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WisdomTree International Equity Fund
DWM

Overview Fund Activity

120 hedge funds and large institutions have $318M invested in WisdomTree International Equity Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
-11
Holders Change %
-8.4%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
38
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.2M
2
OWA
2
Octavia Wealth Advisors
Ohio
$12.5M
3
MHS
3
M Holdings Securities
Oregon
$15.3M
4
Bank of America
4
Bank of America
North Carolina
$13.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.43M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$12M
2
Citadel Advisors
2
Citadel Advisors
Florida
$755K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$59.2M
5
PAG
5
Private Advisor Group
New Jersey
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$59.2M 1,475,263 -38,074 -3%
Morgan Stanley
2
Morgan Stanley
New York
$47.2M 1,176,574 +274,786 +30%
LPL Financial
3
LPL Financial
California
$17.5M 436,752 +49,173 +13%
MHS
4
M Holdings Securities
Oregon
$15.3M 380,018 +144,432 +61%
SWM
5
Shakespeare Wealth Management
Wisconsin
$15.2M 377,685 +20,741 +6%
Bank of America
6
Bank of America
North Carolina
$13.1M 325,358 +58,162 +22%
OWA
7
Octavia Wealth Advisors
Ohio
$12.5M 312,425 +159,113 +104%
UBS Group
8
UBS Group
Switzerland
$12M 298,297 -59,163 -17%
Wells Fargo
9
Wells Fargo
California
$8.97M 223,389 +7,212 +3%
TFA
10
Tobias Financial Advisors
Florida
$7.35M 182,933 +53,436 +41%
FWP
11
Falcon Wealth Planning
California
$6.61M 164,529 +25,616 +18%
MWP
12
Moller Wealth Partners
$6.06M 150,804 -5,724 -4%
MWM
13
Mission Wealth Management
California
$5.87M 146,290 -4,760 -3%
PWPS
14
Pinnacle Wealth Planning Services
Ohio
$5.08M 126,598 -25,379 -17%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.75M 118,385 +9,990 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.43M 110,368 +55,659 +102%
AWM
17
AE Wealth Management
Kansas
$3.87M 96,420 +6,726 +7%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.86M 96,249 +8,210 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.7M 92,244 +42,153 +84%
VA
20
Valmark Advisers
Ohio
$3.62M 90,163 +4,758 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.98M 74,196 -29,397 -28%
CIS
22
Connors Investor Services
Pennsylvania
$2.82M 70,175 -555 -0.8%
JWA
23
JFS Wealth Advisors
Pennsylvania
$2.71M 67,577 +904 +1%
RJA
24
Raymond James & Associates
Florida
$2.48M 61,722 -724 -1%
Jane Street
25
Jane Street
New York
$2.2M 54,709 +54,709 New
1
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