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WisdomTree International Equity Fund

116 hedge funds and large institutions have $313M invested in WisdomTree International Equity Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

0% more capital invested

Capital invested by funds: $313M → $313M (+$51.5K)

0% more funds holding

Funds holding: 116116 (0)

2.06% less ownership

Funds ownership: 61.78%59.72% (-2.1%)

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
26
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.8M -$1.25M -22,241 -2%
LPL Financial
2
LPL Financial
California
$29.4M -$11.6M -206,762 -29%
LI
3
LRI Investments
Florida
$22.7M -$62.2K -1,105 -0.3%
Bank of America
4
Bank of America
North Carolina
$21.2M +$854K +15,175 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$19.9M -$6.95M -123,400 -27%
Wells Fargo
6
Wells Fargo
California
$18.8M +$547K +9,723 +3%
VA
7
Valmark Advisers
Ohio
$17.5M +$2.5M +44,336 +17%
UBS Group
8
UBS Group
Switzerland
$14.9M -$877K -15,582 -6%
MWP
9
Moller Wealth Partners
$6.56M -$244K -4,340 -4%
KAS
10
Kestra Advisory Services
Texas
$6.11M +$4.33M +76,884 +273%
Raymond James Financial
11
Raymond James Financial
Florida
$4.86M -$645K -11,454 -12%
JWA
12
JFS Wealth Advisors
Pennsylvania
$4.38M -$141K -2,512 -3%
NC
13
NewSquare Capital
Pennsylvania
$3.69M +$5.52K +98 +0.2%
MWM
14
Mission Wealth Management
California
$3.56M -$205K -3,641 -6%
TFA
15
Tobias Financial Advisors
Florida
$3.55M -$87.6K -1,556 -2%
HSA
16
HBK Sorce Advisory
Pennsylvania
$3.42M -$62.5K -1,110 -2%
SWIM
17
Smallwood Wealth Investment Management
New Jersey
$3.26M +$140K +2,483 +5%
GWM
18
Geneos Wealth Management
Colorado
$3.2M +$1.64M +29,109 +112%
KFI
19
Key Financial Inc
Pennsylvania
$3.16M +$480K +8,517 +19%
EF
20
Envision Financial
Wisconsin
$3.05M -$11.8K -210 -0.4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.84M +$63.4K +1,126 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.84M -$26.9K -478 -1%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.75M +$52.2K +927 +2%
SEI Investments
24
SEI Investments
Pennsylvania
$2.61M -$39.5K -702 -2%
SWM
25
Shakespeare Wealth Management
Wisconsin
$2.44M -$158K -2,811 -6%

DWM Hedge Fund Activity: Q1 2025 in Review

116 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Equity Fund (DWM) for Q1 2025, worth a combined $313M — up 0.02% from $313M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DWM positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 43 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.33M. The largest seller was LPL Financial, cutting an estimated $11.6M.

  • 116 institutional investors held WisdomTree International Equity Fund (DWM) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $313M of WisdomTree International Equity Fund stock for Q1 2025, up 0.02% quarter-over-quarter.
  • 9 funds opened new WisdomTree International Equity Fund positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree International Equity Fund buyer in Q1 2025 was Kestra Advisory Services, an estimated $4.33M added.
  • The largest WisdomTree International Equity Fund seller in Q1 2025 was LPL Financial, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.