WisdomTree International Multifactor Fund
DWMF
12 hedge funds and large institutions have $44.5M invested in WisdomTree International Multifactor Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
9% more capital invested
Capital invested by funds: $40.8M → $44.5M (+$3.77M)
0.78% more ownership
Funds ownership: 92.26% → 93.04% (+0.78%)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.7M |
| 2 |
Jane Street
New York
|
+$1.29M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$352K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$13.8K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$742K |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$36.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.35K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$5.84K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RW
1
RVW Wealth
Los Angeles,
California
| $17.9M | +$352K | +14,696 | +2% |
|
|
AAS
2
Avantax Advisory Services
Dallas,
Texas
| $17.4M | +$1.7M | +71,108 | +11% |
|
|
AW
3
ACG Wealth
Atlanta,
Georgia
| $4.39M | -$742K | -31,022 | -14% |
|
|
GLA
4
Great Lakes Advisors
Chicago,
Illinois
| $2.46M | -$36.5K | -1,524 | -1% |
|
|
5
Jane Street
New York
| $1.65M | +$1.29M | +54,069 | +361% |
|
|
IWS
6
Insight Wealth Strategies
San Ramon,
California
| $386K | +$2.01K | +84 | +0.5% |
|
|
RA
7
RFG Advisory
Birmingham,
Alabama
| $228K | +$13.3K | +555 | +6% |
|
|
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $149K | +$13.8K | +575 | +10% |
|
|
AWA
9
Arkadios Wealth Advisors
Atlanta,
Georgia
| $12K | -$5.84K | -244 | -33% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| $6K | -$7.35K | -307 | -53% |
|
12
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.08K | +87 | New |
|
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$5K | -227 | Closed |
|
DWMF Hedge Fund Activity: Q3 2020 in Review
12 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q3 2020, worth a combined $44.5M — up 9.2% from $40.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of DWMF and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Avantax Advisory Services, adding an estimated $1.7M. The largest seller was ACG Wealth, cutting an estimated $742K.
- 12 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q3 2020, down from 13 in Q2 2020.
- Funds reported $44.5M of WisdomTree International Multifactor Fund stock for Q3 2020, up 9.2% quarter-over-quarter.
- 1 fund opened new WisdomTree International Multifactor Fund positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree International Multifactor Fund buyer in Q3 2020 was Avantax Advisory Services, an estimated $1.7M added.
- The largest WisdomTree International Multifactor Fund seller in Q3 2020 was ACG Wealth, an estimated $742K sold.
Based on aggregated 13F filings for Q3 2020.