WisdomTree International Equity Fund
DWM
94 hedge funds and large institutions have $341M invested in WisdomTree International Equity Fund in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
82% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 22
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $311M → $341M (+$30.4M)
4% more funds holding
Funds holding: 90 → 94 (+4)
0.47% less ownership
Funds ownership: 41.16% → 40.69% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$4.43M |
| 2 |
Morgan Stanley
New York
|
+$3.86M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.65M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.51M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.69M |
| 2 |
SG
StoneX Group
New York
|
-$2.39M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$918K |
| 4 |
V
Veritable
Wilmington,
Delaware
|
-$705K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$450K |
DWM Hedge Fund Activity: Q3 2017 in Review
94 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2017, worth a combined $341M — up 9.8% from $311M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWM positions and 6 closed out — a net gain of 5 holders — while 40 added to existing stakes and 22 trimmed.
The largest buyer was Parsec Financial Management, adding an estimated $4.43M. The largest seller was Envestnet Asset Management, cutting an estimated $3.69M.
- 94 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2017, up from 90 in Q2 2017.
- Funds reported $341M of WisdomTree International Equity Fund stock for Q3 2017, up 9.8% quarter-over-quarter.
- 11 funds opened new WisdomTree International Equity Fund positions in Q3 2017 and 6 closed out, a net change of +5 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2017 was Parsec Financial Management, an estimated $4.43M added.
- The largest WisdomTree International Equity Fund seller in Q3 2017 was Envestnet Asset Management, an estimated $3.69M sold.
Based on aggregated 13F filings for Q3 2017.