We are live on ! Find out more
DWM icon

WisdomTree International Equity Fund

118 hedge funds and large institutions have $411M invested in WisdomTree International Equity Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 111118 (+7)

1.45% more ownership

Funds ownership: 44.68%46.13% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

5% more capital invested

Capital invested by funds: $392M → $411M (+$19M)

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
12
Increased
37
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Parsec Financial Management
North Carolina
$54M +$3.98M +74,837 +8%
Morgan Stanley
2
Morgan Stanley
New York
$50.1M +$94.5K +1,778 +0.2%
SEIA
3
Signature Estate & Investment Advisors
California
$36.5M +$1.27M +23,896 +4%
UBS Group
4
UBS Group
Switzerland
$34.9M -$878K -16,526 -2%
Bank of America
5
Bank of America
North Carolina
$27.4M +$2.84M +53,365 +12%
Wells Fargo
6
Wells Fargo
California
$17.6M -$785K -14,783 -4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$17.2M +$213K +4,011 +1%
RJA
8
Raymond James & Associates
Florida
$14.6M +$453K +8,517 +3%
BCI
9
Brinker Capital Investments
Pennsylvania
$11.7M +$514K +9,670 +5%
MWM
10
Mission Wealth Management
California
$11.6M -$956 -18 -0%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.1M +$445K +8,369 +5%
SWM
12
Shakespeare Wealth Management
Wisconsin
$10M +$427K +8,033 +4%
SAM
13
Stringer Asset Management
Tennessee
$6.25M +$542K +10,202 +9%
TA
14
TMD & Associates
Arizona
$6.22M +$583K +10,977 +10%
PT
15
Plimoth Trust
Massachusetts
$5.82M +$118K +2,222 +2%
BEAM
16
Baker Ellis Asset Management
Washington
$5.73M -$164K -3,080 -3%
JWA
17
JFS Wealth Advisors
Pennsylvania
$5.72M -$134K -2,521 -2%
Jane Street
18
Jane Street
New York
$5.71M +$652K +12,272 +13%
AC
19
Avestar Capital
New York
$4.36M +$2.29M +43,033 +108%
MWP
20
Moller Wealth Partners
$4.28M -$2.82K -53 -0.1%
BFG
21
Beacon Financial Group
Texas
$3.52M -$12.6K -237 -0.4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.41M +$605K +11,396 +22%
VA
23
Valmark Advisers
Ohio
$3.24M -$3.08K -58 -0.1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.05M +$86.3K +1,625 +3%
PWPS
25
Pinnacle Wealth Planning Services
Ohio
$2.84M +$787K +14,809 +38%

DWM Hedge Fund Activity: Q3 2018 in Review

118 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2018, worth a combined $411M — up 4.8% from $392M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DWM positions and 5 closed out — a net gain of 7 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Parsec Financial Management, adding an estimated $3.98M. The largest seller was Envestnet Asset Management, cutting an estimated $2.38M.

  • 118 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2018, up from 111 in Q2 2018.
  • Funds reported $411M of WisdomTree International Equity Fund stock for Q3 2018, up 4.8% quarter-over-quarter.
  • 12 funds opened new WisdomTree International Equity Fund positions in Q3 2018 and 5 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2018 was Parsec Financial Management, an estimated $3.98M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2018 was Envestnet Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2018.