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WisdomTree International Equity Fund

122 hedge funds and large institutions have $356M invested in WisdomTree International Equity Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% more ownership

Funds ownership: 63.95%64.34% (+0.39%)

4% less capital invested

Capital invested by funds: $371M → $356M (-$14.9M)

6% less funds holding

Funds holding: 130122 (-8)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
5
Increased
40
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.2M -$2.75M -55,072 -5%
LPL Financial
2
LPL Financial
California
$36.9M +$2.39M +47,869 +7%
OWA
3
Octavia Wealth Advisors
Ohio
$22.7M +$1.33M +26,580 +6%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.6M +$459K +9,195 +2%
MHS
5
M Holdings Securities
Oregon
$17.7M +$1.12M +22,367 +7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$17.4M +$4.45M +89,044 +33%
LFA
7
Legacy Financial Advisors
Kentucky
$17.2M +$3.14M +62,861 +21%
Bank of America
8
Bank of America
North Carolina
$15.1M +$303K +6,058 +2%
Wells Fargo
9
Wells Fargo
California
$12.9M +$258K +5,165 +2%
UBS Group
10
UBS Group
Switzerland
$12.4M +$176K +3,528 +1%
OMC
11
Old Mission Capital
Illinois
$8.3M +$4.94M +98,757 +136%
VA
12
Valmark Advisers
Ohio
$5.91M -$79.1K -1,582 -1%
MWP
13
Moller Wealth Partners
$5.87M
FTUS
14
Flow Traders U.S.
New York
$4.78M +$2.91M +58,185 +143%
MWM
15
Mission Wealth Management
California
$4.65M -$286K -5,719 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.54M -$40.7K -814 -0.9%
DWMG
17
DB Wealth Management Group
California
$4.44M +$230K +4,597 +5%
HSA
18
HBK Sorce Advisory
Pennsylvania
$4.36M -$2.3M -46,083 -34%
TFA
19
Tobias Financial Advisors
Florida
$4.11M -$5.78M -115,616 -58%
JWA
20
JFS Wealth Advisors
Pennsylvania
$4.11M +$961K +19,232 +29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.08M -$241K -4,823 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.67M +$210K +4,204 +6%
AWM
23
AE Wealth Management
Kansas
$3.63M -$105K -2,103 -3%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.58M -$105K -2,104 -3%
FWP
25
Falcon Wealth Planning
California
$3.46M -$6.22M -124,502 -63%

DWM Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2023, worth a combined $356M — down 4% from $371M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DWM and 5 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 40 added.

The largest buyer was Old Mission Capital, adding an estimated $4.94M. The largest seller was Falcon Wealth Planning, cutting an estimated $6.22M.

  • 122 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2023, down from 130 in Q2 2023.
  • Funds reported $356M of WisdomTree International Equity Fund stock for Q3 2023, down 4% quarter-over-quarter.
  • 5 funds opened new WisdomTree International Equity Fund positions in Q3 2023 and 13 closed out, a net change of -8 holders.
  • The largest WisdomTree International Equity Fund buyer in Q3 2023 was Old Mission Capital, an estimated $4.94M added.
  • The largest WisdomTree International Equity Fund seller in Q3 2023 was Falcon Wealth Planning, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2023.