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WisdomTree International Equity Fund
DWM

130 hedge funds and large institutions have $371M invested in WisdomTree International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $360M → $371M (+$11.7M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.74% more ownership

Funds ownership: 63.21% → 63.95% (+0.74%)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
+$14.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$2.54M
4
FTUS
Flow Traders U.S.
New York
+$2.05M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.89M
2
Jane Street
Jane Street
New York
-$4.18M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$3.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.09M
5
IFG
Independent Financial Group
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
101
Cadence Bank
Mississippi
$202K -$25.3K -500 -11%
VNA
102
Valley National Advisers
Pennsylvania
$201K – – –
IBOK
103
Independence Bank of Kentucky
Kentucky
$121K – – –
William Blair & Company
104
William Blair & Company
Illinois
$107K +$1.21K +24 +1%
HNB
105
Huntington National Bank
Ohio
$85.5K – – –
IGWM
106
ICA Group Wealth Management
Colorado
$67.7K – – –
GFP
107
Gryphon Financial Partners
Ohio
$62.8K +$63.5K +1,256 New
S
108
SignatureFD
Georgia
$53.6K – – –
AA
109
Ancora Advisors
Ohio
$53.3K – – –
GRP
110
Global Retirement Partners
California
$48.8K +$859 +17 +2%
SWM
111
Spire Wealth Management
Virginia
$48.8K – – –
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$41.3K +$41.3K +818 +1,239%
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$39.5K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$29K -$329K -6,507 -92%
AF
115
Allworth Financial
California
$28.7K +$606 +12 +2%
CCMI
116
Creative Capital Management Investments
California
$27K +$27.2K +539 New
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
BCMLT
118
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K – – –
FFL
119
Financial Freedom LLC
Ohio
$18.9K – – –
EWA
120
EverSource Wealth Advisors
Alabama
$16.3K – – –
CFD
121
Creative Financial Designs
Indiana
$16K -$57.2K -1,131 -78%
IA
122
IFP Advisors
Florida
$13.7K -$103K -2,035 -88%
CIA
123
Cape Investment Advisory
Georgia
$13K – – –
AWM
124
Avior Wealth Management
Nebraska
$9.71K -$185K -3,660 -95%
TFGT
125
TS Financial Group (TSFG)
Illinois
$9K – – –
2 3 4
5
6

DWM Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2023, worth a combined $371M — up 3.2% from $360M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DWM positions and 8 closed out — a net gain of 2 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Legacy Financial Advisors, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $8.89M.

  • 130 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $371M of WisdomTree International Equity Fund stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $14.1M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2023 was Morgan Stanley, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2023.