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WisdomTree International Equity Fund

112 hedge funds and large institutions have $283M invested in WisdomTree International Equity Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $290M → $283M (-$7.22M)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

3.31% less ownership

Funds ownership: 52.54%49.23% (-3.3%)

10% less funds holding

Funds holding: 124112 (-12)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
39
Reduced
43
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.1M -$1.52M -35,918 -4%
SEIA
2
Signature Estate & Investment Advisors
California
$33.3M +$4.28M +101,109 +16%
UBS Group
3
UBS Group
Switzerland
$21.1M -$31.1M -734,784 -61%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.2M +$334K +7,883 +2%
MHS
5
M Holdings Securities
Oregon
$12.9M +$1.14M +26,801 +10%
Bank of America
6
Bank of America
North Carolina
$11.6M -$3.04M -71,822 -21%
SWM
7
Shakespeare Wealth Management
Wisconsin
$10.9M +$1.44M +34,002 +16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.69M -$241K -5,687 -3%
MWM
9
Mission Wealth Management
California
$8.4M -$62.1K -1,466 -0.8%
MWP
10
Moller Wealth Partners
$8.22M +$4.26M +100,420 +118%
FWCM
11
Ferguson Wellman Capital Management
Oregon
$8.01M -$1.6M -37,707 -17%
Wells Fargo
12
Wells Fargo
California
$7.81M +$118K +2,779 +2%
PFM
13
Parsec Financial Management
North Carolina
$7.41M -$13M -307,064 -65%
RJA
14
Raymond James & Associates
Florida
$6.23M +$733K +17,305 +14%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.68M -$13.9M -327,300 -72%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.23M +$2.42M +57,221 +94%
PWPS
17
Pinnacle Wealth Planning Services
Ohio
$4.57M +$1.05M +24,838 +30%
JWA
18
JFS Wealth Advisors
Pennsylvania
$4.33M -$367K -8,654 -8%
PT
19
Plimoth Trust
Massachusetts
$4.22M -$505K -11,925 -11%
TFA
20
Tobias Financial Advisors
Florida
$3.39M -$3.21M -75,703 -50%
Creative Planning
21
Creative Planning
Kansas
$3.27M +$390K +9,194 +14%
Jane Street
22
Jane Street
New York
$2.81M +$2.69M +63,480 New
VA
23
Valmark Advisers
Ohio
$2.67M +$50.7K +1,197 +2%
PAG
24
Private Advisor Group
New Jersey
$2.53M +$323K +7,627 +15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.53M +$1.67M +39,428 +223%

DWM Hedge Fund Activity: Q2 2020 in Review

112 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2020, worth a combined $283M — down 2.5% from $290M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DWM and 8 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 39 added.

The largest buyer was Signature Estate & Investment Advisors, adding an estimated $4.28M. The largest seller was UBS Group, cutting an estimated $31.1M.

  • 112 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2020, down from 124 in Q1 2020.
  • Funds reported $283M of WisdomTree International Equity Fund stock for Q2 2020, down 2.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree International Equity Fund positions in Q2 2020 and 20 closed out, a net change of -12 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2020 was Signature Estate & Investment Advisors, an estimated $4.28M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2020 was UBS Group, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2020.