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WisdomTree International Equity Fund
DWM

Overview Fund Activity

128 hedge funds and large institutions have $357M invested in WisdomTree International Equity Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
42
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.3M
2
OWA
2
Octavia Wealth Advisors
Ohio
$20.9M
3
AO
3
Advisor OS
Illinois
$2.1M
4
LPL Financial
4
LPL Financial
California
$34.4M
5
PIA
5
Perennial Investment Advisors
California
$1.47M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$10.6M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$65.1M
4
OMC
4
Old Mission Capital
Illinois
$1.12M
5
FFG
5
Ford Financial Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.1M 1,309,914 -46,253 -3%
LPL Financial
2
LPL Financial
California
$34.4M 691,661 +32,213 +5%
OWA
3
Octavia Wealth Advisors
Ohio
$20.9M 419,302 +61,030 +17%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.6M 394,625 -6,353 -2%
MHS
5
M Holdings Securities
Oregon
$18.3M 368,252 +1,028 +0.3%
Bank of America
6
Bank of America
North Carolina
$15.2M 305,169 +1,382 +0.5%
Wells Fargo
7
Wells Fargo
California
$13.5M 270,879 +14,775 +6%
UBS Group
8
UBS Group
Switzerland
$11.9M 238,809 +20,341 +9%
HSA
9
HBK Sorce Advisory
Pennsylvania
$10.6M 212,443 -281,275 -57%
TFA
10
Tobias Financial Advisors
Florida
$9.86M 198,307 +4,003 +2%
FWP
11
Falcon Wealth Planning
California
$9.32M 187,471 +12,999 +7%
Jane Street
12
Jane Street
New York
$7.3M 146,844 +107,095 +269%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.77M 136,133 +2,941 +2%
MWP
14
Moller Wealth Partners
$6.36M 127,818 -1,151 -0.9%
MWM
15
Mission Wealth Management
California
$5.77M 115,935 -4,516 -4%
VA
16
Valmark Advisers
Ohio
$5.03M 101,220 +3,993 +4%
DWMG
17
DB Wealth Management Group
California
$4.52M 90,849 +1,340 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.22M 84,924 -25,837 -23%
TCMP
19
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.09M 82,417 -307 -0.4%
AWM
20
AE Wealth Management
Kansas
$4.09M 82,191 -593 -0.7%
CIS
21
Connors Investor Services
Pennsylvania
$3.7M 74,425 +5,305 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.58M 72,022 -927 -1%
JWA
23
JFS Wealth Advisors
Pennsylvania
$3.47M 69,857 +417 +0.6%
RJA
24
Raymond James & Associates
Florida
$2.95M 59,255 +957 +2%
PWPS
25
Pinnacle Wealth Planning Services
Ohio
$2.93M 58,960 -11,594 -16%
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