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WisdomTree International Equity Fund

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.25% more ownership

Funds ownership: 59.52%61.78% (+2.3%)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $326M → $313M (-$13.2M)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
33
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
101
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.4K +$165 +3 +0.8%
FFL
102
Financial Freedom LLC
Ohio
$19.9K
EWA
103
EverSource Wealth Advisors
Alabama
$17.1K
FGC
104
Financial Gravity Companies
Texas
$13K +$13.5K +246 New
RIL
105
Rothschild Investment LLC
Illinois
$12.4K
AWM
106
AE Wealth Management
Kansas
$9.38K +$9.77K +178 New
IA
107
IFP Advisors
Florida
$7.8K
BWL
108
Bogart Wealth LLC
Virginia
$7K
DWM
109
Darwin Wealth Management
Florida
$6.48K -$35.1K -639 -84%
William Blair & Company
110
William Blair & Company
Illinois
$6.32K
HI
111
Harbour Investments
Wisconsin
$6.06K
PS
112
Principal Securities
Iowa
$6.06K
MWA
113
Medallion Wealth Advisors
Connecticut
$3.55K +$3.35K +61 New
GRP
114
Global Retirement Partners
California
$3.48K
NA
115
NewEdge Advisors
Louisiana
$3.48K +$3.62K +66 New
NS
116
NBC Securities
Alabama
$171 -$178K -3,249 -100%
TRCT
117
Tower Research Capital (TRC)
New York
$53
AO
118
Advisor OS
Illinois
-$2.13M -37,087 Closed
MAM
119
McLean Asset Management
Virginia
-$895K -15,775 Closed
CW
120
CreativeOne Wealth
Kansas
-$758K -13,178 Closed
MFS
121
McNamara Financial Services
Massachusetts
-$298K -5,179 Closed
GIA
122
Gladstone Institutional Advisory
Florida
-$282K -4,899 Closed
SPA
123
Sentinel Pension Advisors
Massachusetts
-$220K -3,827 Closed
IFG
124
Independent Financial Group
California
-$214K -3,716 Closed
CANC
125
Culbertson A N & Co
Virginia
-$213K -3,695 Closed

DWM Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2024, worth a combined $313M — down 4% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 12 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $7.27M. The largest seller was Advisor OS, exiting entirely with an estimated $2.13M sold.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q4 2024, down 4% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $7.27M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2024 was Advisor OS, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.