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WisdomTree International Equity Fund
DWM

Overview Fund Activity

121 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, 45 reducing their positions, and 13 closing their positions.

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.93%
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
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$8.3M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$17.4M
3
LFA
3
Legacy Financial Advisors
Kentucky
$17.2M
4
FTUS
4
Flow Traders U.S.
New York
$4.78M
5
LPL Financial
5
LPL Financial
California
$36.9M

Top Sellers

1
FWP
1
Falcon Wealth Planning
California
$3.46M
2
TFA
2
Tobias Financial Advisors
Florida
$4.11M
3
CIS
3
Connors Investor Services
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$52.2M
5
HSA
5
HBK Sorce Advisory
Pennsylvania
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.2M 1,078,918 -55,072 -5%
LPL Financial
2
LPL Financial
California
$36.9M 763,232 +47,869 +7%
OWA
3
Octavia Wealth Advisors
Ohio
$22.7M 470,186 +26,580 +6%
SWM
4
Shakespeare Wealth Management
Wisconsin
$19.6M 405,635 +9,195 +2%
MHS
5
M Holdings Securities
Oregon
$17.7M 365,992 +22,367 +7%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$17.4M 360,285 +89,044 +33%
LFA
7
Legacy Financial Advisors
Kentucky
$17.2M 356,198 +62,861 +21%
Bank of America
8
Bank of America
North Carolina
$15.1M 312,847 +6,058 +2%
Wells Fargo
9
Wells Fargo
California
$12.9M 266,260 +5,165 +2%
UBS Group
10
UBS Group
Switzerland
$12.4M 256,571 +3,528 +1%
OMC
11
Old Mission Capital
Illinois
$8.3M 171,580 +98,757 +136%
VA
12
Valmark Advisers
Ohio
$5.91M 122,316 -1,582 -1%
MWP
13
Moller Wealth Partners
$5.87M 121,354 – –
FTUS
14
Flow Traders U.S.
New York
$4.78M 98,794 +58,185 +143%
MWM
15
Mission Wealth Management
California
$4.65M 96,176 -5,719 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.54M 93,916 -814 -0.9%
DWMG
17
DB Wealth Management Group
California
$4.44M 91,765 +4,597 +5%
HSA
18
HBK Sorce Advisory
Pennsylvania
$4.36M 90,097 -46,083 -34%
TFA
19
Tobias Financial Advisors
Florida
$4.11M 85,078 -115,616 -58%
JWA
20
JFS Wealth Advisors
Pennsylvania
$4.11M 85,067 +19,232 +29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.08M 84,481 -4,823 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.67M 75,949 +4,204 +6%
AWM
23
AE Wealth Management
Kansas
$3.63M 75,048 -2,103 -3%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.58M 74,056 -2,104 -3%
FWP
25
Falcon Wealth Planning
California
$3.46M 71,622 -124,502 -63%
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