We are live on ! Find out more
DWM icon

WisdomTree International Equity Fund
DWM

123 hedge funds and large institutions have $347M invested in WisdomTree International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 61.25% → 62.99% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $350M → $347M (-$3.45M)

2% less funds holding

Funds holding: 126 → 123 (-3)

40% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 48

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
29
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$13.7M
2
FTUS
Flow Traders U.S.
New York
+$2.78M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.25M
4
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$2.18M
5
KAS
Kestra Advisory Services
Texas
+$1.41M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
2
SWM
Shakespeare Wealth Management
Wisconsin
-$4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.48M
4
OMC
Old Mission Capital
Illinois
-$2.45M
5
RJA
Raymond James & Associates
Florida
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
101
Tidemark
California
$42.1K – – –
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$36.9K – – –
CCMI
103
Creative Capital Management Investments
California
$29K – – –
ME
104
McIlrath & Eck
Washington
$26.5K +$493 +9 +2%
BCMLT
105
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.6K – – –
FFL
106
Financial Freedom LLC
Ohio
$20.3K – – –
GWSG
107
GPS Wealth Strategies Group
Colorado
$20K +$383 +7 +2%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$18.8K +$19.2K +350 New
EWA
109
EverSource Wealth Advisors
Alabama
$18.1K – – –
RIL
110
Rothschild Investment LLC
Illinois
$12.6K – – –
IGWM
111
ICA Group Wealth Management
Colorado
$11.3K -$74.1K -1,354 -87%
MG
112
Mather Group
Illinois
$11K +$10.9K +200 New
CFD
113
Creative Financial Designs
Indiana
$9.03K -$1.92K -35 -17%
IA
114
IFP Advisors
Florida
$7.95K – – –
BWL
115
Bogart Wealth LLC
Virginia
$7.14K – – –
SIS
116
Strategic Investment Solutions
Illinois
$6.61K +$6.84K +125 New
William Blair & Company
117
William Blair & Company
Illinois
$6.45K – – –
HI
118
Harbour Investments
Wisconsin
$6.18K – – –
PS
119
Principal Securities
Iowa
$6.18K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.93K +90 New
GRP
121
Global Retirement Partners
California
$3.55K – – –
CWC
122
Carolinas Wealth Consulting
North Carolina
$1.48K +$55 +1 +4%
OWA
123
Opal Wealth Advisors
New York
$914 – – –
TRCT
124
Tower Research Capital (TRC)
New York
$161 – – –
OMC
125
Old Mission Capital
Illinois
– -$2.45M -44,694 Closed
2 3 4
5
6

DWM Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2024, worth a combined $347M — down 0.99% from $350M a quarter earlier.

Fund positioning in DWM was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.5M.

  • 123 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2024, down from 126 in Q1 2024.
  • Funds reported $347M of WisdomTree International Equity Fund stock for Q2 2024, down 0.99% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2024 was UBS Group, an estimated $13.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2024 was Citadel Advisors, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2024.