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WisdomTree International Equity Fund
DWM

Overview Fund Activity

117 hedge funds and large institutions have $307M invested in WisdomTree International Equity Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
30
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$2.48M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.2M
3
SWM
Shakespeare Wealth Management
Wisconsin
$15.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.03M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$17.5M
2
Jane Street
Jane Street
New York
$812K
3
BFG
Beacon Financial Group
Texas
$1.73M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$6.69M
5
BRWM
B. Riley Wealth Management
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
1
Signature Estate & Investment Advisors
California
$41.5M +$660K +13,030 +2%
Morgan Stanley
2
Morgan Stanley
New York
$39.4M -$1.05M -20,748 -3%
UBS Group
3
UBS Group
Switzerland
$17.5M -$5.67M -112,061 -24%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.9M -$1.14M -22,592 -6%
SWM
5
Shakespeare Wealth Management
Wisconsin
$15.1M +$1.92M +37,944 +15%
MHS
6
M Holdings Securities
Oregon
$14.9M -$105K -2,065 -0.7%
Bank of America
7
Bank of America
North Carolina
$14M +$133K +2,629 +1%
MWM
8
Mission Wealth Management
California
$10.1M -$21K -415 -0.2%
Wells Fargo
9
Wells Fargo
California
$9.77M +$349K +6,887 +4%
MWP
10
Moller Wealth Partners
$7.32M -$887K -17,511 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.69M -$2.99M -59,119 -31%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.66M -$883K -17,453 -14%
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$5.31M +$146K +3,040 +3%
FWCM
14
Ferguson Wellman Capital Management
Oregon
$5.3M -$1.51M -29,844 -22%
PFM
15
Parsec Financial Management
North Carolina
$5.02M -$1.45M -28,566 -22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.77M +$1.45M +28,611 +44%
JWA
17
JFS Wealth Advisors
Pennsylvania
$4.53M -$118K -2,336 -3%
TFA
18
Tobias Financial Advisors
Florida
$4.43M +$371K +7,320 +9%
OWA
19
Octavia Wealth Advisors
Ohio
$4.08M +$4.08M +80,637 New
FWP
20
Falcon Wealth Planning
California
$3.99M +$3.99M +78,878 New
PT
21
Plimoth Trust
Massachusetts
$3.56M -$706K -13,945 -17%
PAG
22
Private Advisor Group
New Jersey
$3.14M +$36.2K +716 +1%
VA
23
Valmark Advisers
Ohio
$3.13M +$32.7K +646 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.04M -$27.8K -549 -0.9%
CIS
25
Connors Investor Services
Pennsylvania
$3.01M +$253K +4,995 +9%
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