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WisdomTree International Equity Fund
DWM

Overview Fund Activity

125 hedge funds and large institutions have $350M invested in WisdomTree International Equity Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
Brightwater Advisory
Florida
$3.42M
2
Jane Street
Jane Street
New York
$4.41M
3
LFA
Legacy Financial Advisors
Kentucky
$21.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$21.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.04M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.5M
2
OWA
Octavia Wealth Advisors
Ohio
$1.48M
3
MHS
M Holdings Securities
Oregon
$0
4
UBS Group
UBS Group
Switzerland
$0
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.5M -$59.5M -1,086,330 -51%
LPL Financial
2
LPL Financial
California
$43.2M +$46.7K +853 +0.1%
SWM
3
Shakespeare Wealth Management
Wisconsin
$24M +$707K +12,902 +3%
LI
4
LRI Investments
Florida
$21.9M +$21.9M +398,926 New
LFA
5
Legacy Financial Advisors
Kentucky
$21.8M +$1.68M +30,721 +8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$21.1M +$1.15M +20,986 +6%
Bank of America
7
Bank of America
North Carolina
$17.7M +$471K +8,586 +3%
Wells Fargo
8
Wells Fargo
California
$15.1M +$31.2K +570 +0.2%
VA
9
Valmark Advisers
Ohio
$6.65M -$86.7K -1,583 -1%
MWP
10
Moller Wealth Partners
$6.64M – – –
MWM
11
Mission Wealth Management
California
$5.07M +$33.3K +608 +0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$4.96M +$103K +1,878 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.6M -$18K -329 -0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.57M -$102K -1,862 -2%
Jane Street
15
Jane Street
New York
$4.41M +$2.82M +51,441 +177%
JWA
16
JFS Wealth Advisors
Pennsylvania
$4.34M -$165K -3,015 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.11M +$77.7K +1,417 +2%
TFA
18
Tobias Financial Advisors
Florida
$3.78M -$291K -5,313 -7%
HSA
19
HBK Sorce Advisory
Pennsylvania
$3.64M -$748K -13,644 -17%
BA
20
Brightwater Advisory
Florida
$3.42M +$3.42M +62,487 New
BRWA
21
B. Riley Wealth Advisors
Florida
$3.22M +$735K +15,204 +30%
NC
22
NewSquare Capital
Pennsylvania
$3.2M +$789K +14,395 +33%
RJA
23
Raymond James & Associates
Florida
$3.03M -$276K -5,041 -8%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.87M +$693K +12,640 +32%
SEI Investments
25
SEI Investments
Pennsylvania
$2.74M -$171K -3,115 -6%
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