WisdomTree International Equity Fund
DWM
128 hedge funds and large institutions have $433M invested in WisdomTree International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
22% more capital invested
Capital invested by funds: $356M → $433M (+$77.2M)
9.69% more ownership
Funds ownership: 64.34% → 74.02% (+9.7%)
5% more funds holding
Funds holding: 122 → 128 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
34% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 50
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$51.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.13M |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$1.77M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.21M |
| 5 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$961K |
Top Sellers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$6.1M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.89M |
| 3 |
FWP
Falcon Wealth Planning
Ontario,
California
|
-$2.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$779K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$778K |
DWM Hedge Fund Activity: Q4 2023 in Review
128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2023, worth a combined $433M — up 22% from $356M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DWM positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $51.2M. The largest seller was Old Mission Capital, cutting an estimated $6.1M.
- 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2023, up from 122 in Q3 2023.
- Funds reported $433M of WisdomTree International Equity Fund stock for Q4 2023, up 22% quarter-over-quarter.
- 13 funds opened new WisdomTree International Equity Fund positions in Q4 2023 and 6 closed out, a net change of +7 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $51.2M added.
- The largest WisdomTree International Equity Fund seller in Q4 2023 was Old Mission Capital, an estimated $6.1M sold.
Based on aggregated 13F filings for Q4 2023.