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WisdomTree International Multifactor Fund

21 hedge funds and large institutions have $32M invested in WisdomTree International Multifactor Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

24% more capital invested

Capital invested by funds: $25.8M → $32M (+$6.15M)

24% more funds holding

Funds holding: 1721 (+4)

4.53% more ownership

Funds ownership: 65.65%70.18% (+4.5%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$20.2M -$110K -4,431 -0.6%
Jane Street
2
Jane Street
New York
$2.73M +$1.49M +60,288 +126%
AI
3
Atria Investments
North Carolina
$1.96M +$1.92M +77,669 New
PAG
4
Private Advisor Group
New Jersey
$1.49M +$87K +3,517 +6%
IA
5
Insight Advisors
Pennsylvania
$1.14M -$70.3K -2,843 -6%
SAM
6
Smartleaf Asset Management
Massachusetts
$1.06M +$1.04M +42,027 New
OMC
7
Old Mission Capital
Illinois
$670K -$95.8K -3,873 -13%
FTUS
8
Flow Traders U.S.
New York
$575K +$562K +22,718 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$397K +$389K +15,726 New
LPL Financial
10
LPL Financial
California
$350K +$33.5K +1,353 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$274K +$17.8K +720 +7%
RA
12
RFG Advisory
Alabama
$271K +$14.2K +574 +6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$245K -$20.4K -825 -8%
NS
14
NBC Securities
Alabama
$190K +$51.8K +2,096 +39%
EWM
15
EPG Wealth Management
Georgia
$160K +$1.06K +43 +0.7%
JP Morgan Chase
16
JP Morgan Chase
New York
$157K +$2.45K +99 +2%
HI
17
Harbour Investments
Wisconsin
$66.5K +$36.9K +1,494 +132%
Morgan Stanley
18
Morgan Stanley
New York
$38.4K +$18.8K +760 +100%
UBS Group
19
UBS Group
Switzerland
$3.49K +$3.41K +138 New
C
20
Covestor
United Kingdom
$2K -$1.8K -73 -54%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$126 +$124 +5 New
RW
22
RVW Wealth
California
-$76.7K -3,121 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-$28.7K -1,169 Closed

DWMF Hedge Fund Activity: Q4 2023 in Review

21 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q4 2023, worth a combined $32M — up 24% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWMF positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Atria Investments, opening a new position worth an estimated $1.92M. The largest seller was Avantax Advisory Services, cutting an estimated $110K.

  • 21 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q4 2023, up from 17 in Q3 2023.
  • Funds reported $32M of WisdomTree International Multifactor Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 6 funds opened new WisdomTree International Multifactor Fund positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q4 2023 was Atria Investments, an estimated $1.92M added.
  • The largest WisdomTree International Multifactor Fund seller in Q4 2023 was Avantax Advisory Services, an estimated $110K sold.

Based on aggregated 13F filings for Q4 2023.