WisdomTree International Equity Fund
DWM
127 hedge funds and large institutions have $353M invested in WisdomTree International Equity Fund in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 15 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $318M → $353M (+$35.3M)
4.67% more ownership
Funds ownership: 51.28% → 55.96% (+4.7%)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 128 → 127 (-1)
Top Buyers
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$68M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$9.87M |
| 3 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$7.53M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.53M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.43M |
Top Sellers
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$43.5M |
| 2 |
Jane Street
New York
|
-$10.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.26M |
| 4 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
-$1.86M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.48M |
DWM Hedge Fund Activity: Q1 2022 in Review
127 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2022, worth a combined $353M — up 11% from $318M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DWM positions and 15 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.
The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $68M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $43.5M.
- 127 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2022, down from 128 in Q4 2021.
- Funds reported $353M of WisdomTree International Equity Fund stock for Q1 2022, up 11% quarter-over-quarter.
- 16 funds opened new WisdomTree International Equity Fund positions in Q1 2022 and 15 closed out, a net change of +1 holder.
- The largest WisdomTree International Equity Fund buyer in Q1 2022 was HBK Sorce Advisory, an estimated $68M added.
- The largest WisdomTree International Equity Fund seller in Q1 2022 was Signature Estate & Investment Advisors, an estimated $43.5M sold.
Based on aggregated 13F filings for Q1 2022.