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WisdomTree International Equity Fund

109 hedge funds and large institutions have $395M invested in WisdomTree International Equity Fund in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

16% more funds holding

Funds holding: 94109 (+15)

16% more capital invested

Capital invested by funds: $341M → $395M (+$53.6M)

3.98% more ownership

Funds ownership: 40.69%44.66% (+4%)

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
23
Increased
35
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.2M +$246K +4,468 +0.5%
PFM
2
Parsec Financial Management
North Carolina
$46.3M +$2.92M +53,026 +7%
SEIA
3
Signature Estate & Investment Advisors
California
$31.3M +$1.81M +32,872 +6%
UBS Group
4
UBS Group
Switzerland
$30.7M -$1.47M -26,705 -5%
Bank of America
5
Bank of America
North Carolina
$24.9M +$3.19M +57,976 +15%
RJA
6
Raymond James & Associates
Florida
$23.1M -$3.1M -56,402 -12%
Wells Fargo
7
Wells Fargo
California
$18.9M +$1.32M +24,081 +8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$15.4M +$12.8M +232,754 +539%
MWM
9
Mission Wealth Management
California
$13.4M -$275K -4,995 -2%
BCI
10
Brinker Capital Investments
Pennsylvania
$11.3M +$594K +10,806 +6%
SWM
11
Shakespeare Wealth Management
Wisconsin
$9.17M +$9.04M +164,419 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$8.25M +$358K +6,501 +5%
SAM
13
Stringer Asset Management
Tennessee
$8.03M +$7.92M +143,976 New
BEAM
14
Baker Ellis Asset Management
Washington
$6.23M -$38.5K -700 -0.6%
Citadel Advisors
15
Citadel Advisors
Florida
$5.81M +$3.55M +64,496 +163%
PT
16
Plimoth Trust
Massachusetts
$5.67M +$5.59M +101,615 New
TA
17
TMD & Associates
Arizona
$5.67M +$1.34M +24,443 +32%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.43M -$281K -5,113 -5%
LPL Financial
19
LPL Financial
California
$4.91M +$952K +17,300 +24%
MWP
20
Moller Wealth Partners
$4.51M -$2.75K -50 -0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.1M -$338K -6,145 -8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.04M -$1.06M -19,264 -21%
CIS
23
Connors Investor Services
Pennsylvania
$3.02M -$53.4K -970 -2%
VA
24
Valmark Advisers
Ohio
$2.99M +$436K +7,930 +17%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.86M +$596K +10,842 +27%

DWM Hedge Fund Activity: Q4 2017 in Review

109 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2017, worth a combined $395M — up 16% from $341M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DWM positions and 7 closed out — a net gain of 16 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $12.8M. The largest seller was Jane Street, cutting an estimated $3.53M.

  • 109 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2017, up from 94 in Q3 2017.
  • Funds reported $395M of WisdomTree International Equity Fund stock for Q4 2017, up 16% quarter-over-quarter.
  • 23 funds opened new WisdomTree International Equity Fund positions in Q4 2017 and 7 closed out, a net change of +16 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $12.8M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2017 was Jane Street, an estimated $3.53M sold.

Based on aggregated 13F filings for Q4 2017.