WisdomTree International Equity Fund
DWM
67 hedge funds and large institutions have $215M invested in WisdomTree International Equity Fund in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 8 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 9
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $181M → $215M (+$33.9M)
5% more funds holding
Funds holding: 64 → 67 (+3)
1.66% more ownership
Funds ownership: 31.8% → 33.46% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$12.8M |
| 2 |
Morgan Stanley
New York
|
+$3.79M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.21M |
| 4 |
Jane Street
New York
|
+$3.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CASB
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
-$1.66M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
-$635K |
| 3 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
-$443K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$407K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$350K |
DWM Hedge Fund Activity: Q1 2015 in Review
67 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2015, worth a combined $215M — up 19% from $181M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DWM positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 9 trimmed.
The largest buyer was Hengehold Capital Management, opening a new position worth an estimated $12.8M. The largest seller was Cape Ann Savings Bank, exiting entirely with an estimated $1.66M sold.
- 67 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2015, up from 64 in Q4 2014.
- Funds reported $215M of WisdomTree International Equity Fund stock for Q1 2015, up 19% quarter-over-quarter.
- 13 funds opened new WisdomTree International Equity Fund positions in Q1 2015 and 8 closed out, a net change of +5 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2015 was Hengehold Capital Management, an estimated $12.8M added.
- The largest WisdomTree International Equity Fund seller in Q1 2015 was Cape Ann Savings Bank, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2015.