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WisdomTree International Equity Fund
DWM

130 hedge funds and large institutions have $371M invested in WisdomTree International Equity Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

3% more capital invested

Capital invested by funds: $360M → $371M (+$11.7M)

1% more funds holding

Funds holding: 129 → 130 (+1)

0.74% more ownership

Funds ownership: 63.21% → 63.95% (+0.74%)

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
Legacy Financial Advisors
Kentucky
+$14.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.7M
3
OMC
Old Mission Capital
Illinois
+$2.54M
4
FTUS
Flow Traders U.S.
New York
+$2.05M
5
OWA
Octavia Wealth Advisors
Ohio
+$1.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.89M
2
Jane Street
Jane Street
New York
-$4.18M
3
HSA
HBK Sorce Advisory
Pennsylvania
-$3.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.09M
5
IFG
Independent Financial Group
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.7M -$8.89M -175,924 -13%
LPL Financial
2
LPL Financial
California
$35.8M +$1.2M +23,702 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$22.2M +$1.23M +24,304 +6%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.8M +$91.7K +1,815 +0.5%
MHS
5
M Holdings Securities
Oregon
$17.2M -$1.24M -24,627 -7%
Bank of America
6
Bank of America
North Carolina
$15.3M +$81.9K +1,620 +0.5%
LFA
7
Legacy Financial Advisors
Kentucky
$14.7M +$14.1M +278,594 +1,890%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$13.6M +$13.7M +271,241 New
Wells Fargo
9
Wells Fargo
California
$13.1M -$494K -9,784 -4%
UBS Group
10
UBS Group
Switzerland
$12.7M +$719K +14,234 +6%
TFA
11
Tobias Financial Advisors
Florida
$10M +$121K +2,387 +1%
FWP
12
Falcon Wealth Planning
California
$9.81M +$437K +8,653 +5%
HSA
13
HBK Sorce Advisory
Pennsylvania
$6.81M -$3.85M -76,263 -36%
VA
14
Valmark Advisers
Ohio
$6.2M +$1.15M +22,678 +22%
MWP
15
Moller Wealth Partners
$6.07M -$327K -6,464 -5%
MWM
16
Mission Wealth Management
California
$5.1M -$710K -14,040 -12%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.74M -$2.09M -41,403 -30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.47M +$221K +4,380 +5%
DWMG
19
DB Wealth Management Group
California
$4.36M -$186K -3,681 -4%
AWM
20
AE Wealth Management
Kansas
$3.86M -$255K -5,040 -6%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.81M -$316K -6,257 -8%
CIS
22
Connors Investor Services
Pennsylvania
$3.69M -$29.8K -590 -0.8%
OMC
23
Old Mission Capital
Illinois
$3.64M +$2.54M +50,317 +224%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.59M -$14K -277 -0.4%
JWA
25
JFS Wealth Advisors
Pennsylvania
$3.29M -$203K -4,022 -6%
1
2 3 4 5

DWM Hedge Fund Activity: Q2 2023 in Review

130 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2023, worth a combined $371M — up 3.2% from $360M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DWM positions and 8 closed out — a net gain of 2 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Legacy Financial Advisors, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $8.89M.

  • 130 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2023, up from 129 in Q1 2023.
  • Funds reported $371M of WisdomTree International Equity Fund stock for Q2 2023, up 3.2% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2023 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2023 was Legacy Financial Advisors, an estimated $14.1M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2023 was Morgan Stanley, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2023.