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WisdomTree International Equity Fund
DWM

81 hedge funds and large institutions have $237M invested in WisdomTree International Equity Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $237M → $237M (-$125K)

1.12% less ownership

Funds ownership: 38.13% → 37.01% (-1.1%)

5% less funds holding

Funds holding: 85 → 81 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
2.16%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
9
Increased
35
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$8.33M
2
BCI
Brinker Capital Investments
Pennsylvania
+$5.8M
3
SAM
Stringer Asset Management
Tennessee
+$5.77M
4
MWP
Moller Wealth Partners
+$4.56M
5
PFM
Parsec Financial Management
North Carolina
+$1.53M

Top Sellers

1
TTWM
TCV Trust & Wealth Management
Virginia
-$13.7M
2
Morgan Stanley
Morgan Stanley
New York
-$5.99M
3
Wells Fargo
Wells Fargo
California
-$3.68M
4
Jane Street
Jane Street
New York
-$3.41M
5
Goldman Sachs
Goldman Sachs
New York
-$3.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.9M -$5.99M -135,636 -15%
Bank of America
2
Bank of America
North Carolina
$19.2M +$891K +20,200 +5%
UBS Group
3
UBS Group
Switzerland
$16.5M +$840K +19,027 +6%
MWP
4
Moller Wealth Partners
$15.9M +$4.56M +103,268 +126%
MWM
5
Mission Wealth Management
California
$15.8M -$783K -17,740 -5%
TTWM
6
TCV Trust & Wealth Management
Virginia
$12M -$13.7M -309,950 -54%
Wells Fargo
7
Wells Fargo
California
$11M -$3.68M -83,339 -26%
RJA
8
Raymond James & Associates
Florida
$9.79M +$8.33M +188,846 +756%
SEIA
9
Signature Estate & Investment Advisors
California
$9.67M +$708K +16,051 +8%
PFM
10
Parsec Financial Management
North Carolina
$9.47M +$1.53M +34,616 +20%
HCM
11
Hengehold Capital Management
Ohio
$8.91M +$305K +6,911 +4%
BCI
12
Brinker Capital Investments
Pennsylvania
$7.21M +$5.8M +131,461 +506%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.04M +$1.46M +33,198 +34%
SAM
14
Stringer Asset Management
Tennessee
$5.99M +$5.77M +130,793 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.66M +$926K +20,988 +36%
CC
16
Courier Capital
New York
$3.24M +$227K +5,154 +8%
WIC
17
Woodmont Investment Counsel
Tennessee
$2.85M -$94.9K -2,150 -3%
BEAM
18
Baker Ellis Asset Management
Washington
$2.78M +$51.6K +1,170 +2%
CIS
19
Connors Investor Services
Pennsylvania
$2.74M +$64.4K +1,460 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.64M – – –
HHGA
21
Halbert Hargrove Global Advisors
California
$2.19M +$1.35M +30,677 +179%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.13M -$725K -16,429 -26%
V
23
Veritable
Delaware
$1.92M -$599K -13,570 -25%
Goldman Sachs
24
Goldman Sachs
New York
$1.85M -$3.31M -74,911 -65%
YP
25
Yellowstone Partners
Idaho
$1.74M +$1.43M +32,519 +595%
1
2 3 4

DWM Hedge Fund Activity: Q1 2016 in Review

81 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2016, worth a combined $237M — down 0.05% from $237M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 9 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 35 added.

The largest buyer was Raymond James & Associates, adding an estimated $8.33M. The largest seller was TCV Trust & Wealth Management, cutting an estimated $13.7M.

  • 81 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2016, down from 85 in Q4 2015.
  • Funds reported $237M of WisdomTree International Equity Fund stock for Q1 2016, down 0.05% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q1 2016 and 13 closed out, a net change of -4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2016 was Raymond James & Associates, an estimated $8.33M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2016 was TCV Trust & Wealth Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2016.