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WisdomTree International Equity Fund
DWM

Overview Fund Activity

127 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, 49 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
1.86%
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
49
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$111M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.65M
3
MHS
3
M Holdings Securities
Oregon
$21.1M
4
LPL Financial
4
LPL Financial
California
$41.4M
5
SWM
5
Shakespeare Wealth Management
Wisconsin
$22.3M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$2.53M
2
FTUS
2
Flow Traders U.S.
New York
$1.05M
3
FWP
3
Falcon Wealth Planning
California
$787K
4
UBS Group
4
UBS Group
Switzerland
$12.6M
5
AWM
5
AE Wealth Management
Kansas
$3.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$111M 2,116,444 +1,037,526 +96%
LPL Financial
2
LPL Financial
California
$41.4M 787,738 +24,506 +3%
OWA
3
Octavia Wealth Advisors
Ohio
$25.5M 484,851 +14,665 +3%
SWM
4
Shakespeare Wealth Management
Wisconsin
$22.3M 425,102 +19,467 +5%
MHS
5
M Holdings Securities
Oregon
$21.1M 401,747 +35,755 +10%
LFA
6
Legacy Financial Advisors
Kentucky
$19.2M 366,592 +10,394 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$19.1M 363,961 +3,676 +1%
Bank of America
8
Bank of America
North Carolina
$16.5M 315,024 +2,177 +0.7%
Wells Fargo
9
Wells Fargo
California
$14.4M 274,728 +8,468 +3%
UBS Group
10
UBS Group
Switzerland
$12.6M 240,819 -15,752 -6%
VA
11
Valmark Advisers
Ohio
$6.46M 122,931 +615 +0.5%
MWP
12
Moller Wealth Partners
$6.37M 121,216 -138 -0.1%
DWMG
13
DB Wealth Management Group
California
$4.83M 92,035 +270 +0.3%
MWM
14
Mission Wealth Management
California
$4.82M 91,884 -4,292 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$4.65M 88,607 +83,649 +1,687%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.47M 85,194 -8,722 -9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.42M 84,219 -262 -0.3%
JWA
18
JFS Wealth Advisors
Pennsylvania
$4.32M 82,283 -2,784 -3%
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.21M 80,137 -9,960 -11%
TFA
20
Tobias Financial Advisors
Florida
$3.9M 74,210 -10,868 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.87M 73,665 -2,284 -3%
RJA
22
Raymond James & Associates
Florida
$3.17M 60,300 +319 +0.5%
AWM
23
AE Wealth Management
Kansas
$3.09M 59,269 -15,779 -21%
TCMP
24
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.07M 58,521 -15,535 -21%
SEI Investments
25
SEI Investments
Pennsylvania
$2.79M 53,136 +1,830 +4%
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