WisdomTree International Equity Fund
DWM
125 hedge funds and large institutions have $413M invested in WisdomTree International Equity Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
2% more funds holding
Funds holding: 122 → 125 (+3)
1% more capital invested
Capital invested by funds: $408M → $413M (+$5.39M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
7% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 42
1.85% less ownership
Funds ownership: 51.63% → 49.77% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.52M |
| 3 |
Jane Street
New York
|
+$3.85M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.51M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$38.9M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$3.1M |
| 3 |
Morgan Stanley
New York
|
-$2.97M |
| 4 |
Goldman Sachs
New York
|
-$2.71M |
| 5 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
126
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$375K | -8,053 | Closed |
|
|
BAM
127
Belpointe Asset Management
Reno,
Nevada
| – | -$217K | -4,660 | Closed |
|
|
MFS
128
McNamara Financial Services
Marshfield,
Massachusetts
| – | -$216K | -4,058 | Closed |
|
|
NFG
129
Next Financial Group
Houston,
Texas
| – | -$77K | -1,646 | Closed |
|
|
CTC
130
Central Trust Company
Jefferson City,
Missouri
| – | -$35K | -750 | Closed |
|
|
CA
131
Claro Advisors
Boston,
Massachusetts
| – | -$15K | -290 | Closed |
|
132
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -200 | Closed |
|
DWM Hedge Fund Activity: Q1 2019 in Review
125 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2019, worth a combined $413M — up 1.3% from $408M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWM positions and 8 closed out — a net gain of 3 holders — while 39 added to existing stakes and 42 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6M. The largest seller was UBS Group, cutting an estimated $38.9M.
- 125 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2019, up from 122 in Q4 2018.
- Funds reported $413M of WisdomTree International Equity Fund stock for Q1 2019, up 1.3% quarter-over-quarter.
- 11 funds opened new WisdomTree International Equity Fund positions in Q1 2019 and 8 closed out, a net change of +3 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2019 was Envestnet Asset Management, an estimated $6M added.
- The largest WisdomTree International Equity Fund seller in Q1 2019 was UBS Group, an estimated $38.9M sold.
Based on aggregated 13F filings for Q1 2019.