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WisdomTree International Equity Fund
DWM

55 hedge funds and large institutions have $148M invested in WisdomTree International Equity Fund in 2013 Q2 according to their latest regulatory filings, with 55 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33.71% more ownership

Funds ownership: 0% → 33.71% (+34%)

Holders
55
Holders Change
+55
Holders Change %
–
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
55
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.8M +$47.5M +972,897 New
TTWM
2
TCV Trust & Wealth Management
Virginia
$21M +$22.3M +457,302 New
Bank of America
3
Bank of America
North Carolina
$15.3M +$16.3M +333,062 New
Wells Fargo
4
Wells Fargo
California
$8.39M +$8.9M +182,233 New
TAIM
5
TD Ameritrade Investment Management
Nebraska
$8.27M +$8.78M +179,717 New
CEMP
6
Compass Efficient Model Portfolios
Tennessee
$7.06M +$7.5M +153,457 New
U
7
UBS
Switzerland
$5.46M +$5.79M +118,585 New
MWP
8
Moller Wealth Partners
$5.41M +$5.74M +117,443 New
V
9
Veritable
Delaware
$4.81M +$5.11M +104,525 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.29M +$4.55M +93,132 New
SEIA
11
Signature Estate & Investment Advisors
California
$2.46M +$2.61M +53,349 New
CC
12
Courier Capital
New York
$2.06M +$2.19M +44,808 New
NC
13
NewSquare Capital
Pennsylvania
$1.91M +$2.03M +41,506 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.68M +$1.79M +36,572 New
LPL Financial
15
LPL Financial
California
$1.56M +$1.65M +33,804 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.48M +$1.58M +32,251 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.18M +$1.25M +25,548 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.04M +$1.1M +22,612 New
HHGA
19
Halbert Hargrove Global Advisors
California
$914K +$970K +19,856 New
TT
20
Tower Trust
Indiana
$866K +$920K +18,835 New
MIS
21
Morningstar Investment Services
Illinois
$848K +$900K +18,419 New
JWA
22
JFS Wealth Advisors
Pennsylvania
$708K +$751K +15,378 New
GLRA
23
Gerald L. Ray & Associates
Texas
$625K +$664K +13,584 New
OC
24
Oarsman Capital
Wisconsin
$580K +$616K +12,612 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$509K +$540K +11,058 New
1
2 3

DWM Hedge Fund Activity: Q2 2013 in Review

55 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2013, worth a combined $148M.

Buyers outnumbered sellers: 55 funds opened new DWM positions and 0 closed out — a net gain of 55 holders — while 0 added to existing stakes and 0 trimmed.

  • 55 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $148M of WisdomTree International Equity Fund stock for Q2 2013.
  • 55 funds opened new WisdomTree International Equity Fund positions in Q2 2013 and 0 closed out, a net change of +55 holders.

Based on aggregated 13F filings for Q2 2013.