WisdomTree International Equity Fund
DWM
118 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1.2% more ownership
Funds ownership: 50.92% → 52.12% (+1.2%)
1% more capital invested
Capital invested by funds: $309M → $313M (+$4.11M)
0% more funds holding
Funds holding: 118 → 118 (0)
13% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$6.76M |
| 2 |
Jane Street
New York
|
+$4M |
| 3 |
PWPS
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
+$3.08M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.81M |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.3M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$5.3M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.48M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.96M |
DWM Hedge Fund Activity: Q1 2021 in Review
118 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2021, worth a combined $313M — up 1.3% from $309M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DWM positions and 12 closed out — a net gain of 2 holders — while 34 added to existing stakes and 39 trimmed.
The largest buyer was NFP Retirement Inc, opening a new position worth an estimated $6.76M. The largest seller was UBS Group, cutting an estimated $8.3M.
- 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $313M of WisdomTree International Equity Fund stock for Q1 2021, up 1.3% quarter-over-quarter.
- 14 funds opened new WisdomTree International Equity Fund positions in Q1 2021 and 12 closed out, a net change of +2 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2021 was NFP Retirement Inc, an estimated $6.76M added.
- The largest WisdomTree International Equity Fund seller in Q1 2021 was UBS Group, an estimated $8.3M sold.
Based on aggregated 13F filings for Q1 2021.