WisdomTree International Equity Fund
DWM
122 hedge funds and large institutions have $408M invested in WisdomTree International Equity Fund in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 18 closing their positions.
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
5.5% more ownership
Funds ownership: 46.13% → 51.63% (+5.5%)
3% more funds holding
Funds holding: 118 → 122 (+4)
1% less capital invested
Capital invested by funds: $411M → $408M (-$3.01M)
10% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 39
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$41.4M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$20.7M |
| 3 |
Morgan Stanley
New York
|
+$4.71M |
| 4 |
Goldman Sachs
New York
|
+$2.92M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.88M |
| 3 |
AC
Avestar Capital
New York
|
-$4.06M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.73M |
| 5 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
-$2.3M |
DWM Hedge Fund Activity: Q4 2018 in Review
122 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2018, worth a combined $408M — down 0.73% from $411M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new DWM positions and 18 closed out — a net gain of 4 holders — while 35 added to existing stakes and 39 trimmed.
The largest buyer was UBS Group, adding an estimated $41.4M. The largest seller was Jane Street, exiting entirely with an estimated $5.71M sold.
- 122 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2018, up from 118 in Q3 2018.
- Funds reported $408M of WisdomTree International Equity Fund stock for Q4 2018, down 0.73% quarter-over-quarter.
- 22 funds opened new WisdomTree International Equity Fund positions in Q4 2018 and 18 closed out, a net change of +4 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2018 was UBS Group, an estimated $41.4M added.
- The largest WisdomTree International Equity Fund seller in Q4 2018 was Jane Street, an estimated $5.71M sold.
Based on aggregated 13F filings for Q4 2018.