WisdomTree International Equity Fund
DWM
112 hedge funds and large institutions have $283M invested in WisdomTree International Equity Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $290M → $283M (-$7.22M)
9% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 43
3.31% less ownership
Funds ownership: 52.54% → 49.23% (-3.3%)
10% less funds holding
Funds holding: 124 → 112 (-12)
60% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$4.28M |
| 2 |
MWP
Moller Wealth Partners
|
+$4.26M |
| 3 |
Jane Street
New York
|
+$2.69M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.42M |
| 5 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.9M |
| 3 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$13M |
| 4 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$3.21M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFO
126
CVA Family Office
Denver,
Colorado
| – | -$41K | -1,030 | Closed |
|
|
AIS
127
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$31K | -790 | Closed |
|
|
DWM
128
Darwin Wealth Management
Tampa,
Florida
| – | -$30K | -762 | Closed |
|
|
PWM
129
Provident Wealth Management
Brentwood,
Tennessee
| – | -$24K | -607 | Closed |
|
|
AIC
130
Archer Investment Corporation
Carmel,
Indiana
| – | -$20K | -495 | Closed |
|
|
CA
131
Clearstead Advisors
Cleveland,
Ohio
| – | -$4K | -100 | Closed |
|
132
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -83 | Closed |
|
DWM Hedge Fund Activity: Q2 2020 in Review
112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2020, worth a combined $283M — down 2.5% from $290M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of DWM and 8 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 39 added.
The largest buyer was Signature Estate & Investment Advisors, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $31.1M.
- 112 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2020, down from 124 in Q1 2020.
- Funds reported $283M of WisdomTree International Equity Fund stock for Q2 2020, down 2.5% quarter-over-quarter.
- 8 funds opened new WisdomTree International Equity Fund positions in Q2 2020 and 20 closed out, a net change of -12 holders.
- The largest WisdomTree International Equity Fund buyer in Q2 2020 was Signature Estate & Investment Advisors, an estimated $4.28M added.
- The largest WisdomTree International Equity Fund seller in Q2 2020 was UBS Group, an estimated $31.1M sold.
Based on aggregated 13F filings for Q2 2020.