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WisdomTree International Equity Fund

112 hedge funds and large institutions have $283M invested in WisdomTree International Equity Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $290M → $283M (-$7.22M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

3.31% less ownership

Funds ownership: 52.54%49.23% (-3.3%)

10% less funds holding

Funds holding: 124112 (-12)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
39
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$18K +$4.75K +112 +39%
NSIM
102
North Star Investment Management
Illinois
$13K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$2.25K -53 -19%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$10K
GWM
105
Geneos Wealth Management
Colorado
$9K
CAL
106
Capital Analysts LLC
Pennsylvania
$7K +$127 +3 +2%
APA
107
American Portfolios Advisors
New York
$6.64K
RFA
108
Reilly Financial Advisors
California
$5K
JP Morgan Chase
109
JP Morgan Chase
New York
$5K +$4.03K +95 +432%
NL
110
NVWM LLC
Pennsylvania
$4K
CAC
111
Certified Advisory Corp
Florida
$3K +$890 +21 +41%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$1K +$975 +23 +2,300%
Citadel Advisors
113
Citadel Advisors
Florida
-$3.15M -79,689 Closed
HC
114
HNP Capital
New York
-$1.14M -28,796 Closed
MIA
115
MainStreet Investment Advisors
Illinois
-$937K -23,734 Closed
BHB
116
Bank Hapoalim BM
Israel
-$628K -15,892 Closed
TCPWM
117
Traverso Chambers Private Wealth Management
California
-$624K -15,796 Closed
TSS
118
Two Sigma Securities
New York
-$411K -10,404 Closed
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
-$294K -7,747 Closed
Ameriprise
120
Ameriprise
Minnesota
-$255K -6,461 Closed
Bank of New York Mellon
121
Bank of New York Mellon
New York
-$202K -5,098 Closed
HHGA
122
Halbert Hargrove Global Advisors
California
-$201K -5,096 Closed
KFI
123
Key Financial Inc
Pennsylvania
-$116K -2,936 Closed
CAL
124
Capital Advisors Ltd
Ohio
-$69K -1,758 Closed
NFG
125
Next Financial Group
Texas
-$41K -1,043 Closed

DWM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2020, worth a combined $283M — down 2.5% from $290M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DWM and 8 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 39 added.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $31.1M.

  • 112 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2020, down from 124 in Q1 2020.
  • Funds reported $283M of WisdomTree International Equity Fund stock for Q2 2020, down 2.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2020 and 20 closed out, a net change of -12 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2020 was Signature Estate & Investment Advisors, an estimated $4.28M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2020 was UBS Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2020.