WisdomTree International Equity Fund
DWM
108 hedge funds and large institutions have $279M invested in WisdomTree International Equity Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 9 closing their positions.
1.4% more ownership
Funds ownership: 49.23% → 50.63% (+1.4%)
8% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 37
2% less capital invested
Capital invested by funds: $283M → $279M (-$4.42M)
4% less funds holding
Funds holding: 112 → 108 (-4)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$2.81M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$2.48M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$2.39M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.8M |
| 5 |
Jane Street
New York
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.81M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.66M |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$2.15M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.91M |
| 5 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
-$1.83M |
DWM Hedge Fund Activity: Q3 2020 in Review
108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2020, worth a combined $279M — down 1.6% from $283M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DWM and 7 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 40 added.
The largest buyer was Beacon Financial Group, adding an estimated $2.81M. The largest seller was Raymond James & Associates, cutting an estimated $3.81M.
- 108 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2020, down from 112 in Q2 2020.
- Funds reported $279M of WisdomTree International Equity Fund stock for Q3 2020, down 1.6% quarter-over-quarter.
- 7 funds opened new WisdomTree International Equity Fund positions in Q3 2020 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2020 was Beacon Financial Group, an estimated $2.81M added.
- The largest WisdomTree International Equity Fund seller in Q3 2020 was Raymond James & Associates, an estimated $3.81M sold.
Based on aggregated 13F filings for Q3 2020.