WisdomTree International Equity Fund
DWM
115 hedge funds and large institutions have $326M invested in WisdomTree International Equity Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 12 closing their positions.
3.47% less ownership
Funds ownership: 62.99% → 59.52% (-3.5%)
6% less capital invested
Capital invested by funds: $347M → $326M (-$21.2M)
7% less funds holding
Funds holding: 123 → 115 (-8)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$3.2M |
| 2 |
Morgan Stanley
New York
|
+$2.56M |
| 3 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.6M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$734K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$653K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
-$17.4M |
| 2 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
-$15.7M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$4.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.95M |
| 5 |
Jane Street
New York
|
-$2.63M |
DWM Hedge Fund Activity: Q3 2024 in Review
115 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q3 2024, worth a combined $326M — down 6.1% from $347M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DWM and 6 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 36 added.
The largest buyer was Valmark Advisers, adding an estimated $3.2M. The largest seller was Shakespeare Wealth Management, cutting an estimated $17.4M.
- 115 institutional investors held WisdomTree International Equity Fund (DWM) as of Q3 2024, down from 123 in Q2 2024.
- Funds reported $326M of WisdomTree International Equity Fund stock for Q3 2024, down 6.1% quarter-over-quarter.
- 6 funds opened new WisdomTree International Equity Fund positions in Q3 2024 and 12 closed out, a net change of -6 holders.
- The largest WisdomTree International Equity Fund buyer in Q3 2024 was Valmark Advisers, an estimated $3.2M added.
- The largest WisdomTree International Equity Fund seller in Q3 2024 was Shakespeare Wealth Management, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2024.