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WisdomTree International Equity Fund
DWM

Overview Fund Activity

123 hedge funds and large institutions have $289M invested in WisdomTree International Equity Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 31 closing their positions.

Holders
123
Holders Change
-16
Holders Change %
-11.51%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
17
Increased
29
Reduced
50
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$47.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.5M
3
MHS
3
M Holdings Securities
Oregon
$10.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.43M
5
Creative Planning
5
Creative Planning
Kansas
$2.56M

Top Sellers

1
PFM
1
Parsec Financial Management
North Carolina
$18.7M
2
RJA
2
Raymond James & Associates
Florida
$4.87M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$813K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$698K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.41M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$47.8M 1,211,428 +577,409 +91%
Morgan Stanley
2
Morgan Stanley
New York
$34.5M 873,257 +282,881 +48%
SEIA
3
Signature Estate & Investment Advisors
California
$25.7M 651,656 -4,666 -0.7%
PFM
4
Parsec Financial Management
North Carolina
$18.7M 474,437 -291,230 -38%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.1M 358,030 -12,639 -3%
Bank of America
6
Bank of America
North Carolina
$13.2M 334,880 -46,898 -12%
MHS
7
M Holdings Securities
Oregon
$10.5M 264,784 +240,991 +1,013%
FWCM
8
Ferguson Wellman Capital Management
Oregon
$8.63M 218,640 -75,852 -26%
SWM
9
Shakespeare Wealth Management
Wisconsin
$8.36M 211,607 +37,223 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.97M 201,919 -53,565 -21%
MWM
11
Mission Wealth Management
California
$7.55M 191,279 -16,735 -8%
Wells Fargo
12
Wells Fargo
California
$6.86M 173,595 -75,846 -30%
TFA
13
Tobias Financial Advisors
Florida
$6.02M 152,312 +6,462 +4%
RJA
14
Raymond James & Associates
Florida
$4.87M 123,435 -222,934 -64%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.43M 455,591 +455,591 New
PT
16
Plimoth Trust
Massachusetts
$4.23M 107,204 -968 -0.9%
JWA
17
JFS Wealth Advisors
Pennsylvania
$4.21M 106,500 +7,121 +7%
BFG
18
Beacon Financial Group
Texas
$4.08M 102,955 +27,699 +37%
MWP
19
Moller Wealth Partners
$3.37M 85,238 -7,773 -8%
PWPS
20
Pinnacle Wealth Planning Services
Ohio
$3.28M 83,190 +12,256 +17%
Citadel Advisors
21
Citadel Advisors
Florida
$3.15M 79,689 +14,220 +22%
Creative Planning
22
Creative Planning
Kansas
$2.56M 64,692 +60,286 +1,368%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.41M 60,979 -149,100 -71%
VA
24
Valmark Advisers
Ohio
$2.34M 59,227 -1,240 -2%
LPL Financial
25
LPL Financial
California
$2.22M 56,206 +1,776 +3%
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