WisdomTree International Equity Fund
DWM
118 hedge funds and large institutions have $411M invested in WisdomTree International Equity Fund in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
8% more funds holding
Funds holding: 109 → 118 (+9)
4% more capital invested
Capital invested by funds: $395M → $411M (+$16.1M)
0.05% more ownership
Funds ownership: 44.66% → 44.72% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$9.69M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$5.77M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$5.4M |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$5.32M |
| 5 |
AC
Avestar Capital
New York
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.09M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.6M |
| 3 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$2.64M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$2.36M |
| 5 |
Morgan Stanley
New York
|
-$2.13M |
DWM Hedge Fund Activity: Q1 2018 in Review
118 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2018, worth a combined $411M — up 4.1% from $395M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DWM positions and 7 closed out — a net gain of 11 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was UBS Group, adding an estimated $9.69M. The largest seller was Raymond James & Associates, cutting an estimated $8.09M.
- 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2018, up from 109 in Q4 2017.
- Funds reported $411M of WisdomTree International Equity Fund stock for Q1 2018, up 4.1% quarter-over-quarter.
- 18 funds opened new WisdomTree International Equity Fund positions in Q1 2018 and 7 closed out, a net change of +11 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2018 was UBS Group, an estimated $9.69M added.
- The largest WisdomTree International Equity Fund seller in Q1 2018 was Raymond James & Associates, an estimated $8.09M sold.
Based on aggregated 13F filings for Q1 2018.