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WisdomTree International Equity Fund

57 hedge funds and large institutions have $167M invested in WisdomTree International Equity Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

12% more capital invested

Capital invested by funds: $148M → $167M (+$18.3M)

4% more funds holding

Funds holding: 5557 (+2)

0.52% less ownership

Funds ownership: 33.71%33.19% (-0.52%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
9
Increased
21
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.6M -$660K -13,353 -1%
TTWM
2
TCV Trust & Wealth Management
Virginia
$24.3M +$652K +13,179 +3%
Bank of America
3
Bank of America
North Carolina
$16.9M -$283K -5,731 -2%
Wells Fargo
4
Wells Fargo
California
$11.1M +$1.58M +31,948 +18%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$9.84M +$526K +10,640 +6%
MWP
6
Moller Wealth Partners
$5.81M -$248K -5,022 -4%
V
7
Veritable
Delaware
$5.04M -$349K -7,063 -7%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.95M +$130K +2,623 +3%
U
9
UBS
Switzerland
$4.91M -$1.17M -23,605 -20%
SEIA
10
Signature Estate & Investment Advisors
California
$4.8M +$1.96M +39,600 +74%
Jane Street
11
Jane Street
New York
$3.2M +$3.06M +61,912 New
CIS
12
Connors Investor Services
Pennsylvania
$3.09M +$2.95M +59,744 New
CC
13
Courier Capital
New York
$2.44M +$113K +2,281 +5%
NC
14
NewSquare Capital
Pennsylvania
$2.05M -$94.2K -1,905 -5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.89M
LPL Financial
16
LPL Financial
California
$1.76M -$12.6K -255 -0.8%
MIS
17
Morningstar Investment Services
Illinois
$1.28M +$307K +6,209 +34%
TT
18
Tower Trust
Indiana
$1.03M +$51.6K +1,043 +6%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$964K -$1.05M -21,203 -94%
HHGA
20
Halbert Hargrove Global Advisors
California
$886K -$134K -2,714 -14%
JWA
21
JFS Wealth Advisors
Pennsylvania
$818K +$21.9K +442 +3%
VKH
22
Virtu KCG Holdings
New York
$818K +$782K +15,815 New
Deutsche Bank
23
Deutsche Bank
Germany
$702K +$336K +6,804 +100%
GLRA
24
Gerald L. Ray & Associates
Texas
$692K -$9.89K -200 -1%
OC
25
Oarsman Capital
Wisconsin
$662K +$9.3K +188 +1%

DWM Hedge Fund Activity: Q3 2013 in Review

57 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2013, worth a combined $167M — up 12% from $148M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWM positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.06M. The largest seller was Compass Efficient Model Portfolios, cutting an estimated $7.48M.

  • 57 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2013, up from 55 in Q2 2013.
  • Funds reported $167M of WisdomTree International Equity Fund stock for Q3 2013, up 12% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q3 2013 and 7 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2013 was Jane Street, an estimated $3.06M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2013 was Compass Efficient Model Portfolios, an estimated $7.48M sold.

Based on aggregated 13F filings for Q3 2013.