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WisdomTree International Multifactor Fund

21 hedge funds and large institutions have $27.3M invested in WisdomTree International Multifactor Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5.96% less ownership

Funds ownership: 70.18%64.22% (-6%)

15% less capital invested

Capital invested by funds: $32M → $27.3M (-$4.68M)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$10.6M -$10.2M -398,506 -50%
Jane Street
2
Jane Street
New York
$3.8M +$904K +35,266 +33%
AI
3
Atria Investments
North Carolina
$2.21M +$142K +5,540 +7%
IA
4
Insight Advisors
Pennsylvania
$1.68M +$462K +18,003 +40%
PAG
5
Private Advisor Group
New Jersey
$1.57M -$26 -1 -0%
SAM
6
Smartleaf Asset Management
Massachusetts
$1.24M +$123K +4,815 +11%
OMC
7
Old Mission Capital
Illinois
$1.23M +$508K +19,804 +75%
Citadel Advisors
8
Citadel Advisors
Florida
$1.1M +$1.07M +41,537 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$821K +$390K +15,194 +97%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$659K +$359K +13,993 +129%
LPL Financial
11
LPL Financial
California
$457K +$86.5K +3,375 +24%
NS
12
NBC Securities
Alabama
$373K +$168K +6,564 +87%
FTUS
13
Flow Traders U.S.
New York
$344K -$250K -9,756 -43%
RA
14
RFG Advisory
Alabama
$334K +$47.3K +1,843 +17%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$246K -$10.7K -418 -4%
EWM
16
EPG Wealth Management
Georgia
$171K +$590 +23 +0.4%
CA
17
CoreCap Advisors
Michigan
$159K +$154K +5,999 New
JP Morgan Chase
18
JP Morgan Chase
New York
$155K -$8.67K -338 -5%
HI
19
Harbour Investments
Wisconsin
$127K +$55.6K +2,167 +82%
Morgan Stanley
20
Morgan Stanley
New York
$20.2K -$19.5K -760 -50%
C
21
Covestor
United Kingdom
$2K +$385 +15 +25%
UBS Group
22
UBS Group
Switzerland
-$3.49K -138 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$126 -5 Closed

DWMF Hedge Fund Activity: Q1 2024 in Review

21 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q1 2024, worth a combined $27.3M — down 15% from $32M a quarter earlier.

Fund positioning in DWMF was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.07M. The largest seller was Avantax Advisory Services, cutting an estimated $10.2M.

  • 21 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $27.3M of WisdomTree International Multifactor Fund stock for Q1 2024, down 15% quarter-over-quarter.
  • 2 funds opened new WisdomTree International Multifactor Fund positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q1 2024 was Citadel Advisors, an estimated $1.07M added.
  • The largest WisdomTree International Multifactor Fund seller in Q1 2024 was Avantax Advisory Services, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2024.