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WisdomTree International Equity Fund

139 hedge funds and large institutions have $416M invested in WisdomTree International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

16% more funds holding

Funds holding: 120139 (+19)

11% more capital invested

Capital invested by funds: $374M → $416M (+$42M)

2.55% more ownership

Funds ownership: 47%49.54% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
139
Holders Change
+19
Holders Change %
+15.83%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
33
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Advisors Ltd
Ohio
$94K
LIA
102
LS Investment Advisors
Michigan
$86K
Citigroup
103
Citigroup
New York
$72K -$11.6K -224 -14%
AA
104
Ancora Advisors
Ohio
$70K +$67.7K +1,312 New
ACM
105
Allred Capital Management
Texas
$69K +$66.6K +1,290 New
LWA
106
Lenox Wealth Advisors
New York
$61K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$61K +$18.8K +364 +47%
AA
108
Argent Advisors
Louisiana
$60K +$58.1K +1,125 New
S
109
SignatureFD
Georgia
$57K
NFG
110
Next Financial Group
Texas
$56K
EP
111
Eudaimonia Partners
Tennessee
$55K +$53.4K +1,035 New
RMAM
112
Raab & Moskowitz Asset Management
New Jersey
$52K +$50.7K +983 New
VFA
113
Valeo Financial Advisors
Indiana
$51K
AIS
114
Accurate Investment Solutions
Pennsylvania
$42K
FCA
115
FinTrust Capital Advisors
South Carolina
$42K
PWM
116
Provident Wealth Management
Tennessee
$39K +$37.7K +730 New
TPWA
117
TRUE Private Wealth Advisors
Oregon
$39K +$37.8K +732 New
WEC
118
Winslow Evans & Crocker
Massachusetts
$38K
OIA
119
Optimum Investment Advisors
Illinois
$37K
CAC
120
Certified Advisory Corp
Florida
$33K +$258 +5 +0.8%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$27K
TIM
122
Tortoise Investment Management
New York
$27K
JP Morgan Chase
123
JP Morgan Chase
New York
$23K -$148K -2,858 -87%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$19K +$9.39K +182 +102%
CAL
125
Capital Analysts LLC
Pennsylvania
$17K +$6.19K +120 +58%

DWM Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2019, worth a combined $416M — up 11% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DWM positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Parsec Financial Management, cutting an estimated $9.68M.

  • 139 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $416M of WisdomTree International Equity Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Equity Fund positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $5.94M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2019 was Parsec Financial Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2019.