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WisdomTree International Equity Fund
DWM

Overview Fund Activity

125 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, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.81%
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
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Brightwater Advisory
Florida
$3.42M
2
Jane Street
Jane Street
New York
$4.41M
3
LFA
Legacy Financial Advisors
Kentucky
$21.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$21.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.5M
2
OWA
Octavia Wealth Advisors
Ohio
$1.48M
3
MHS
M Holdings Securities
Oregon
$0
4
UBS Group
UBS Group
Switzerland
$0
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
101
Tidemark
California
$42.9K – – –
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$37.6K – – –
CCMI
103
Creative Capital Management Investments
California
$29.5K – – –
FGAM
104
Financial Gravity Asset Management
Texas
$27.9K +$14K +260 +100%
ME
105
McIlrath & Eck
Washington
$26.6K +$26.6K +485 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$26.3K +$14K +256 +114%
BCMLT
107
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
FFL
108
Financial Freedom LLC
Ohio
$20.7K – – –
GWSG
109
GPS Wealth Strategies Group
Colorado
$20K +$20K +365 New
EWA
110
EverSource Wealth Advisors
Alabama
$17.4K – – –
RIL
111
Rothschild Investment LLC
Illinois
$12.9K – – –
CFD
112
Creative Financial Designs
Indiana
$11.1K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$9K +$8.02K +146 +811%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$8.31K +$8.31K +113 New
IA
115
IFP Advisors
Florida
$8.11K – – –
BWL
116
Bogart Wealth LLC
Virginia
$7.28K – – –
William Blair & Company
117
William Blair & Company
Illinois
$6.58K -$493 -9 -7%
PS
118
Principal Securities
Iowa
$6.3K – – –
HI
119
Harbour Investments
Wisconsin
$6.3K – – –
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$3.62K – – –
GRP
121
Global Retirement Partners
California
$3.62K – – –
FFWA
122
FRG Family Wealth Advisors
Washington
$2.14K +$2.14K +40 New
CWC
123
Carolinas Wealth Consulting
North Carolina
$1.48K – – –
GPFA
124
Game Plan Financial Advisors
Ohio
$1.37K – – –
OWA
125
Opal Wealth Advisors
New York
$932 +$932 +17 New
2 3 4
5
6