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WisdomTree International Equity Fund
DWM

Overview Fund Activity

129 hedge funds and large institutions have $370M 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, 44 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.03%
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
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFA
1
Legacy Financial Advisors
Kentucky
$14.7M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.6M
3
OMC
3
Old Mission Capital
Illinois
$3.64M
4
FTUS
4
Flow Traders U.S.
New York
$2.03M
5
OWA
5
Octavia Wealth Advisors
Ohio
$22.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.7M
2
Jane Street
2
Jane Street
New York
$3.21M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$6.81M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.74M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.7M 1,133,990 -175,924 -13%
LPL Financial
2
LPL Financial
California
$35.8M 715,363 +23,702 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$22.2M 443,606 +24,304 +6%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.8M 396,440 +1,815 +0.5%
MHS
5
M Holdings Securities
Oregon
$17.2M 343,625 -24,627 -7%
Bank of America
6
Bank of America
North Carolina
$15.3M 306,789 +1,620 +0.5%
LFA
7
Legacy Financial Advisors
Kentucky
$14.7M 293,337 +278,594 +1,890%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$13.6M 271,241 +271,241 New
Wells Fargo
9
Wells Fargo
California
$13.1M 261,095 -9,784 -4%
UBS Group
10
UBS Group
Switzerland
$12.7M 253,043 +14,234 +6%
TFA
11
Tobias Financial Advisors
Florida
$10M 200,694 +2,387 +1%
FWP
12
Falcon Wealth Planning
California
$9.81M 196,124 +8,653 +5%
HSA
13
HBK Sorce Advisory
Pennsylvania
$6.81M 136,180 -76,263 -36%
VA
14
Valmark Advisers
Ohio
$6.2M 123,898 +22,678 +22%
MWP
15
Moller Wealth Partners
$6.07M 121,354 -6,464 -5%
MWM
16
Mission Wealth Management
California
$5.1M 101,895 -14,040 -12%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.74M 94,730 -41,403 -30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.47M 89,304 +4,380 +5%
DWMG
19
DB Wealth Management Group
California
$4.36M 87,168 -3,681 -4%
AWM
20
AE Wealth Management
Kansas
$3.86M 77,151 -5,040 -6%
TCMP
21
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.81M 76,160 -6,257 -8%
CIS
22
Connors Investor Services
Pennsylvania
$3.69M 73,835 -590 -0.8%
OMC
23
Old Mission Capital
Illinois
$3.64M 72,823 +50,317 +224%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.59M 71,745 -277 -0.4%
JWA
25
JFS Wealth Advisors
Pennsylvania
$3.29M 65,835 -4,022 -6%
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