We are live on ! Find out more
DWM icon

WisdomTree International Equity Fund

139 hedge funds and large institutions have $416M invested in WisdomTree International Equity Fund in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

16% more funds holding

Funds holding: 120139 (+19)

11% more capital invested

Capital invested by funds: $374M → $416M (+$42M)

2.55% more ownership

Funds ownership: 47%49.54% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
139
Holders Change
+19
Holders Change %
+15.83%
% of All Funds
2.74%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
33
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1
Parsec Financial Management
North Carolina
$40.9M -$9.68M -187,576 -20%
SEIA
2
Signature Estate & Investment Advisors
California
$35.1M -$33.8K -655 -0.1%
UBS Group
3
UBS Group
Switzerland
$33.9M -$1.05M -20,269 -3%
Morgan Stanley
4
Morgan Stanley
New York
$31.6M +$941K +18,238 +3%
Bank of America
5
Bank of America
North Carolina
$20.4M -$912K -17,668 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$19.8M +$339K +6,558 +2%
RJA
7
Raymond James & Associates
Florida
$18.5M -$1.78M -34,579 -9%
FWCM
8
Ferguson Wellman Capital Management
Oregon
$15.7M -$291K -5,643 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.7M +$32.5K +630 +0.2%
Wells Fargo
10
Wells Fargo
California
$13.3M -$921K -17,838 -7%
BCI
11
Brinker Capital Investments
Pennsylvania
$11.6M -$25.3K -490 -0.2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.2M +$224K +4,346 +2%
MWM
13
Mission Wealth Management
California
$11.1M -$205K -3,980 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10.4M +$5.94M +115,105 +146%
SWM
15
Shakespeare Wealth Management
Wisconsin
$9.33M +$309K +5,987 +4%
TFA
16
Tobias Financial Advisors
Florida
$7.8M +$7.53M +145,850 New
PT
17
Plimoth Trust
Massachusetts
$5.79M -$14.5K -281 -0.3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$5.32M -$428K -8,299 -8%
MWP
19
Moller Wealth Partners
$4.97M -$73.7K -1,428 -2%
SAM
20
Stringer Asset Management
Tennessee
$4.41M -$169K -3,282 -4%
BFG
21
Beacon Financial Group
Texas
$4.03M +$90.4K +1,752 +2%
PWPS
22
Pinnacle Wealth Planning Services
Ohio
$3.79M -$374K -7,239 -9%
EH
23
Equitable Holdings
New York
$3.77M +$3.64M +70,586 New
AG
24
Advisor Group
Arizona
$3.59M +$602K +11,655 +21%
Citadel Advisors
25
Citadel Advisors
Florida
$3.5M +$2.35M +45,436 +227%

DWM Hedge Fund Activity: Q4 2019 in Review

139 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2019, worth a combined $416M — up 11% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new DWM positions and 9 closed out — a net gain of 20 holders — while 33 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Parsec Financial Management, cutting an estimated $9.68M.

  • 139 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $416M of WisdomTree International Equity Fund stock for Q4 2019, up 11% quarter-over-quarter.
  • 29 funds opened new WisdomTree International Equity Fund positions in Q4 2019 and 9 closed out, a net change of +20 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2019 was Royal Bank of Canada, an estimated $5.94M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2019 was Parsec Financial Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q4 2019.