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WisdomTree International Multifactor Fund

16 hedge funds and large institutions have $23.4M invested in WisdomTree International Multifactor Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

2.83% more ownership

Funds ownership: 80%82.83% (+2.8%)

4% less capital invested

Capital invested by funds: $24.5M → $23.4M (-$1.07M)

20% less funds holding

Funds holding: 2016 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$17.1M +$1.05M +44,728 +6%
OMC
2
Old Mission Capital
Illinois
$1.95M -$10K -427 -0.5%
IA
3
Insight Advisors
Pennsylvania
$1.09M -$9.47K -404 -0.8%
Jane Street
4
Jane Street
New York
$873K +$328K +13,980 +53%
PAG
5
Private Advisor Group
New Jersey
$805K +$43.5K +1,855 +5%
AW
6
ACG Wealth
Georgia
$444K +$234 +10 +0%
LPL Financial
7
LPL Financial
California
$316K -$13.4K -570 -4%
RA
8
RFG Advisory
Alabama
$311K +$5.6K +239 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$237K +$256K +10,901 New
EWM
10
EPG Wealth Management
Georgia
$134K +$145K +6,166 New
IA
11
IFP Advisors
Florida
$66K +$8.72K +372 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$27K -$211 -9 -0.7%
UBS Group
13
UBS Group
Switzerland
$22K +$11.7K +498 +100%
HI
14
Harbour Investments
Wisconsin
$17K
C
15
Covestor
United Kingdom
$5K +$1.03K +44 +24%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$1K +$375 +16 +200%
Citadel Advisors
17
Citadel Advisors
Florida
-$279K -11,872 Closed
OWM
18
Orgel Wealth Management
Wisconsin
-$266K -11,328 Closed
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
-$212K -9,031 Closed
CA
20
CoreCap Advisors
Michigan
-$173K -7,364 Closed
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
-$14K -603 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$9K -374 Closed

DWMF Hedge Fund Activity: Q3 2022 in Review

16 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q3 2022, worth a combined $23.4M — down 4.4% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DWMF and 2 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was Avantax Advisory Services, adding an estimated $1.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $279K sold.

  • 16 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q3 2022, down from 20 in Q2 2022.
  • Funds reported $23.4M of WisdomTree International Multifactor Fund stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 2 funds opened new WisdomTree International Multifactor Fund positions in Q3 2022 and 6 closed out, a net change of -4 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q3 2022 was Avantax Advisory Services, an estimated $1.05M added.
  • The largest WisdomTree International Multifactor Fund seller in Q3 2022 was Citadel Advisors, an estimated $279K sold.

Based on aggregated 13F filings for Q3 2022.