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WisdomTree International Equity Fund

132 hedge funds and large institutions have $329M invested in WisdomTree International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 127132 (+5)

3.05% more ownership

Funds ownership: 55.96%59.01% (+3.1%)

7% less capital invested

Capital invested by funds: $353M → $329M (-$23.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$78K +$2.09K +42 +3%
HNB
102
Huntington National Bank
Ohio
$74K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$50.4K +1,014 +437%
FFA
104
Founders Financial Alliance
North Carolina
$53K +$58.4K +1,175 New
S
105
SignatureFD
Georgia
$49K
BIA
106
Bell Investment Advisors
California
$49K +$53.7K +1,081 New
AA
107
Ancora Advisors
Ohio
$48K
SWM
108
Spire Wealth Management
Virginia
$44K
GWM
109
Geneos Wealth Management
Colorado
$43K +$37.3K +750 +349%
GRP
110
Global Retirement Partners
California
$29K +$4.97K +100 +19%
PFS
111
Prospera Financial Services
Texas
$26K -$23K -462 -45%
AF
112
Allworth Financial
California
$25K +$646 +13 +2%
AWM
113
Aspire Wealth Management
Massachusetts
$24K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$23K
CFGS
115
Concourse Financial Group Securities
Alabama
$23K
TIM
116
Tortoise Investment Management
New York
$23K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$22K +$24.1K +484 New
BCMLT
118
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K
PFBT
119
Parkside Financial Bank & Trust
Missouri
$10K
APA
120
American Portfolios Advisors
New York
$9.86K -$22.5K -453 -68%
ACK
121
Andrew C. Karlinski
$8K -$1.64K -33 -15%
TFGT
122
TS Financial Group (TSFG)
Illinois
$8K
GA
123
GoalVest Advisory
New York
$8K +$9.44K +190 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$7K -$16.9K -341 -69%
CAL
125
Capital Analysts LLC
Pennsylvania
$7K +$199 +4 +3%

DWM Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2022, worth a combined $329M — down 6.7% from $353M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 9 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.5M. The largest seller was Old Mission Capital, cutting an estimated $10.5M.

  • 132 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $329M of WisdomTree International Equity Fund stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2022 and 9 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2022 was LPL Financial, an estimated $12.5M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2022 was Old Mission Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.