WisdomTree International Equity Fund
DWM
85 hedge funds and large institutions have $237M invested in WisdomTree International Equity Fund in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
10% more funds holding
Funds holding: 77 → 85 (+8)
1.76% less ownership
Funds ownership: 39.89% → 38.13% (-1.8%)
6% less capital invested
Capital invested by funds: $254M → $237M (-$16.5M)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.12M |
| 2 |
Morgan Stanley
New York
|
+$2.09M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.31M |
| 4 |
BEAM
Baker Ellis Asset Management
Vancouver,
Washington
|
+$1.28M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
+$1.23M |
Top Sellers
DWM Hedge Fund Activity: Q4 2015 in Review
85 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2015, worth a combined $237M — down 6.5% from $254M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DWM positions and 5 closed out — a net gain of 9 holders — while 26 added to existing stakes and 29 trimmed.
The largest buyer was UBS Group, adding an estimated $6.12M. The largest seller was SG Americas Securities, cutting an estimated $18.7M.
- 85 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2015, up from 77 in Q3 2015.
- Funds reported $237M of WisdomTree International Equity Fund stock for Q4 2015, down 6.5% quarter-over-quarter.
- 14 funds opened new WisdomTree International Equity Fund positions in Q4 2015 and 5 closed out, a net change of +9 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2015 was UBS Group, an estimated $6.12M added.
- The largest WisdomTree International Equity Fund seller in Q4 2015 was SG Americas Securities, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2015.