WisdomTree International Equity Fund
DWM
124 hedge funds and large institutions have $351M invested in WisdomTree International Equity Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
2.84% more ownership
Funds ownership: 61.96% → 64.8% (+2.8%)
2% more funds holding
Funds holding: 121 → 124 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 45
29% less capital inflows, than outflows
Capital inflows: $46.2M | Capital outflows: $65.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.9M |
| 2 |
Morgan Stanley
New York
|
+$8.02M |
| 3 |
Flow Traders U.S.
New York
|
+$4.4M |
| 4 |
DB Wealth Management Group
San Diego,
California
|
+$4M |
| 5 |
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$43.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.57M |
| 3 |
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
-$2.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.31M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$1.23M |
DWM Hedge Fund Activity: Q4 2022 in Review
124 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2022, worth a combined $351M — up 9.7% from $320M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new DWM positions and 12 closed out — a net gain of 6 holders — while 41 added to existing stakes and 45 trimmed.
The largest buyer was LPL Financial, adding an estimated $9.9M. The largest seller was HBK Sorce Advisory, cutting an estimated $43.9M.
- 124 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2022, up from 121 in Q3 2022.
- Funds reported $351M of WisdomTree International Equity Fund stock for Q4 2022, up 9.7% quarter-over-quarter.
- 18 funds opened new WisdomTree International Equity Fund positions in Q4 2022 and 12 closed out, a net change of +6 holders.
- The largest WisdomTree International Equity Fund buyer in Q4 2022 was LPL Financial, an estimated $9.9M added.
- The largest WisdomTree International Equity Fund seller in Q4 2022 was HBK Sorce Advisory, an estimated $43.9M sold.
Based on aggregated 13F filings for Q4 2022.