WisdomTree International Equity Fund
DWM
117 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, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more funds holding
Funds holding: 110 → 117 (+7)
1.5% more ownership
Funds ownership: 44.53% → 46.03% (+1.5%)
4% more capital invested
Capital invested by funds: $394M → $411M (+$17.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$3.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.84M |
| 3 |
AC
Avestar Capital
New York
|
+$2.29M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$1.27M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$878K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$785K |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$492K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$395K |
DWM Hedge Fund Activity: Q3 2018 in Review
117 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2018, worth a combined $411M — up 4.4% from $394M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DWM positions and 5 closed out — a net gain of 7 holders — while 38 added to existing stakes and 32 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.
- 117 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2018, up from 110 in Q2 2018.
- Funds reported $411M of WisdomTree International Equity Fund stock for Q3 2018, up 4.4% 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.