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WisdomTree International Equity Fund
DWM

71 hedge funds and large institutions have $274M invested in WisdomTree International Equity Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

28% more capital invested

Capital invested by funds: $215M → $274M (+$59.4M)

6% more funds holding

Funds holding: 67 → 71 (+4)

5.81% more ownership

Funds ownership: 33.46% → 39.27% (+5.8%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
8
Increased
33
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.2M
2
Wells Fargo
Wells Fargo
California
+$7.55M
3
PFM
Parsec Financial Management
North Carolina
+$6.97M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.45M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.9M
2
Jane Street
Jane Street
New York
-$1.86M
3
ATC
Argent Trust Company
Louisiana
-$699K
4
Creative Planning
Creative Planning
Kansas
-$490K
5
V
Veritable
Delaware
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.5M -$15.9M -297,706 -24%
TTWM
2
TCV Trust & Wealth Management
Virginia
$28.7M +$966K +18,043 +3%
MWM
3
Mission Wealth Management
California
$26.7M +$27.6M +514,861 New
UBS Group
4
UBS Group
Switzerland
$25.6M +$19.2M +357,669 +248%
Bank of America
5
Bank of America
North Carolina
$23.9M +$2.16M +40,374 +9%
Wells Fargo
6
Wells Fargo
California
$22.6M +$7.55M +141,052 +47%
SEIA
7
Signature Estate & Investment Advisors
California
$15.6M +$2.17M +40,442 +15%
HCM
8
Hengehold Capital Management
Ohio
$12.8M +$78.3K +1,462 +0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.9M +$4.48M +83,609 +118%
PFM
10
Parsec Financial Management
North Carolina
$7.81M +$6.97M +130,113 +567%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.86M -$34.1K -637 -0.7%
V
12
Veritable
Delaware
$4.85M -$285K -5,320 -5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.61M +$4.45M +83,080 +1,138%
MWP
14
Moller Wealth Partners
$4.12M -$11K -205 -0.3%
UCFA
15
United Capital Financial Advisors
Texas
$3.67M +$3.61M +67,470 +1,544%
CIS
16
Connors Investor Services
Pennsylvania
$3.16M +$257K +4,804 +8%
CC
17
Courier Capital
New York
$3.04M +$74K +1,382 +2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.96M +$54 +1 +0%
ATC
19
Argent Trust Co
Tennessee
$1.67M +$539K +10,071 +45%
FA
20
FDx Advisors
Illinois
$1.47M +$1.54M +28,716 New
BEAM
21
Baker Ellis Asset Management
Washington
$1.46M +$60.1K +1,123 +4%
GP
22
Girard Partners
Pennsylvania
$1.28M +$155K +2,889 +13%
Jane Street
23
Jane Street
New York
$1.22M -$1.86M -34,790 -59%
LPL Financial
24
LPL Financial
California
$1.09M +$664K +12,395 +132%
BCI
25
Brinker Capital Investments
Pennsylvania
$930K +$43.1K +805 +5%
1
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DWM Hedge Fund Activity: Q2 2015 in Review

71 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2015, worth a combined $274M — up 28% from $215M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DWM positions and 3 closed out — a net gain of 5 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $19.2M. The largest seller was Morgan Stanley, cutting an estimated $15.9M.

  • 71 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2015, up from 67 in Q1 2015.
  • Funds reported $274M of WisdomTree International Equity Fund stock for Q2 2015, up 28% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2015 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2015 was UBS Group, an estimated $19.2M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2015 was Morgan Stanley, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2015.