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WisdomTree International Equity Fund

128 hedge funds and large institutions have $318M invested in WisdomTree International Equity Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 113128 (+15)

6% more capital invested

Capital invested by funds: $301M → $318M (+$17M)

1.58% more ownership

Funds ownership: 49.7%51.28% (+1.6%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
46
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Ancora Advisors
Ohio
$58K
S
102
SignatureFD
Georgia
$58K
BIA
103
Bell Investment Advisors
California
$58K +$429 +8 +0.8%
SWM
104
Spire Wealth Management
Virginia
$53K -$52.2K -975 -50%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$40.1K +748 +322%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$34K +$7.5K +140 +29%
CFGS
107
Concourse Financial Group Securities
Alabama
$28K +$2.14K +40 +8%
TIM
108
Tortoise Investment Management
New York
$27K
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$27K +$26.8K +500 New
CA
110
CoreCap Advisors
Michigan
$27K +$26.8K +500 New
LWA
111
Lenox Wealth Advisors
New York
$24K
MBFW
112
Morton Brown Family Wealth
Pennsylvania
$15K +$15K +280 New
ACK
113
Andrew C. Karlinski
$13K +$13.2K +246 New
PFBT
114
Parkside Financial Bank & Trust
Missouri
$12K
GWM
115
Geneos Wealth Management
Colorado
$11K
TFGT
116
TS Financial Group (TSFG)
Illinois
$10K
APA
117
American Portfolios Advisors
New York
$9.57K
PP
118
Pacifica Partners
Canada
$9K -$29.2K -545 -77%
CAL
119
Capital Analysts LLC
Pennsylvania
$9K +$107 +2 +1%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$7K -$18.9K -353 -74%
BWL
121
Bogart Wealth LLC
Virginia
$7K
CCM
122
Cribstone Capital Management
Maine
$7K
HI
123
Harbour Investments
Wisconsin
$6K -$32.8K -613 -84%
COCM
124
Charter Oak Capital Management
New Hampshire
$6K
NL
125
NVWM LLC
Pennsylvania
$5K

DWM Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2021, worth a combined $318M — up 5.6% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DWM positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.9M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $318M of WisdomTree International Equity Fund stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 22 funds opened new WisdomTree International Equity Fund positions in Q4 2021 and 7 closed out, a net change of +15 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2021 was Jane Street, an estimated $10.7M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.