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WisdomTree International Equity Fund
DWM

127 hedge funds and large institutions have $353M invested in WisdomTree International Equity Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $318M → $353M (+$35.3M)

4.67% more ownership

Funds ownership: 51.28% → 55.96% (+4.7%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 128 → 127 (-1)

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
48
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$68M
2
OMC
Old Mission Capital
Illinois
+$9.87M
3
TFA
Tobias Financial Advisors
Florida
+$7.53M
4
LPL Financial
LPL Financial
California
+$2.53M
5
Wells Fargo
Wells Fargo
California
+$1.43M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$43.5M
2
Jane Street
Jane Street
New York
-$10.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.26M
4
CJFS
Coulter & Justus Financial Services
Tennessee
-$1.86M
5
Ameriprise
Ameriprise
Minnesota
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
126
Cribstone Capital Management
Maine
$7K +$106 +2 +2%
COCM
127
Charter Oak Capital Management
New Hampshire
$6K – – –
Jane Street
128
Jane Street
New York
– -$10.8M -199,004 Closed
Citadel Advisors
129
Citadel Advisors
Florida
– -$6.26M -115,796 Closed
CJFS
130
Coulter & Justus Financial Services
Tennessee
– -$1.86M -34,472 Closed
Ameriprise
131
Ameriprise
Minnesota
– -$1.48M -27,286 Closed
FTUS
132
Flow Traders U.S.
New York
– -$1.04M -19,303 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$693K -12,811 Closed
GVAG
134
Great Valley Advisor Group
Delaware
– -$399K -7,540 Closed
LGWM
135
Litman Gregory Wealth Management
California
– -$379K -7,000 Closed
SPC
136
Sigma Planning Corp
Michigan
– -$236K -4,360 Closed
CA
137
CoreCap Advisors
Michigan
– -$27K -500 Closed
MBFW
138
Morton Brown Family Wealth
Pennsylvania
– -$15K -280 Closed
SCA
139
Snowden Capital Advisors
New York
– -$5K -110 Closed
NL
140
NVWM LLC
Pennsylvania
– -$5K -100 Closed
2 3 4 5
6

DWM Hedge Fund Activity: Q1 2022 in Review

127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2022, worth a combined $353M — up 11% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 15 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $68M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $43.5M.

  • 127 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $353M of WisdomTree International Equity Fund stock for Q1 2022, up 11% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q1 2022 and 15 closed out, a net change of +1 holder.
  • The largest WisdomTree International Equity Fund buyer in Q1 2022 was HBK Sorce Advisory, an estimated $68M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2022 was Signature Estate & Investment Advisors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2022.