WisdomTree International Equity Fund
DWM
118 hedge funds and large institutions have $309M invested in WisdomTree International Equity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $279M → $309M (+$30.4M)
9% more funds holding
Funds holding: 108 → 118 (+10)
0.3% more ownership
Funds ownership: 50.63% → 50.92% (+0.3%)
14% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.33M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.08M |
| 3 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$1.82M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.37M |
| 5 |
Bank of New York Mellon
New York
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.37M |
| 2 |
Jane Street
New York
|
-$3.17M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$2.98M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.83M |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$2.47M |
DWM Hedge Fund Activity: Q4 2020 in Review
118 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2020, worth a combined $309M — up 11% from $279M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DWM positions and 10 closed out — a net gain of 10 holders — while 31 added to existing stakes and 36 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.33M. The largest seller was UBS Group, cutting an estimated $5.37M.
- 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2020, up from 108 in Q3 2020.
- Funds reported $309M of WisdomTree International Equity Fund stock for Q4 2020, up 11% quarter-over-quarter.
- 20 funds opened new WisdomTree International Equity Fund positions in Q4 2020 and 10 closed out, a net change of +10 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $2.33M added.
- The largest WisdomTree International Equity Fund seller in Q4 2020 was UBS Group, an estimated $5.37M sold.
Based on aggregated 13F filings for Q4 2020.