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WisdomTree International Equity Fund

126 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, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 128126 (-2)

12.77% less ownership

Funds ownership: 74.02%61.25% (-13%)

19% less capital invested

Capital invested by funds: $433M → $350M (-$83M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
1.82%
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
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.5M -$57.4M -1,086,330 -51%
LPL Financial
2
LPL Financial
California
$43.2M +$45.1K +853 +0.1%
SWM
3
Shakespeare Wealth Management
Wisconsin
$24M +$682K +12,902 +3%
LI
4
LRI Investments
Florida
$21.9M +$21.1M +398,926 New
LFA
5
Legacy Financial Advisors
Kentucky
$21.8M +$1.62M +30,721 +8%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$21.1M +$1.11M +20,986 +6%
Bank of America
7
Bank of America
North Carolina
$17.7M +$454K +8,586 +3%
Wells Fargo
8
Wells Fargo
California
$15.1M +$30.1K +570 +0.2%
VA
9
Valmark Advisers
Ohio
$6.65M -$83.7K -1,583 -1%
MWP
10
Moller Wealth Partners
$6.64M
MWM
11
Mission Wealth Management
California
$5.07M +$32.1K +608 +0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$4.96M +$99.3K +1,878 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.6M -$17.4K -329 -0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.57M -$98.4K -1,862 -2%
Jane Street
15
Jane Street
New York
$4.41M +$2.72M +51,441 +177%
JWA
16
JFS Wealth Advisors
Pennsylvania
$4.34M -$159K -3,015 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.11M +$74.9K +1,417 +2%
TFA
18
Tobias Financial Advisors
Florida
$3.78M -$281K -5,313 -7%
HSA
19
HBK Sorce Advisory
Pennsylvania
$3.64M -$721K -13,644 -17%
BA
20
Brightwater Advisory
Florida
$3.42M +$3.3M +62,487 New
BRWA
21
B. Riley Wealth Advisors
Florida
$3.22M +$804K +15,204 +30%
NC
22
NewSquare Capital
Pennsylvania
$3.2M +$761K +14,395 +33%
RJA
23
Raymond James & Associates
Florida
$3.03M -$267K -5,041 -8%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.87M +$668K +12,640 +32%
SEI Investments
25
SEI Investments
Pennsylvania
$2.74M -$165K -3,115 -6%

DWM Hedge Fund Activity: Q1 2024 in Review

126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2024, worth a combined $350M — down 19% from $433M a quarter earlier.

Fund positioning in DWM was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 38 added to existing stakes and 36 trimmed.

The largest buyer was Brightwater Advisory, opening a new position worth an estimated $3.3M. The largest seller was Morgan Stanley, cutting an estimated $57.4M.

  • 126 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2024, down from 128 in Q4 2023.
  • Funds reported $350M of WisdomTree International Equity Fund stock for Q1 2024, down 19% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q1 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2024 was Brightwater Advisory, an estimated $3.3M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2024 was Morgan Stanley, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2024.