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WisdomTree International Equity Fund

132 hedge funds and large institutions have $329M invested in WisdomTree International Equity Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

4% more funds holding

Funds holding: 127132 (+5)

3.05% more ownership

Funds ownership: 55.96%59.01% (+3.1%)

7% less capital invested

Capital invested by funds: $353M → $329M (-$23.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% 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
52
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$68.8M +$11.7M +236,096 +18%
Morgan Stanley
2
Morgan Stanley
New York
$41M +$3.02M +60,849 +7%
LPL Financial
3
LPL Financial
California
$17.6M +$12.5M +252,260 +186%
SWM
4
Shakespeare Wealth Management
Wisconsin
$16.3M +$136K +2,741 +0.8%
UBS Group
5
UBS Group
Switzerland
$16.2M +$7.73M +155,628 +77%
Bank of America
6
Bank of America
North Carolina
$12.1M +$615K +12,375 +5%
MHS
7
M Holdings Securities
Oregon
$10.7M +$93.9K +1,889 +0.8%
Wells Fargo
8
Wells Fargo
California
$9.82M -$369K -7,429 -3%
MWP
9
Moller Wealth Partners
$7.11M -$13.7K -276 -0.2%
PWPS
10
Pinnacle Wealth Planning Services
Ohio
$6.91M -$2.22M -44,601 -23%
OWA
11
Octavia Wealth Advisors
Ohio
$6.89M +$454K +9,135 +6%
MWM
12
Mission Wealth Management
California
$6.86M -$217K -4,375 -3%
FWP
13
Falcon Wealth Planning
California
$6.31M +$119K +2,404 +2%
TFA
14
Tobias Financial Advisors
Florida
$5.88M -$589K -11,855 -8%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.92M +$255K +5,136 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.71M -$42.7K -859 -0.8%
AWM
17
AE Wealth Management
Kansas
$4.08M -$510K -10,272 -10%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4M -$583K -11,735 -12%
VA
19
Valmark Advisers
Ohio
$3.88M +$583K +11,737 +16%
PAG
20
Private Advisor Group
New Jersey
$3.6M -$92.1K -1,853 -2%
CIS
21
Connors Investor Services
Pennsylvania
$3.21M -$327K -6,585 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$3.2M +$3.5M +70,485 New
JWA
23
JFS Wealth Advisors
Pennsylvania
$3.03M +$80.2K +1,613 +2%
RJA
24
Raymond James & Associates
Florida
$2.84M -$139K -2,802 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.49M +$202K +4,068 +8%

DWM Hedge Fund Activity: Q2 2022 in Review

132 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2022, worth a combined $329M — down 6.7% from $353M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DWM positions and 9 closed out — a net gain of 6 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.5M. The largest seller was Old Mission Capital, cutting an estimated $10.5M.

  • 132 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2022, up from 127 in Q1 2022.
  • Funds reported $329M of WisdomTree International Equity Fund stock for Q2 2022, down 6.7% quarter-over-quarter.
  • 15 funds opened new WisdomTree International Equity Fund positions in Q2 2022 and 9 closed out, a net change of +6 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2022 was LPL Financial, an estimated $12.5M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2022 was Old Mission Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.