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WisdomTree International Equity Fund

123 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, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% more ownership

Funds ownership: 61.25%62.99% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $350M → $347M (-$3.45M)

2% less funds holding

Funds holding: 126123 (-3)

40% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 48

Holders
123
Holders Change
-3
Holders Change %
-2.38%
% of All Funds
1.78%
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
48
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
$55.4M +$87.3K +1,595 +0.2%
LPL Financial
2
LPL Financial
California
$42.7M +$315K +5,747 +0.7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$22.9M +$2.25M +41,128 +11%
LI
4
LRI Investments
Florida
$21.3M -$107K -1,960 -0.5%
LFA
5
Legacy Financial Advisors
Kentucky
$20.2M -$1.14M -20,736 -5%
SWM
6
Shakespeare Wealth Management
Wisconsin
$19.6M -$4M -73,111 -17%
Bank of America
7
Bank of America
North Carolina
$17.9M +$566K +10,342 +3%
Wells Fargo
8
Wells Fargo
California
$15.3M +$545K +9,963 +4%
UBS Group
9
UBS Group
Switzerland
$13.4M +$13.7M +250,368 New
VA
10
Valmark Advisers
Ohio
$6.7M +$187K +3,415 +3%
MWP
11
Moller Wealth Partners
$6.47M -$42.6K -778 -0.6%
FTUS
12
Flow Traders U.S.
New York
$4.63M +$2.78M +50,856 +144%
MWM
13
Mission Wealth Management
California
$4.45M -$527K -9,630 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.39M -$117K -2,143 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.32M -$155K -2,827 -3%
JWA
16
JFS Wealth Advisors
Pennsylvania
$4.26M -$1.15K -21 -0%
Jane Street
17
Jane Street
New York
$3.89M -$444K -8,108 -10%
TFA
18
Tobias Financial Advisors
Florida
$3.49M -$213K -3,891 -6%
HSA
19
HBK Sorce Advisory
Pennsylvania
$3.24M -$342K -6,250 -9%
NC
20
NewSquare Capital
Pennsylvania
$3.18M +$52.3K +955 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.95M +$146K +2,658 +5%
SWIM
22
Smallwood Wealth Investment Management
New Jersey
$2.67M +$100K +1,834 +4%
SEI Investments
23
SEI Investments
Pennsylvania
$2.64M -$51.2K -936 -2%
BRWA
24
B. Riley Wealth Advisors
Florida
$2.64M -$964K -17,605 -26%
BA
25
Brightwater Advisory
Florida
$2.44M -$932K -17,026 -27%

DWM Hedge Fund Activity: Q2 2024 in Review

123 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q2 2024, worth a combined $347M — down 0.99% from $350M a quarter earlier.

Fund positioning in DWM was balanced in Q2 2024: 10 funds opened new positions, 10 closed out, 29 added to existing stakes and 48 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $13.7M. The largest seller was Citadel Advisors, cutting an estimated $4.5M.

  • 123 institutional investors held WisdomTree International Equity Fund (DWM) as of Q2 2024, down from 126 in Q1 2024.
  • Funds reported $347M of WisdomTree International Equity Fund stock for Q2 2024, down 0.99% quarter-over-quarter.
  • 10 funds opened new WisdomTree International Equity Fund positions in Q2 2024 and 10 closed out, a net change of 0 holders.
  • The largest WisdomTree International Equity Fund buyer in Q2 2024 was UBS Group, an estimated $13.7M added.
  • The largest WisdomTree International Equity Fund seller in Q2 2024 was Citadel Advisors, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2024.