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WisdomTree International Equity Fund
DWM

121 hedge funds and large institutions have $403M invested in WisdomTree International Equity Fund in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

3% less capital invested

Capital invested by funds: $413M → $403M (-$10.4M)

1.22% less ownership

Funds ownership: 49.77% → 48.55% (-1.2%)

3% less funds holding

Funds holding: 125 → 121 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.63%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
10
Increased
41
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$5.7M
2
AG
Advisor Group
Arizona
+$1.03M
3
Bank of America
Bank of America
North Carolina
+$852K
4
HH
Hilltop Holdings
Texas
+$837K
5
SEIA
Signature Estate & Investment Advisors
California
+$690K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.7M
2
FWCM
Ferguson Wellman Capital Management
Oregon
-$2.37M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.5M
4
AI
Atria Investments
North Carolina
-$922K
5
FTUS
Flow Traders U.S.
New York
-$846K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
TIM
102
Tortoise Investment Management
New York
$26K – – –
Fidelity Investments
103
Fidelity Investments
Massachusetts
$15K -$2.14K -42 -13%
AC
104
Avestar Capital
New York
$12K – – –
US Bancorp
105
US Bancorp
Minnesota
$11K -$8.75K -172 -45%
ASN
106
Advisory Services Network
Georgia
$11K – – –
PFBT
107
Parkside Financial Bank & Trust
Missouri
$11K – – –
GSWM
108
Golden State Wealth Management
California
$10K -$51 -1 -0.5%
ADL
109
Asset Dedication LLC
California
$10K – – –
GWM
110
Geneos Wealth Management
Colorado
$10K – – –
IBOK
111
Independence Bank of Kentucky
Kentucky
$10K – – –
CAL
112
Capital Analysts LLC
Pennsylvania
$9K +$1.98K +39 +27%
MFT
113
Moisand Fitzgerald Tamayo
Florida
$8K +$1.02K +20 +14%
APA
114
American Portfolios Advisors
New York
$7.65K – – –
RFA
115
Reilly Financial Advisors
California
$6K +$5.64K +111 New
UBS AM
116
UBS AM
Illinois
$5.1K – – –
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BRWM
118
B. Riley Wealth Management
Tennessee
$3.21K +$36.9K +725 +1%
PA
119
Parallel Advisors
California
$3K +$2.75K +54 New
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
AI
121
Atria Investments
North Carolina
– -$922K -18,219 Closed
FTUS
122
Flow Traders U.S.
New York
– -$846K -16,703 Closed
HR
123
Hayden Royal
North Carolina
– -$324K -6,396 Closed
ACM
124
Allred Capital Management
Texas
– -$261K -5,090 Closed
Goldman Sachs
125
Goldman Sachs
New York
– -$247K -4,882 Closed
2 3 4
5
6

DWM Hedge Fund Activity: Q2 2019 in Review

121 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2019, worth a combined $403M — down 2.5% from $413M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 10 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Raymond James & Associates, adding an estimated $5.7M. The largest seller was Morgan Stanley, cutting an estimated $14.7M.

  • 121 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2019, down from 125 in Q1 2019.
  • Funds reported $403M of WisdomTree International Equity Fund stock for Q2 2019, down 2.5% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2019 and 13 closed out, a net change of -3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2019 was Raymond James & Associates, an estimated $5.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2019 was Morgan Stanley, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2019.