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WisdomTree International Equity Fund

139 hedge funds and large institutions have $416M invested in WisdomTree International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

16% more funds holding

Funds holding: 120139 (+19)

11% more capital invested

Capital invested by funds: $374M → $416M (+$42M)

2.55% more ownership

Funds ownership: 47%49.54% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
139
Holders Change
+19
Holders Change %
+15.83%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
33
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
126
North Star Investment Management
Illinois
$16K
MPCG
127
Matrix Private Capital Group
New York
$15K +$14.6K +282 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$14K -$1.29K -25 -9%
PFBT
129
Parkside Financial Bank & Trust
Missouri
$12K
ADL
130
Asset Dedication LLC
California
$11K
GWM
131
Geneos Wealth Management
Colorado
$11K
MFT
132
Moisand Fitzgerald Tamayo
Florida
$11K +$981 +19 +10%
AIC
133
Ameritas Investment Company
Nebraska
$9K +$52 +1 +0.6%
BW
134
Bison Wealth
Georgia
$9K +$9.09K +176 New
APA
135
American Portfolios Advisors
New York
$8.02K
RFA
136
Reilly Financial Advisors
California
$6K
US Bancorp
137
US Bancorp
Minnesota
$4K
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$1K
NNP
139
Nachman Norwood & Parrott
South Carolina
-$549K -11,046 Closed
VAS
140
Vestmark Advisory Solutions
Massachusetts
-$207K -4,173 Closed
SFS
141
Sowell Financial Services
Arkansas
-$182K -3,653 Closed
KWA
142
KCS Wealth Advisory
California
-$57.9K -1,164 Closed
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
-$12K -250 Closed
GSWM
144
Golden State Wealth Management
California
-$11K -214 Closed
ASN
145
Advisory Services Network
Georgia
-$11K -210 Closed
UBS AM
146
UBS AM
Illinois
-$4.97K -100 Closed
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -91 Closed
TA
148
TFG Advisers
Michigan
+$310 +6 New

DWM Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2019, worth a combined $416M — up 11% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DWM positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Parsec Financial Management, cutting an estimated $9.68M.

  • 139 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $416M of WisdomTree International Equity Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Equity Fund positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $5.94M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2019 was Parsec Financial Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2019.