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WisdomTree International Equity Fund

126 hedge funds and large institutions have $350M invested in WisdomTree International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 128126 (-2)

12.77% less ownership

Funds ownership: 74.02%61.25% (-13%)

19% less capital invested

Capital invested by funds: $433M → $350M (-$83M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$44.1K +$11.8K +224 +39%
T
102
Tidemark
California
$42.9K
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$37.6K
CCMI
104
Creative Capital Management Investments
California
$29.5K
FGAM
105
Financial Gravity Asset Management
Texas
$27.9K +$13.7K +260 +100%
ME
106
McIlrath & Eck
Washington
$26.6K +$25.6K +485 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$26.3K +$13.5K +256 +114%
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K
FFL
109
Financial Freedom LLC
Ohio
$20.7K
GWSG
110
GPS Wealth Strategies Group
Colorado
$20K +$19.3K +365 New
EWA
111
EverSource Wealth Advisors
Alabama
$17.4K
RIL
112
Rothschild Investment LLC
Illinois
$12.9K
CFD
113
Creative Financial Designs
Indiana
$11.1K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$9K +$7.72K +146 +811%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$8.31K +$5.97K +113 New
IA
116
IFP Advisors
Florida
$8.11K
BWL
117
Bogart Wealth LLC
Virginia
$7.28K
William Blair & Company
118
William Blair & Company
Illinois
$6.58K -$476 -9 -7%
HI
119
Harbour Investments
Wisconsin
$6.3K
PS
120
Principal Securities
Iowa
$6.3K
GRP
121
Global Retirement Partners
California
$3.62K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$3.62K
FFWA
123
FRG Family Wealth Advisors
Washington
$2.14K +$2.12K +40 New
CWC
124
Carolinas Wealth Consulting
North Carolina
$1.48K
GPFA
125
Game Plan Financial Advisors
Ohio
$1.37K

DWM Hedge Fund Activity: Q1 2024 in Review

126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2024, worth a combined $350M — down 19% from $433M a quarter earlier.

Fund positioning in DWM was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 38 added to existing stakes and 36 trimmed.

The largest buyer was Brightwater Advisory, opening a new position worth an estimated $3.3M. The largest seller was Morgan Stanley, cutting an estimated $57.4M.

  • 126 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2024, down from 128 in Q4 2023.
  • Funds reported $350M of WisdomTree International Equity Fund stock for Q1 2024, down 19% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q1 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2024 was Brightwater Advisory, an estimated $3.3M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2024.