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WisdomTree International Equity Fund

90 hedge funds and large institutions have $311M invested in WisdomTree International Equity Fund in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

8% more funds holding

Funds holding: 8390 (+7)

7% more capital invested

Capital invested by funds: $289M → $311M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.21% less ownership

Funds ownership: 42.37%41.16% (-1.2%)

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
35
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.4M +$2.16M +41,865 +5%
PFM
2
Parsec Financial Management
North Carolina
$36.1M +$4.13M +80,126 +13%
UBS Group
3
UBS Group
Switzerland
$28.3M +$2.44M +47,374 +10%
SEIA
4
Signature Estate & Investment Advisors
California
$26.5M +$999K +19,367 +4%
RJA
5
Raymond James & Associates
Florida
$23.2M +$1.28M +24,903 +6%
Bank of America
6
Bank of America
North Carolina
$19.7M -$447K -8,665 -2%
Wells Fargo
7
Wells Fargo
California
$15M +$1.41M +27,420 +10%
MWM
8
Mission Wealth Management
California
$13M -$723K -14,005 -5%
BCI
9
Brinker Capital Investments
Pennsylvania
$9.96M -$267K -5,166 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.91M +$19.9K +386 +0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.96M +$554K +10,746 +9%
BEAM
12
Baker Ellis Asset Management
Washington
$5.44M +$1.63M +31,545 +43%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$4.51M +$312K +6,044 +7%
MWP
14
Moller Wealth Partners
$4.22M -$5.16K -100 -0.1%
TA
15
TMD & Associates
Arizona
$3.98M -$110K -2,140 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.89M +$302K +5,848 +8%
LPL Financial
17
LPL Financial
California
$3.62M +$1.81M +35,030 +101%
Jane Street
18
Jane Street
New York
$3.24M -$6.54M -126,766 -67%
CIS
19
Connors Investor Services
Pennsylvania
$2.86M +$5K +97 +0.2%
HHGA
20
Halbert Hargrove Global Advisors
California
$2.48M
SG
21
StoneX Group
New York
$2.39M +$1.75M +33,908 +279%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.36M -$321K -6,216 -12%
BlackRock
23
BlackRock
New York
$2.19M -$3.82K -74 -0.2%
VA
24
Valmark Advisers
Ohio
$1.94M +$471K +9,123 +32%
PMG
25
ProVise Management Group
Florida
$1.78M +$2.73K +53 +0.2%

DWM Hedge Fund Activity: Q2 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2017, worth a combined $311M — up 7.4% from $289M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 8 closed out — a net gain of 7 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Parsec Financial Management, adding an estimated $4.13M. The largest seller was Jane Street, cutting an estimated $6.54M.

  • 90 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2017, up from 83 in Q1 2017.
  • Funds reported $311M of WisdomTree International Equity Fund stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2017 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2017 was Parsec Financial Management, an estimated $4.13M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2017 was Jane Street, an estimated $6.54M sold.

Based on aggregated 13F filings for Q2 2017.