We are live on ! Find out more
DWMF icon

WisdomTree International Multifactor Fund

20 hedge funds and large institutions have $28.8M invested in WisdomTree International Multifactor Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5.97% less ownership

Funds ownership: 77.56%71.59% (-6%)

7% less capital invested

Capital invested by funds: $31.1M → $28.8M (-$2.29M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$20.1M -$458K -17,959 -2%
Jane Street
2
Jane Street
New York
$2.62M -$893K -35,061 -25%
OMC
3
Old Mission Capital
Illinois
$1.39M -$1.18M -46,182 -46%
PAG
4
Private Advisor Group
New Jersey
$1.19M +$96.7K +3,796 +9%
IA
5
Insight Advisors
Pennsylvania
$1.11M +$134K +5,273 +14%
Citadel Advisors
6
Citadel Advisors
Florida
$523K -$89.6K -3,517 -14%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$363K -$62.5K -2,453 -15%
LPL Financial
8
LPL Financial
California
$308K -$22.1K -868 -7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$291K -$11.2K -438 -4%
RA
10
RFG Advisory
Alabama
$258K -$18.4K -722 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$216K +$3.54K +139 +2%
EWM
12
EPG Wealth Management
Georgia
$159K +$2.7K +106 +2%
JP Morgan Chase
13
JP Morgan Chase
New York
$149K +$41.3K +1,622 +38%
UBS Group
14
UBS Group
Switzerland
$38.4K +$32.7K +1,285 +529%
Osaic Holdings
15
Osaic Holdings
Arizona
$29.4K -$204 -8 -0.7%
HI
16
Harbour Investments
Wisconsin
$24.2K -$357 -14 -1%
Morgan Stanley
17
Morgan Stanley
New York
$19.1K +$19.4K +760 New
C
18
Covestor
United Kingdom
$3K -$1.6K -63 -36%
AWM
19
Avior Wealth Management
Nebraska
$2.41K
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.51K +$1.53K +60 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-$33.1K -1,331 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$25 -1 Closed

DWMF Hedge Fund Activity: Q2 2023 in Review

20 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q2 2023, worth a combined $28.8M — down 7.4% from $31.1M a quarter earlier.

Fund positioning in DWMF was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 11 trimmed.

The largest buyer was Insight Advisors, adding an estimated $134K. The largest seller was Old Mission Capital, cutting an estimated $1.18M.

  • 20 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $28.8M of WisdomTree International Multifactor Fund stock for Q2 2023, down 7.4% quarter-over-quarter.
  • 2 funds opened new WisdomTree International Multifactor Fund positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q2 2023 was Insight Advisors, an estimated $134K added.
  • The largest WisdomTree International Multifactor Fund seller in Q2 2023 was Old Mission Capital, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2023.