We are live on ! Find out more
DWMF icon

WisdomTree International Multifactor Fund

20 hedge funds and large institutions have $31.1M invested in WisdomTree International Multifactor Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5% less capital invested

Capital invested by funds: $32.6M → $31.1M (-$1.52M)

5% less funds holding

Funds holding: 2120 (-1)

8.13% less ownership

Funds ownership: 85.7%77.56% (-8.1%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$20.5M -$55.3K -2,248 -0.3%
Jane Street
2
Jane Street
New York
$3.49M -$1.38M -55,987 -29%
OMC
3
Old Mission Capital
Illinois
$2.54M +$544K +22,130 +28%
PAG
4
Private Advisor Group
New Jersey
$1.08M +$87K +3,538 +9%
IA
5
Insight Advisors
Pennsylvania
$974K +$20.4K +830 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$609K +$324K +13,178 +118%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$423K -$42K -1,706 -9%
LPL Financial
8
LPL Financial
California
$328K -$40.4K -1,644 -11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$301K +$18.9K +768 +7%
RA
10
RFG Advisory
Alabama
$275K -$3.1K -126 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$212K -$17.7K -720 -8%
EWM
12
EPG Wealth Management
Georgia
$156K +$541 +22 +0.4%
JP Morgan Chase
13
JP Morgan Chase
New York
$108K +$45.2K +1,837 +74%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$33.1K +$32.7K +1,331 New
Osaic Holdings
15
Osaic Holdings
Arizona
$29.5K -$811 -33 -3%
HI
16
Harbour Investments
Wisconsin
$24.4K +$4.25K +173 +22%
UBS Group
17
UBS Group
Switzerland
$6.09K -$6.32K -257 -51%
C
18
Covestor
United Kingdom
$4K -$836 -34 -16%
AWM
19
Avior Wealth Management
Nebraska
$2.4K +$2.36K +96 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$25
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$2.43M -102,355 Closed
IA
22
IFP Advisors
Florida
-$42K -1,709 Closed

DWMF Hedge Fund Activity: Q1 2023 in Review

20 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q1 2023, worth a combined $31.1M — down 4.7% from $32.6M a quarter earlier.

Fund positioning in DWMF was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 9 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $544K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $2.43M sold.

  • 20 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q1 2023, down from 21 in Q4 2022.
  • Funds reported $31.1M of WisdomTree International Multifactor Fund stock for Q1 2023, down 4.7% quarter-over-quarter.
  • 2 funds opened new WisdomTree International Multifactor Fund positions in Q1 2023 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q1 2023 was Old Mission Capital, an estimated $544K added.
  • The largest WisdomTree International Multifactor Fund seller in Q1 2023 was Royal Bank of Canada, an estimated $2.43M sold.

Based on aggregated 13F filings for Q1 2023.