WisdomTree International Multifactor Fund
DWMF
12 hedge funds and large institutions have $26.1M invested in WisdomTree International Multifactor Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
71% more funds holding
Funds holding: 7 → 12 (+5)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more capital invested
Capital invested by funds: $23.5M → $26.1M (+$2.64M)
7.04% more ownership
Funds ownership: 85.74% → 92.78% (+7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.96M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$906K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$283K |
| 4 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$57.6K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$6.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$1.03M |
| 2 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$379K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $15.1M | +$906K | +35,865 | +6% |
|
|
AW
2
ACG Wealth
Atlanta,
Georgia
| $5.39M | -$1.03M | -40,885 | -16% |
|
|
SFC
3
SYM Financial Corp
Winona Lake,
Indiana
| $2.41M | -$379K | -15,000 | -14% |
|
|
4
Jane Street
New York
| $2.35M | +$1.96M | +77,787 | +547% |
|
|
IWS
5
Insight Wealth Strategies
San Ramon,
California
| $323K | +$57.6K | +2,281 | +22% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $287K | +$283K | +11,197 | New |
|
|
EWM
7
EPG Wealth Management
Atlanta,
Georgia
| $80K | +$78.7K | +3,116 | New |
|
|
S
8
SignatureFD
Atlanta,
Georgia
| $69K | – | – | – |
|
|
AWA
9
Arkadios Wealth Advisors
Atlanta,
Georgia
| $61.3K | +$58.9K | +2,333 | New |
|
|
WQ
10
Wealth Quarterback
Toms River,
New Jersey
| $12.4K | +$12.3K | +485 | New |
|
|
PFGIA
11
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7K | +$6.49K | +257 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
DWMF Hedge Fund Activity: Q4 2019 in Review
12 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q4 2019, worth a combined $26.1M — up 11% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWMF positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $1.96M. The largest seller was ACG Wealth, cutting an estimated $1.03M.
- 12 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $26.1M of WisdomTree International Multifactor Fund stock for Q4 2019, up 11% quarter-over-quarter.
- 5 funds opened new WisdomTree International Multifactor Fund positions in Q4 2019 and 0 closed out, a net change of +5 holders.
- The largest WisdomTree International Multifactor Fund buyer in Q4 2019 was Jane Street, an estimated $1.96M added.
- The largest WisdomTree International Multifactor Fund seller in Q4 2019 was ACG Wealth, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2019.