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WisdomTree International Equity Fund
DWM

Overview Fund Activity

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.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
22
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.3M
2
SEIA
2
Signature Estate & Investment Advisors
California
$11.7M
3
Bank of America
3
Bank of America
North Carolina
$20.7M
4
TTWM
4
TCV Trust & Wealth Management
Virginia
$26.4M
5
Wells Fargo
5
Wells Fargo
California
$12.8M

Top Sellers

1
NC
1
NewSquare Capital
Pennsylvania
$0
2
EI
2
Excelsia Inc
Georgia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$417K
4
LPL Financial
4
LPL Financial
California
$422K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.3M 1,154,655 +98,814 +9%
TTWM
2
TCV Trust & Wealth Management
Virginia
$26.4M 532,236 +11,303 +2%
Bank of America
3
Bank of America
North Carolina
$20.7M 417,364 +15,108 +4%
Wells Fargo
4
Wells Fargo
California
$12.8M 257,608 +7,989 +3%
SEIA
5
Signature Estate & Investment Advisors
California
$11.7M 235,823 +35,465 +18%
UBS Group
6
UBS Group
Switzerland
$6.53M 131,725 +131,725 New
V
7
Veritable
Delaware
$5.59M 112,671 -2,558 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.45M 89,661 +4,482 +5%
PI
9
Placemark Investments
Illinois
$4.33M 87,245 +3,330 +4%
MWP
10
Moller Wealth Partners
$4.02M 80,988 -3,432 -4%
CIS
11
Connors Investor Services
Pennsylvania
$2.81M 56,594 -1,105 -2%
CC
12
Courier Capital
New York
$2.8M 56,483 +2,801 +5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$2.74M 55,374 -250 -0.4%
CASB
14
Cape Ann Savings Bank
Massachusetts
$1.66M 33,450 +173 +0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.09M 21,965 -2,327 -10%
ATC
16
Argent Trust Co
Tennessee
$1.08M 21,730 +21,730 New
GW
17
GW & Wade
Massachusetts
$1.01M 20,308 -1,080 -5%
HHGA
18
Halbert Hargrove Global Advisors
California
$850K 17,142 – –
OC
19
Oarsman Capital
Wisconsin
$799K 16,106 +536 +3%
ONB
20
Old National Bancorp
Indiana
$737K 14,867 -1,005 -6%
BCI
21
Brinker Capital Investments
Pennsylvania
$688K 13,878 +3,503 +34%
GP
22
Girard Partners
Pennsylvania
$677K 13,655 +5,505 +68%
ATC
23
Argent Trust Company
Louisiana
$669K 13,500 – –
CWM
24
Concert Wealth Management
California
$576K 11,608 +4,342 +60%
GLRA
25
Gerald L. Ray & Associates
Texas
$563K 11,348 -336 -3%
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