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WisdomTree International Equity Fund
DWM

Overview Fund Activity

131 hedge funds and large institutions have $327M invested in WisdomTree International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
51
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17.6M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$68.8M
3
UBS Group
3
UBS Group
Switzerland
$16.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$41M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$853K
2
PWPS
2
Pinnacle Wealth Planning Services
Ohio
$6.91M
3
Creative Planning
3
Creative Planning
Kansas
$1.79M
4
PFM
4
Parsec Financial Management
North Carolina
$944K
5
TFA
5
Tobias Financial Advisors
Florida
$5.88M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$68.8M 1,513,337 +236,096 +18%
Morgan Stanley
2
Morgan Stanley
New York
$41M 901,788 +60,849 +7%
LPL Financial
3
LPL Financial
California
$17.6M 387,579 +252,260 +186%
SWM
4
Shakespeare Wealth Management
Wisconsin
$16.3M 356,944 +2,741 +0.8%
UBS Group
5
UBS Group
Switzerland
$16.2M 357,460 +155,628 +77%
Bank of America
6
Bank of America
North Carolina
$12.1M 267,196 +12,375 +5%
MHS
7
M Holdings Securities
Oregon
$10.7M 235,586 +1,889 +0.8%
Wells Fargo
8
Wells Fargo
California
$9.82M 216,177 -7,429 -3%
MWP
9
Moller Wealth Partners
$7.11M 156,528 -276 -0.2%
PWPS
10
Pinnacle Wealth Planning Services
Ohio
$6.91M 151,977 -44,601 -23%
OWA
11
Octavia Wealth Advisors
Ohio
$6.9M 153,312 +9,135 +6%
MWM
12
Mission Wealth Management
California
$6.86M 151,050 -4,375 -3%
FWP
13
Falcon Wealth Planning
California
$6.31M 138,913 +2,404 +2%
TFA
14
Tobias Financial Advisors
Florida
$5.88M 129,497 -11,855 -8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.93M 108,395 +5,136 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.71M 103,593 -859 -0.8%
AWM
17
AE Wealth Management
Kansas
$4.08M 89,694 -10,272 -10%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4M 88,039 -11,735 -12%
VA
19
Valmark Advisers
Ohio
$3.88M 85,405 +11,737 +16%
PAG
20
Private Advisor Group
New Jersey
$3.6M 79,323 -1,853 -2%
CIS
21
Connors Investor Services
Pennsylvania
$3.21M 70,730 -6,585 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$3.2M 70,485 +70,485 New
JWA
23
JFS Wealth Advisors
Pennsylvania
$3.03M 66,673 +1,613 +2%
RJA
24
Raymond James & Associates
Florida
$2.84M 62,446 -2,802 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.49M 54,709 +4,068 +8%
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