WisdomTree International Equity Fund
DWM
122 hedge funds and large institutions have $356M invested in WisdomTree International Equity Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 13 closing their positions.
0.39% more ownership
Funds ownership: 63.95% → 64.34% (+0.39%)
4% less capital invested
Capital invested by funds: $371M → $356M (-$14.9M)
6% less funds holding
Funds holding: 130 → 122 (-8)
13% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 46
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.94M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.45M |
| 3 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$3.14M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.39M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Mercer Global Advisors
Denver,
Colorado
| – | -$376K | -7,524 | Closed |
|
|
SSWM
127
Smith Salley Wealth Management
Greensboro,
North Carolina
| – | -$281K | -5,619 | Closed |
|
|
BG
128
Benedetti & Gucer
Atlanta,
Georgia
| – | -$246K | -4,841 | Closed |
|
|
T
129
TNF
Billings,
Montana
| – | -$229K | -4,574 | Closed |
|
|
AWS
130
Atria Wealth Solutions
New York
| – | -$219K | -4,385 | Closed |
|
|
WDL
131
Well Done LLC
Holland,
Michigan
| – | -$206K | -4,119 | Closed |
|
|
CB
132
Cadence Bank
Tupelo,
Mississippi
| – | -$202K | -4,033 | Closed |
|
|
IGWM
133
ICA Group Wealth Management
Denver,
Colorado
| – | -$67.7K | -1,354 | Closed |
|
|
GFP
134
Gryphon Financial Partners
Columbus,
Ohio
| – | -$62.8K | -1,256 | Closed |
|
|
AF
135
Allworth Financial
Folsom,
California
| – | -$28.7K | -573 | Closed |
|
136
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$25K | -500 | Closed |
|
DWM Hedge Fund Activity: Q3 2023 in Review
122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2023, worth a combined $356M — down 4% from $371M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of DWM and 5 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 40 added.
The largest buyer was Old Mission Capital, adding an estimated $4.94M. The largest seller was Falcon Wealth Planning, cutting an estimated $6.22M.
- 122 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2023, down from 130 in Q2 2023.
- Funds reported $356M of WisdomTree International Equity Fund stock for Q3 2023, down 4% quarter-over-quarter.
- 5 funds opened new WisdomTree International Equity Fund positions in Q3 2023 and 13 closed out, a net change of -8 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2023 was Old Mission Capital, an estimated $4.94M added.
- The largest WisdomTree International Equity Fund seller in Q3 2023 was Falcon Wealth Planning, an estimated $6.22M sold.
Based on aggregated 13F filings for Q3 2023.