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WisdomTree International Equity Fund
DWM

124 hedge funds and large institutions have $351M invested in WisdomTree International Equity Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $320M → $351M (+$30.9M)

2.84% more ownership

Funds ownership: 61.96% → 64.8% (+2.8%)

2% more funds holding

Funds holding: 121 → 124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
41
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.95M
2
Morgan Stanley
Morgan Stanley
New York
+$8.02M
3
FTUS
Flow Traders U.S.
New York
+$4.4M
4
DWMG
DB Wealth Management Group
California
+$4M
5
OWA
Octavia Wealth Advisors
Ohio
+$2.05M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$43.9M
2
UBS Group
UBS Group
Switzerland
-$3.57M
3
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.31M
5
PAG
Private Advisor Group
New Jersey
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
101
Money Concepts Capital
Florida
$110K +$7.95K +178 +8%
William Blair & Company
102
William Blair & Company
Illinois
$99.1K -$22K -492 -19%
SSC
103
Syverson Strege & Co
Iowa
$88K -$3.26K -73 -4%
HNB
104
Huntington National Bank
Ohio
$74.1K – – –
CFD
105
Creative Financial Designs
Indiana
$70.1K -$6.84K -153 -9%
IGWM
106
ICA Group Wealth Management
Colorado
$63.7K +$60.5K +1,354 New
S
107
SignatureFD
Georgia
$50.4K – – –
AA
108
Ancora Advisors
Ohio
$50K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$47.7K +$45.3K +1,014 New
GRP
110
Global Retirement Partners
California
$42.8K +$14.1K +315 +53%
AF
111
Allworth Financial
California
$26.2K +$134 +3 +0.5%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
BCMLT
113
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K – – –
FFL
114
Financial Freedom LLC
Ohio
$17.8K +$16.9K +378 New
EWA
115
EverSource Wealth Advisors
Alabama
$15.3K +$14.5K +325 New
NA
116
NewEdge Advisors
Louisiana
$13.8K +$13.1K +294 New
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$13.6K -$4.33K -97 -25%
TFGT
118
TS Financial Group (TSFG)
Illinois
$8K – – –
CCM
119
Cribstone Capital Management
Maine
$6.3K – – –
BWL
120
Bogart Wealth LLC
Virginia
$6.25K – – –
HI
121
Harbour Investments
Wisconsin
$5.41K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$5.17K -$625 -14 -11%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$3.1K +$2.95K +66 New
PTC
124
Private Trust Company
Ohio
$3K – – –
PAG
125
Private Advisor Group
New Jersey
$927 -$1.23M -27,509 -58%
2 3 4
5
6

DWM Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2022, worth a combined $351M — up 9.7% from $320M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DWM positions and 12 closed out — a net gain of 6 holders — while 41 added to existing stakes and 45 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.95M. The largest seller was HBK Sorce Advisory, cutting an estimated $43.9M.

  • 124 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $351M of WisdomTree International Equity Fund stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 18 funds opened new WisdomTree International Equity Fund positions in Q4 2022 and 12 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2022 was LPL Financial, an estimated $9.95M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2022 was HBK Sorce Advisory, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2022.