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WisdomTree International Equity Fund
DWM

132 hedge funds and large institutions have $329M invested in WisdomTree International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 127 → 132 (+5)

3.05% more ownership

Funds ownership: 55.96% → 59.01% (+3.1%)

7% less capital invested

Capital invested by funds: $353M → $329M (-$23.6M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
52
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$12.5M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$11.7M
3
UBS Group
UBS Group
Switzerland
+$7.73M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.5M
5
Morgan Stanley
Morgan Stanley
New York
+$3.02M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$10.5M
2
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.22M
3
Creative Planning
Creative Planning
Kansas
-$707K
4
PFM
Parsec Financial Management
North Carolina
-$602K
5
TFA
Tobias Financial Advisors
Florida
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
126
Bogart Wealth LLC
Virginia
$6K +$50 +1 +0.8%
CCM
127
Cribstone Capital Management
Maine
$6K +$199 +4 +3%
COCM
128
Charter Oak Capital Management
New Hampshire
$5K – – –
HI
129
Harbour Investments
Wisconsin
$5K +$5.71K +115 New
JP Morgan Chase
130
JP Morgan Chase
New York
$5K +$5.96K +120 New
TWA
131
TCI Wealth Advisors
Arizona
$4K +$4.08K +82 New
BRWM
132
B. Riley Wealth Management
Tennessee
$2.17K +$334K +6,729 +16%
RIL
133
Rothschild Investment LLC
Illinois
– -$280K -5,310 Closed
GIM
134
Greylin Investment Management
Virginia
– -$228K -4,319 Closed
AWA
135
Arete Wealth Advisors
Illinois
– -$204K -3,874 Closed
LIA
136
LS Investment Advisors
Michigan
– -$85K -1,610 Closed
DC
137
DeDora Capital
California
– -$42K -789 Closed
DB
138
Dravo Bay
Delaware
– -$8.97K -170 Closed
PP
139
Pacifica Partners
Canada
– -$8K -162 Closed
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
– -$8K -160 Closed
WWMSC
141
Wagner Wealth Management (South Carolina)
South Carolina
– +$298 +6 New
2 3 4 5
6

DWM Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2022, worth a combined $329M — down 6.7% from $353M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 9 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.5M. The largest seller was Old Mission Capital, cutting an estimated $10.5M.

  • 132 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $329M of WisdomTree International Equity Fund stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2022 and 9 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2022 was LPL Financial, an estimated $12.5M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2022 was Old Mission Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.