We are live on ! Find out more
DWM icon

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

10% more capital invested

Capital invested by funds: $320M → $351M (+$30.9M)

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

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
41
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.95M
2
Morgan Stanley
Morgan Stanley
New York
+$8.02M
3
FTUS
Flow Traders U.S.
New York
+$4.4M
4
DWMG
DB Wealth Management Group
California
+$4M
5
OWA
Octavia Wealth Advisors
Ohio
+$2.05M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$43.9M
2
UBS Group
UBS Group
Switzerland
-$3.57M
3
PWPS
Pinnacle Wealth Planning Services
Ohio
-$2.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.31M
5
PAG
Private Advisor Group
New Jersey
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.8M +$8.02M +179,593 +15%
LPL Financial
2
LPL Financial
California
$31M +$9.95M +222,696 +51%
HSA
3
HBK Sorce Advisory
Pennsylvania
$23.2M -$43.9M -981,545 -67%
SWM
4
Shakespeare Wealth Management
Wisconsin
$18.9M +$1.04M +23,293 +6%
MHS
5
M Holdings Securities
Oregon
$17.3M -$572K -12,794 -3%
OWA
6
Octavia Wealth Advisors
Ohio
$16.9M +$2.05M +45,847 +15%
Bank of America
7
Bank of America
North Carolina
$14.3M -$964K -21,571 -7%
Wells Fargo
8
Wells Fargo
California
$12M +$1.46M +32,715 +15%
UBS Group
9
UBS Group
Switzerland
$10.3M -$3.57M -79,829 -27%
TFA
10
Tobias Financial Advisors
Florida
$9.14M +$508K +11,371 +6%
FWP
11
Falcon Wealth Planning
California
$8.21M +$444K +9,943 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.27M +$662K +14,807 +13%
MWP
13
Moller Wealth Partners
$6.07M -$976K -21,835 -14%
MWM
14
Mission Wealth Management
California
$5.67M -$1.15M -25,839 -18%
FTUS
15
Flow Traders U.S.
New York
$5.28M +$4.4M +98,537 +719%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.21M +$17.6K +393 +0.4%
VA
17
Valmark Advisers
Ohio
$4.57M +$316K +7,064 +8%
DWMG
18
DB Wealth Management Group
California
$4.21M +$4M +89,509 New
AWM
19
AE Wealth Management
Kansas
$3.89M -$609K -13,636 -14%
TCMP
20
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.89M -$604K -13,525 -14%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.43M -$55.7K -1,247 -2%
PWPS
22
Pinnacle Wealth Planning Services
Ohio
$3.32M -$2.5M -56,044 -44%
JWA
23
JFS Wealth Advisors
Pennsylvania
$3.27M +$83.2K +1,863 +3%
CIS
24
Connors Investor Services
Pennsylvania
$3.25M -$47.1K -1,055 -2%
IFG
25
Independent Financial Group
California
$2.84M +$126K +2,825 +5%
1
2 3 4 5

DWM Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 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 $9.95M. 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 $9.95M 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.