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WisdomTree International Equity Fund
DWM

Overview Fund Activity

122 hedge funds and large institutions have $347M invested in WisdomTree International Equity Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
29
Reduced
47
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.4M
2
FTUS
2
Flow Traders U.S.
New York
$4.64M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.9M
4
TCMP
4
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.14M
5
KAS
5
Kestra Advisory Services
Texas
$1.39M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$444K
2
SWM
2
Shakespeare Wealth Management
Wisconsin
$19.6M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.6M
5
RJA
5
Raymond James & Associates
Florida
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$55.4M 1,031,709 +1,595 +0.2%
LPL Financial
2
LPL Financial
California
$42.7M 794,338 +5,747 +0.7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.9M 426,075 +41,128 +11%
LI
4
LRI Investments
Florida
$21.3M 396,966 -1,960 -0.5%
LFA
5
Legacy Financial Advisors
Kentucky
$20.2M 376,577 -20,736 -5%
SWM
6
Shakespeare Wealth Management
Wisconsin
$19.6M 364,893 -73,111 -17%
Bank of America
7
Bank of America
North Carolina
$17.9M 333,952 +10,342 +3%
Wells Fargo
8
Wells Fargo
California
$15.3M 285,261 +9,963 +4%
UBS Group
9
UBS Group
Switzerland
$13.4M 250,368 +250,368 New
VA
10
Valmark Advisers
Ohio
$6.7M 124,763 +3,415 +3%
MWP
11
Moller Wealth Partners
$6.47M 120,438 -778 -0.6%
FTUS
12
Flow Traders U.S.
New York
$4.64M 86,275 +50,856 +144%
MWM
13
Mission Wealth Management
California
$4.45M 82,862 -9,630 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.39M 81,747 -2,143 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.32M 80,505 -2,827 -3%
JWA
16
JFS Wealth Advisors
Pennsylvania
$4.26M 79,247 -21 -0%
Jane Street
17
Jane Street
New York
$3.89M 72,346 -8,108 -10%
TFA
18
Tobias Financial Advisors
Florida
$3.49M 65,006 -3,891 -6%
HSA
19
HBK Sorce Advisory
Pennsylvania
$3.24M 60,243 -6,250 -9%
NC
20
NewSquare Capital
Pennsylvania
$3.18M 59,280 +955 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.95M 54,999 +2,658 +5%
SWIM
22
Smallwood Wealth Investment Management
New Jersey
$2.67M 49,688 +1,834 +4%
SEI Investments
23
SEI Investments
Pennsylvania
$2.64M 49,085 -936 -2%
BRWA
24
B. Riley Wealth Advisors
Florida
$2.64M 49,082 -17,605 -26%
BA
25
Brightwater Advisory
Florida
$2.44M 45,461 -17,026 -27%
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