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WisdomTree International Equity Fund

120 hedge funds and large institutions have $374M invested in WisdomTree International Equity Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 121120 (-1)

1.56% less ownership

Funds ownership: 48.55%47% (-1.6%)

7% less capital invested

Capital invested by funds: $403M → $374M (-$29.1M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% 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
11
Increased
34
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$25K
NSIM
102
North Star Investment Management
Illinois
$15K +$14.9K +300 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$14K +$50 +1 +0.3%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$12K +$12.4K +250 New
ASN
105
Advisory Services Network
Georgia
$11K
PFBT
106
Parkside Financial Bank & Trust
Missouri
$11K
GSWM
107
Golden State Wealth Management
California
$11K +$50 +1 +0.5%
ADL
108
Asset Dedication LLC
California
$10K
GWM
109
Geneos Wealth Management
Colorado
$10K
CAL
110
Capital Analysts LLC
Pennsylvania
$10K +$1.24K +25 +14%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$9K +$1.24K +25 +15%
AIC
112
Ameritas Investment Company
Nebraska
$9K +$8.72K +176 New
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$9K +$8.82K +178 New
APA
114
American Portfolios Advisors
New York
$7.46K
RFA
115
Reilly Financial Advisors
California
$6K
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$5K
UBS AM
117
UBS AM
Illinois
$4.97K
US Bancorp
118
US Bancorp
Minnesota
$4K -$6.34K -128 -61%
CFGS
119
Concourse Financial Group Securities
Alabama
$2K -$122K -2,464 -98%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1K
SCA
121
Stillwater Capital Advisors
Pennsylvania
-$783K -15,350 Closed
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
-$217K -4,257 Closed
AAS
123
Avantax Advisory Services
Texas
-$203K -3,988 Closed
CF
124
Centaurus Financial
California
-$129K -2,525 Closed
OIA
125
OneDigital Investment Advisors
Kansas
-$75K -1,471 Closed

DWM Hedge Fund Activity: Q3 2019 in Review

120 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2019, worth a combined $374M — down 7.2% from $403M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DWM positions and 10 closed out — a net gain of 1 holder — while 34 added to existing stakes and 41 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.41M. The largest seller was Morgan Stanley, cutting an estimated $5.83M.

  • 120 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2019, down from 121 in Q2 2019.
  • Funds reported $374M of WisdomTree International Equity Fund stock for Q3 2019, down 7.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree International Equity Fund positions in Q3 2019 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q3 2019 was Flow Traders U.S., an estimated $1.41M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2019 was Morgan Stanley, an estimated $5.83M sold.

Based on aggregated 13F filings for Q3 2019.