largest seller was UBS Group, cutting an estimated $38.9M.

  • 125 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2019, up from 122 in Q4 2018.
  • Funds reported $413M of WisdomTree International Equity Fund stock for Q1 2019, up 1.3% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q1 2019 and 8 closed out, a net change of +3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2019 was Envestnet Asset Management, an estimated $6M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2019 was UBS Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q1 2019.