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WisdomTree International Equity Fund

58 hedge funds and large institutions have $183M invested in WisdomTree International Equity Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more capital invested

Capital invested by funds: $167M → $183M (+$16.7M)

2% more funds holding

Funds holding: 5758 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.69% less ownership

Funds ownership: 33.19%32.5% (-0.69%)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
24
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.6M +$378K +7,122 +0.7%
TTWM
2
TCV Trust & Wealth Management
Virginia
$26.2M +$571K +10,764 +2%
Bank of America
3
Bank of America
North Carolina
$17M -$838K -15,797 -5%
Wells Fargo
4
Wells Fargo
California
$13.5M +$1.83M +34,552 +16%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$10.2M -$165K -3,111 -2%
SEIA
6
Signature Estate & Investment Advisors
California
$6.97M +$1.86M +35,105 +38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.18M +$5.62M +106,046 +1,418%
MWP
8
Moller Wealth Partners
$5.8M -$315K -5,939 -5%
V
9
Veritable
Delaware
$5.57M +$251K +4,740 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.22M +$8.54K +161 +0.2%
U
11
UBS
Switzerland
$4.54M -$621K -11,716 -12%
CIS
12
Connors Investor Services
Pennsylvania
$3.23M -$20.2K -380 -0.6%
CC
13
Courier Capital
New York
$2.56M -$9.23K -174 -0.4%
Jane Street
14
Jane Street
New York
$2.54M -$805K -15,185 -25%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$2.06M +$65.1K +1,227 +3%
NC
16
NewSquare Capital
Pennsylvania
$1.95M -$201K -3,785 -10%
LPL Financial
17
LPL Financial
California
$1.86M +$32.2K +608 +2%
MIS
18
Morningstar Investment Services
Illinois
$1.68M +$332K +6,263 +25%
NES
19
New England Securities
New York
$1.51M +$1.4M +26,446 +2,186%
TT
20
Tower Trust
Indiana
$1M -$76.8K -1,448 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$956K +$365K +6,882 +64%
HHGA
22
Halbert Hargrove Global Advisors
California
$934K
JWA
23
JFS Wealth Advisors
Pennsylvania
$862K +$796 +15 +0.1%
GLRA
24
Gerald L. Ray & Associates
Texas
$723K -$5.3K -100 -0.7%
OC
25
Oarsman Capital
Wisconsin
$706K +$9.07K +171 +1%

DWM Hedge Fund Activity: Q4 2013 in Review

58 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2013, worth a combined $183M — up 10% from $167M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DWM positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.62M. The largest seller was Bank of America, cutting an estimated $838K.

  • 58 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2013, up from 57 in Q3 2013.
  • Funds reported $183M of WisdomTree International Equity Fund stock for Q4 2013, up 10% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $5.62M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2013 was Bank of America, an estimated $838K sold.

Based on aggregated 13F filings for Q4 2013.