We are live on ! Find out more
DWMF icon

WisdomTree International Multifactor Fund

17 hedge funds and large institutions have $25.8M invested in WisdomTree International Multifactor Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

5.94% less ownership

Funds ownership: 71.59%65.65% (-5.9%)

10% less capital invested

Capital invested by funds: $28.8M → $25.8M (-$2.99M)

15% less funds holding

Funds holding: 2017 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$19.7M +$26K +1,044 +0.1%
PAG
2
Private Advisor Group
New Jersey
$1.36M +$216K +8,677 +19%
IA
3
Insight Advisors
Pennsylvania
$1.18M +$94.6K +3,796 +9%
Jane Street
4
Jane Street
New York
$1.17M -$1.4M -56,330 -54%
OMC
5
Old Mission Capital
Illinois
$746K -$617K -24,783 -45%
LPL Financial
6
LPL Financial
California
$307K +$5.78K +232 +2%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$258K -$98.2K -3,940 -27%
RA
8
RFG Advisory
Alabama
$249K -$2.52K -101 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$248K -$36.6K -1,467 -13%
EWM
10
EPG Wealth Management
Georgia
$156K +$997 +40 +0.6%
JP Morgan Chase
11
JP Morgan Chase
New York
$150K +$3.89K +156 +3%
NS
12
NBC Securities
Alabama
$133K +$135K +5,423 New
RW
13
RVW Wealth
California
$76.7K +$77.8K +3,121 New
Osaic Holdings
14
Osaic Holdings
Arizona
$28.7K
HI
15
Harbour Investments
Wisconsin
$27.8K +$4.26K +171 +18%
Morgan Stanley
16
Morgan Stanley
New York
$18.7K
C
17
Covestor
United Kingdom
$3K +$498 +20 +18%
Citadel Advisors
18
Citadel Advisors
Florida
-$523K -20,808 Closed
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
-$216K -8,585 Closed
UBS Group
20
UBS Group
Switzerland
-$38.4K -1,528 Closed
AWM
21
Avior Wealth Management
Nebraska
-$2.41K -96 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$1.51K -60 Closed

DWMF Hedge Fund Activity: Q3 2023 in Review

17 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q3 2023, worth a combined $25.8M — down 10% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DWMF and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Private Advisor Group, adding an estimated $216K. The largest seller was Jane Street, cutting an estimated $1.4M.

  • 17 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q3 2023, down from 20 in Q2 2023.
  • Funds reported $25.8M of WisdomTree International Multifactor Fund stock for Q3 2023, down 10% quarter-over-quarter.
  • 2 funds opened new WisdomTree International Multifactor Fund positions in Q3 2023 and 5 closed out, a net change of -3 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q3 2023 was Private Advisor Group, an estimated $216K added.
  • The largest WisdomTree International Multifactor Fund seller in Q3 2023 was Jane Street, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2023.