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WisdomTree International Equity Fund

128 hedge funds and large institutions have $318M invested in WisdomTree International Equity Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 113128 (+15)

6% more capital invested

Capital invested by funds: $301M → $318M (+$17M)

1.58% more ownership

Funds ownership: 49.7%51.28% (+1.6%)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
46
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$45.2M +$1.69M +31,563 +4%
Morgan Stanley
2
Morgan Stanley
New York
$45M +$761K +14,209 +2%
SWM
3
Shakespeare Wealth Management
Wisconsin
$18.5M +$1.4M +26,041 +8%
Bank of America
4
Bank of America
North Carolina
$13.6M -$1.32M -24,577 -9%
PWPS
5
Pinnacle Wealth Planning Services
Ohio
$11.2M +$327K +6,112 +3%
Jane Street
6
Jane Street
New York
$10.8M +$10.7M +199,004 New
UBS Group
7
UBS Group
Switzerland
$10.8M +$341K +6,371 +3%
Wells Fargo
8
Wells Fargo
California
$10.6M +$235K +4,386 +2%
MWM
9
Mission Wealth Management
California
$9.08M -$555K -10,357 -6%
MWP
10
Moller Wealth Partners
$7.55M -$1.04M -19,344 -12%
OWA
11
Octavia Wealth Advisors
Ohio
$7.05M +$1.14M +21,218 +19%
FWP
12
Falcon Wealth Planning
California
$6.46M +$580K +10,819 +10%
Citadel Advisors
13
Citadel Advisors
Florida
$6.26M +$6.2M +115,796 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.6M +$309K +5,775 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.44M +$216K +4,034 +4%
LPL Financial
16
LPL Financial
California
$4.75M +$403K +7,521 +9%
TCMP
17
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.58M +$777K +14,499 +21%
PAG
18
Private Advisor Group
New Jersey
$4.22M +$429K +8,012 +11%
CIS
19
Connors Investor Services
Pennsylvania
$4.06M +$484K +9,025 +14%
AWM
20
AE Wealth Management
Kansas
$3.96M +$3.93M +73,324 New
VA
21
Valmark Advisers
Ohio
$3.82M +$121K +2,251 +3%
RJA
22
Raymond James & Associates
Florida
$3.79M +$1.94M +36,275 +108%
JWA
23
JFS Wealth Advisors
Pennsylvania
$3.59M +$31.8K +594 +0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.94M +$360K +6,728 +14%
SEI Investments
25
SEI Investments
Pennsylvania
$2.87M +$840K +15,678 +42%

DWM Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2021, worth a combined $318M — up 5.6% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DWM positions and 7 closed out — a net gain of 15 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.7M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.9M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $318M of WisdomTree International Equity Fund stock for Q4 2021, up 5.6% quarter-over-quarter.
  • 22 funds opened new WisdomTree International Equity Fund positions in Q4 2021 and 7 closed out, a net change of +15 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2021 was Jane Street, an estimated $10.7M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2021.