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WisdomTree International Equity Fund
DWM

128 hedge funds and large institutions have $433M invested in WisdomTree International Equity Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

22% more capital invested

Capital invested by funds: $356M → $433M (+$77.2M)

9.69% more ownership

Funds ownership: 64.34% → 74.02% (+9.7%)

5% more funds holding

Funds holding: 122 → 128 (+6)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
33
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.13M
3
MHS
M Holdings Securities
Oregon
+$1.77M
4
LPL Financial
LPL Financial
California
+$1.21M
5
SWM
Shakespeare Wealth Management
Wisconsin
+$961K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$6.1M
2
FTUS
Flow Traders U.S.
New York
-$3.89M
3
FWP
Falcon Wealth Planning
California
-$2.8M
4
AWM
AE Wealth Management
Kansas
-$779K
5
UBS Group
UBS Group
Switzerland
-$778K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$111M +$51.2M +1,037,526 +96%
LPL Financial
2
LPL Financial
California
$41.4M +$1.21M +24,506 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$25.5M +$724K +14,665 +3%
SWM
4
Shakespeare Wealth Management
Wisconsin
$22.3M +$961K +19,467 +5%
MHS
5
M Holdings Securities
Oregon
$21.1M +$1.77M +35,755 +10%
LFA
6
Legacy Financial Advisors
Kentucky
$19.2M +$513K +10,394 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$19.1M +$181K +3,676 +1%
Bank of America
8
Bank of America
North Carolina
$16.5M +$107K +2,177 +0.7%
Wells Fargo
9
Wells Fargo
California
$14.4M +$418K +8,468 +3%
UBS Group
10
UBS Group
Switzerland
$12.6M -$778K -15,752 -6%
VA
11
Valmark Advisers
Ohio
$6.46M +$30.4K +615 +0.5%
MWP
12
Moller Wealth Partners
$6.37M -$6.81K -138 -0.1%
DWMG
13
DB Wealth Management Group
California
$4.83M +$13.3K +270 +0.3%
MWM
14
Mission Wealth Management
California
$4.82M -$212K -4,292 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$4.65M +$4.13M +83,649 +1,687%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.47M -$431K -8,722 -9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.42M -$12.9K -262 -0.3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$4.32M -$137K -2,784 -3%
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.21M -$492K -9,960 -11%
TFA
20
Tobias Financial Advisors
Florida
$3.9M -$537K -10,868 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.87M -$113K -2,284 -3%
RJA
22
Raymond James & Associates
Florida
$3.17M +$15.7K +319 +0.5%
AWM
23
AE Wealth Management
Kansas
$3.09M -$779K -15,779 -21%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.07M -$767K -15,535 -21%
SEI Investments
25
SEI Investments
Pennsylvania
$2.79M +$90.3K +1,830 +4%
1
2 3 4 5

DWM Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2023, worth a combined $433M — up 22% from $356M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DWM positions and 6 closed out — a net gain of 7 holders — while 33 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.2M. The largest seller was Old Mission Capital, cutting an estimated $6.1M.

  • 128 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $433M of WisdomTree International Equity Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 13 funds opened new WisdomTree International Equity Fund positions in Q4 2023 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $51.2M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2023 was Old Mission Capital, an estimated $6.1M sold.

Based on aggregated 13F filings for Q4 2023.