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WisdomTree International Equity Fund
DWM

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

0% more capital invested

Capital invested by funds: $313M → $313M (+$51.5K)

0% more funds holding

Funds holding: 116 → 116 (0)

2.06% less ownership

Funds ownership: 61.78% → 59.72% (-2.1%)

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$4.33M
2
VA
Valmark Advisers
Ohio
+$2.5M
3
GWM
Geneos Wealth Management
Colorado
+$1.64M
4
Bank of America
Bank of America
North Carolina
+$854K
5
Wells Fargo
Wells Fargo
California
+$547K

Top Sellers

1
LPL Financial
LPL Financial
California
-$11.6M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.95M
3
FTUS
Flow Traders U.S.
New York
-$6.51M
4
LFA
Legacy Financial Advisors
Kentucky
-$4.18M
5
RSWM
Robertson Stephens Wealth Management
California
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
101
Creative Capital Management Investments
California
$31.3K – – –
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.6K +$56 +1 +0.3%
PTC
103
Private Trust Company
Ohio
$22.3K -$2.59K -46 -11%
FFL
104
Financial Freedom LLC
Ohio
$22K – – –
EWA
105
EverSource Wealth Advisors
Alabama
$18.9K – – –
LWA
106
Lowe Wealth Advisors
Maryland
$18.6K +$18K +320 New
FGAM
107
Financial Gravity Asset Management
Texas
$14.3K +$13.8K +246 New
RIL
108
Rothschild Investment LLC
Illinois
$13.7K – – –
AWM
109
AE Wealth Management
Kansas
$10.4K – – –
BWL
110
Bogart Wealth LLC
Virginia
$7.73K – – –
HI
111
Harbour Investments
Wisconsin
$6.69K – – –
DWM
112
Darwin Wealth Management
Florida
$6.48K – – –
PS
113
Principal Securities
Iowa
$6.06K – – –
NA
114
NewEdge Advisors
Louisiana
$3.84K – – –
KWM
115
Kiker Wealth Management
Georgia
$3.66K +$3.55K +63 New
MWA
116
Medallion Wealth Advisors
Connecticut
$3.55K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$58 – – –
LFA
118
Legacy Financial Advisors
Kentucky
– -$4.18M -79,337 Closed
Citadel Advisors
119
Citadel Advisors
Florida
– -$1.73M -32,839 Closed
TCMP
120
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$1.49M -28,279 Closed
Bank of New York Mellon
121
Bank of New York Mellon
New York
– -$492K -9,341 Closed
PJWM
122
Philip James Wealth Mangement
Georgia
– -$228K -4,319 Closed
IA
123
IFP Advisors
Florida
– -$7.8K -148 Closed
1 2 3 4
5

DWM Hedge Fund Activity: Q1 2025 in Review

116 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2025, worth a combined $313M — up 0.02% from $313M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWM positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 43 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.33M. The largest seller was LPL Financial, cutting an estimated $11.6M.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q1 2025, up 0.02% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2025 was Kestra Advisory Services, an estimated $4.33M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2025 was LPL Financial, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.