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WisdomTree International Equity Fund
DWM

Overview Fund Activity

114 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, 41 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
-8
Holders Change %
-6.56%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
36
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
1
Valmark Advisers
Ohio
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$62M
3
RSWM
3
Robertson Stephens Wealth Management
California
$1.66M
4
CW
4
CreativeOne Wealth
Kansas
$758K
5
UBS Group
5
UBS Group
Switzerland
$15.1M

Top Sellers

1
SWM
1
Shakespeare Wealth Management
Wisconsin
$3.04M
2
LFA
2
Legacy Financial Advisors
Kentucky
$5.46M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$42.7M
5
Jane Street
5
Jane Street
New York
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62M 1,077,769 +46,060 +4%
LPL Financial
2
LPL Financial
California
$42.7M 741,262 -53,076 -7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$21.8M 378,891 -47,184 -11%
LI
4
LRI Investments
Florida
$21M 390,651 -6,315 -2%
Bank of America
5
Bank of America
North Carolina
$19.9M 345,165 +11,213 +3%
Wells Fargo
6
Wells Fargo
California
$15.6M 271,274 -13,987 -5%
UBS Group
7
UBS Group
Switzerland
$15.1M 262,107 +11,739 +5%
VA
8
Valmark Advisers
Ohio
$10.5M 182,325 +57,562 +46%
MWP
9
Moller Wealth Partners
$6.74M 117,079 -3,359 -3%
LFA
10
Legacy Financial Advisors
Kentucky
$5.46M 94,793 -281,784 -75%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.79M 83,230 +1,483 +2%
JWA
12
JFS Wealth Advisors
Pennsylvania
$4.56M 79,160 -87 -0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.52M 78,509 -1,996 -2%
MWM
14
Mission Wealth Management
California
$4.47M 77,717 -5,145 -6%
TFA
15
Tobias Financial Advisors
Florida
$3.71M 64,379 -627 -1%
HSA
16
HBK Sorce Advisory
Pennsylvania
$3.46M 60,098 -145 -0.2%
NC
17
NewSquare Capital
Pennsylvania
$3.43M 59,534 +254 +0.4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.06M 53,229 -1,770 -3%
SWM
19
Shakespeare Wealth Management
Wisconsin
$3.04M 52,749 -312,144 -86%
SWIM
20
Smallwood Wealth Investment Management
New Jersey
$2.98M 51,697 +2,009 +4%
SEI Investments
21
SEI Investments
Pennsylvania
$2.75M 47,734 -1,351 -3%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$2.62M 45,549 +994 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.61M 45,320 +288 +0.6%
BRWA
24
B. Riley Wealth Advisors
Florida
$2.57M 45,120 -3,962 -8%
KFI
25
Key Financial Inc
Pennsylvania
$2.5M 43,519 +4,035 +10%
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