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WisdomTree International Equity Fund

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2.25% more ownership

Funds ownership: 59.52%61.78% (+2.3%)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $326M → $313M (-$13.2M)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
33
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.3M -$542K -9,878 -0.9%
LPL Financial
2
LPL Financial
California
$37.5M -$1.58M -28,821 -4%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$24.5M +$4.76M +86,706 +23%
LI
4
LRI Investments
Florida
$20.6M
Bank of America
5
Bank of America
North Carolina
$18.4M +$271K +4,938 +1%
Wells Fargo
6
Wells Fargo
California
$16.5M +$2.28M +41,507 +15%
UBS Group
7
UBS Group
Switzerland
$14.3M +$557K +10,151 +4%
VA
8
Valmark Advisers
Ohio
$13.6M +$4.12M +74,983 +41%
FTUS
9
Flow Traders U.S.
New York
$6.97M +$7.27M +132,366 New
MWP
10
Moller Wealth Partners
$6.17M
Raymond James Financial
11
Raymond James Financial
Florida
$5M +$5.21M +94,979 New
LFA
12
Legacy Financial Advisors
Kentucky
$4.18M -$849K -15,456 -16%
JWA
13
JFS Wealth Advisors
Pennsylvania
$4.11M -$69K -1,257 -2%
MWM
14
Mission Wealth Management
California
$3.42M -$708K -12,895 -17%
NC
15
NewSquare Capital
Pennsylvania
$3.34M +$209K +3,816 +6%
TFA
16
Tobias Financial Advisors
Florida
$3.3M -$95.1K -1,732 -3%
HSA
17
HBK Sorce Advisory
Pennsylvania
$3.16M -$7.8K -142 -0.2%
RSWM
18
Robertson Stephens Wealth Management
California
$2.84M +$1.38M +25,186 +88%
SWIM
19
Smallwood Wealth Investment Management
New Jersey
$2.83M +$107K +1,957 +4%
EF
20
Envision Financial
Wisconsin
$2.78M +$2.89M +52,680 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.6M -$1.86M -33,967 -41%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.51M +$132K +2,396 +5%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.44M +$40.8K +743 +2%
KFI
24
Key Financial Inc
Pennsylvania
$2.41M +$124K +2,264 +5%
SEI Investments
25
SEI Investments
Pennsylvania
$2.4M -$119K -2,163 -5%

DWM Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q4 2024, worth a combined $313M — down 4% from $326M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DWM positions and 12 closed out — a net gain of 4 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $7.27M. The largest seller was Advisor OS, exiting entirely with an estimated $2.13M sold.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q4 2024, up from 115 in Q3 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q4 2024, down 4% quarter-over-quarter.
  • 16 funds opened new WisdomTree International Equity Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest WisdomTree International Equity Fund buyer in Q4 2024 was Flow Traders U.S., an estimated $7.27M added.
  • The largest WisdomTree International Equity Fund seller in Q4 2024 was Advisor OS, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.