WisdomTree International Equity Fund
DWM
129 hedge funds and large institutions have $360M 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, 43 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 124 → 129 (+5)
2% more capital invested
Capital invested by funds: $351M → $360M (+$8.41M)
2% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 43
1.59% less ownership
Funds ownership: 64.8% → 63.21% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.31M |
| 2 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
+$3.03M |
| 3 |
AO
Advisor OS
Chicago,
Illinois
|
+$2.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.6M |
| 5 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$13.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$5.28M |
| 3 |
Morgan Stanley
New York
|
-$2.29M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.46M |
| 5 |
FFG
Ford Financial Group
Fresno,
California
|
-$1.42M |
DWM Hedge Fund Activity: Q1 2023 in Review
129 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2023, worth a combined $360M — up 2.4% from $351M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DWM positions and 10 closed out — a net gain of 6 holders — while 42 added to existing stakes and 43 trimmed.
The largest buyer was Jane Street, adding an estimated $5.31M. The largest seller was HBK Sorce Advisory, cutting an estimated $13.9M.
- 129 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2023, up from 124 in Q4 2022.
- Funds reported $360M of WisdomTree International Equity Fund stock for Q1 2023, up 2.4% quarter-over-quarter.
- 16 funds opened new WisdomTree International Equity Fund positions in Q1 2023 and 10 closed out, a net change of +6 holders.
- The largest WisdomTree International Equity Fund buyer in Q1 2023 was Jane Street, an estimated $5.31M added.
- The largest WisdomTree International Equity Fund seller in Q1 2023 was HBK Sorce Advisory, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2023.