DWM icon

WisdomTree International Equity Fund
DWM

Overview Fund Activity

123 hedge funds and large institutions have $289M invested in WisdomTree International Equity Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-16
Holders Change %
-11.51%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
29
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$47.8M
2
Morgan Stanley
Morgan Stanley
New York
$34.5M
3
MHS
M Holdings Securities
Oregon
$10.5M
4
Creative Planning
Creative Planning
Kansas
$2.56M
5
SWM
Shakespeare Wealth Management
Wisconsin
$8.36M

Top Sellers

1
PFM
Parsec Financial Management
North Carolina
$18.7M
2
RJA
Raymond James & Associates
Florida
$4.87M
3
BCI
Brinker Capital Investments
Pennsylvania
$813K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$698K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
126
Johanson Financial Advisors
California
– -$784K -41,909 Closed
BlackRock
127
BlackRock
New York
– -$2.23M -41,767 Closed
OC
128
Oarsman Capital
Wisconsin
– -$1.24M -23,213 Closed
FAAS
129
First Allied Advisory Services
California
– -$1.01M -18,801 Closed
ATC
130
Argent Trust Co
Tennessee
– -$608K -11,376 Closed
BF
131
BOK Financial
Oklahoma
– -$451K -8,442 Closed
WIA
132
Wealthstreet Investment Advisors
Texas
– -$318K -5,954 Closed
FMBTD
133
First Midwest Bank Trust Division
Illinois
– -$317K -5,932 Closed
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
– -$304K -5,680 Closed
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
– -$290K -5,425 Closed
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
– -$253K -4,726 Closed
JWCA
137
J.W. Cole Advisors
Florida
– -$237K -4,428 Closed
MFS
138
McNamara Financial Services
Massachusetts
– -$236K -4,412 Closed
GIM
139
Greylin Investment Management
Virginia
– -$231K -4,319 Closed
DC
140
DeDora Capital
California
– -$209K -3,907 Closed
IFWM
141
Institute for Wealth Management
Colorado
– -$157K -2,930 Closed
CF
142
Centaurus Financial
California
– -$105K -1,970 Closed
MWP
143
MYCIO Wealth Partners
Pennsylvania
– -$100K -1,871 Closed
ACM
144
Allred Capital Management
Texas
– -$69K -1,290 Closed
AA
145
Argent Advisors
Louisiana
– -$60K -1,125 Closed
RMAM
146
Raab & Moskowitz Asset Management
New Jersey
– -$52K -983 Closed
MPCG
147
Matrix Private Capital Group
New York
– -$15K -282 Closed
MFT
148
Moisand Fitzgerald Tamayo
Florida
– -$11K -207 Closed
ADL
149
Asset Dedication LLC
California
– -$11K -200 Closed
AIC
150
Ameritas Investment Company
Nebraska
– -$9K -177 Closed
3 4 5
6
7