WisdomTree International Equity Fund
DWM
64 hedge funds and large institutions have $181M invested in WisdomTree International Equity Fund in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
8% more funds holding
Funds holding: 59 → 64 (+5)
0.09% more ownership
Funds ownership: 31.71% → 31.8% (+0.09%)
2% less capital invested
Capital invested by funds: $184M → $181M (-$3.31M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.03M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$768K |
| 4 |
TTWM
TCV Trust & Wealth Management
Richmond,
Virginia
|
+$575K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$3.19M |
| 2 |
EI
Excelsia Inc
Savannah,
Georgia
|
-$2.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$415K |
| 4 |
LPL Financial
San Diego,
California
|
-$405K |
| 5 |
MWP
Moller Wealth Partners
|
-$175K |
DWM Hedge Fund Activity: Q4 2014 in Review
64 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2014, worth a combined $181M — down 1.8% from $184M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWM positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.03M. The largest seller was NewSquare Capital, exiting entirely with an estimated $3.19M sold.
- 64 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2014, up from 59 in Q3 2014.
- Funds reported $181M of WisdomTree International Equity Fund stock for Q4 2014, down 1.8% quarter-over-quarter.
- 11 funds opened new WisdomTree International Equity Fund positions in Q4 2014 and 5 closed out, a net change of +6 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2014 was Morgan Stanley, an estimated $5.03M added.
- The largest WisdomTree International Equity Fund seller in Q4 2014 was NewSquare Capital, an estimated $3.19M sold.
Based on aggregated 13F filings for Q4 2014.