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WisdomTree International Equity Fund
DWM

Overview Fund Activity

117 hedge funds and large institutions have $307M invested in WisdomTree International Equity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
30
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$2.48M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.2M
3
SWM
Shakespeare Wealth Management
Wisconsin
+$1.92M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.45M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$5.67M
2
Jane Street
Jane Street
New York
-$3.35M
3
BFG
Beacon Financial Group
Texas
-$3.26M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.99M
5
BRWM
B. Riley Wealth Management
Tennessee
-$2.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
101
TRUE Private Wealth Advisors
Oregon
$37K +$100 +2 +0.3%
OIA
102
Optimum Investment Advisors
Illinois
$35K – – –
FCA
103
FinTrust Capital Advisors
South Carolina
$29K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
TIM
105
Tortoise Investment Management
New York
$25K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$24K -$26.7K -530 -53%
NSIM
107
North Star Investment Management
Illinois
$15K – – –
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$11K – – –
PFBT
110
Parkside Financial Bank & Trust
Missouri
$11K – – –
GWM
111
Geneos Wealth Management
Colorado
$11K – – –
VFA
112
Valeo Financial Advisors
Indiana
$8K – – –
CAL
113
Capital Analysts LLC
Pennsylvania
$8K +$52 +1 +0.7%
APA
114
American Portfolios Advisors
New York
$7.6K – – –
NL
115
NVWM LLC
Pennsylvania
$5K – – –
CCC
116
Crescent Capital Consulting
Louisiana
$3K +$3K +58 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$1K -$11.3K -270 -92%
BRWM
118
B. Riley Wealth Management
Tennessee
– -$2.47M -54,384 Closed
BEAM
119
Baker Ellis Asset Management
Washington
– -$1.13M -24,748 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
– -$711K -15,676 Closed
GP
121
Girard Partners
Pennsylvania
– -$383K -8,437 Closed
AAS
122
Avantax Advisory Services
Texas
– -$362K -7,955 Closed
RIG
123
Roosevelt Investment Group
New York
– -$233K -5,132 Closed
TAM
124
Townsend Asset Management
North Carolina
– -$134K -2,956 Closed
PWM
125
Provident Wealth Management
Tennessee
– -$25K -549 Closed
2 3 4
5
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