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WisdomTree International Multifactor Fund

20 hedge funds and large institutions have $34.5M invested in WisdomTree International Multifactor Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

43% more funds holding

Funds holding: 1420 (+6)

0.9% more ownership

Funds ownership: 87.5%88.39% (+0.9%)

1% less capital invested

Capital invested by funds: $34.9M → $34.5M (-$329K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$18M +$258K +10,269 +1%
GLA
2
Great Lakes Advisors
Illinois
$3.89M +$546K +21,730 +17%
AW
3
ACG Wealth
Georgia
$3.62M -$99.3K -3,949 -3%
OMC
4
Old Mission Capital
Illinois
$2.31M +$2.28M +90,573 New
Jane Street
5
Jane Street
New York
$1.86M +$738K +29,361 +67%
AWA
6
Arkadios Wealth Advisors
Georgia
$1.39M +$96.6K +3,845 +8%
Citadel Advisors
7
Citadel Advisors
Florida
$1.13M -$115K -4,565 -9%
RW
8
RVW Wealth
California
$1M -$5.65M -224,870 -96%
PAG
9
Private Advisor Group
New Jersey
$460K +$96.1K +3,825 +27%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$445K +$440K +17,491 New
RA
11
RFG Advisory
Alabama
$281K +$19.6K +779 +8%
CAL
12
Capital Analysts LLC
Pennsylvania
$48K +$47.4K +1,887 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$102K -4,053 -74%
Osaic Holdings
14
Osaic Holdings
Arizona
$37K +$36.5K +1,452 New
RWB
15
RMR Wealth Builders
New Jersey
$34K +$33.3K +1,324 New
CFD
16
Creative Financial Designs
Indiana
$21K -$111K -4,407 -84%
HI
17
Harbour Investments
Wisconsin
$14K +$13.4K +535 New
UBS Group
18
UBS Group
Switzerland
$7K -$43K -1,709 -85%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2K -$6.18K -246 -77%
IWS
20
Insight Wealth Strategies
California
-$329K -13,312 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
+$25 +1 New

DWMF Hedge Fund Activity: Q1 2021 in Review

20 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q1 2021, worth a combined $34.5M — down 0.94% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DWMF positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.28M. The largest seller was RVW Wealth, cutting an estimated $5.65M.

  • 20 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $34.5M of WisdomTree International Multifactor Fund stock for Q1 2021, down 0.94% quarter-over-quarter.
  • 7 funds opened new WisdomTree International Multifactor Fund positions in Q1 2021 and 1 closed out, a net change of +6 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q1 2021 was Old Mission Capital, an estimated $2.28M added.
  • The largest WisdomTree International Multifactor Fund seller in Q1 2021 was RVW Wealth, an estimated $5.65M sold.

Based on aggregated 13F filings for Q1 2021.