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WisdomTree International Multifactor Fund

22 hedge funds and large institutions have $19.2M invested in WisdomTree International Multifactor Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2122 (+1)

12.2% less ownership

Funds ownership: 64.22%52.02% (-12%)

30% less capital invested

Capital invested by funds: $27.3M → $19.2M (-$8.07M)

Holders
22
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
4
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$2.96M -$7.56M -285,117 -72%
Jane Street
2
Jane Street
New York
$2.95M -$805K -30,372 -21%
Citadel Advisors
3
Citadel Advisors
Florida
$2.12M +$1.05M +39,528 +95%
IA
4
Insight Advisors
Pennsylvania
$2.08M +$432K +16,305 +26%
FTUS
5
Flow Traders U.S.
New York
$2.06M +$1.75M +65,847 +508%
PAG
6
Private Advisor Group
New Jersey
$1.61M +$65.1K +2,455 +4%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.27M +$50.1K +1,890 +4%
LPL Financial
8
LPL Financial
California
$1.06M +$621K +23,433 +136%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$785K +$797K +30,061 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$438K -$213K -8,043 -32%
NS
11
NBC Securities
Alabama
$422K +$55.3K +2,084 +15%
AI
12
Atria Investments
North Carolina
$397K -$1.8M -68,022 -82%
RA
13
RFG Advisory
Alabama
$360K +$31.9K +1,203 +10%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$243K +$1.43K +54 +0.6%
EWM
15
EPG Wealth Management
Georgia
$171K -$170K -6,423 Closed
CA
16
CoreCap Advisors
Michigan
$144K -$12.8K -484 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
$54.9K -$99.5K -3,752 -64%
HI
18
Harbour Investments
Wisconsin
$31.2K -$95.5K -3,600 -75%
Morgan Stanley
19
Morgan Stanley
New York
$19.9K
UBS Group
20
UBS Group
Switzerland
$16.6K +$16.8K +634 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$8.49K +$8.62K +325 New
C
22
Covestor
United Kingdom
$3K +$689 +26 +34%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26 +$27 +1 New
OMC
24
Old Mission Capital
Illinois
-$1.23M -46,310 Closed
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$821K -30,920 Closed

DWMF Hedge Fund Activity: Q2 2024 in Review

22 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q2 2024, worth a combined $19.2M — down 30% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DWMF positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $1.75M. The largest seller was Avantax Advisory Services, cutting an estimated $7.56M.

  • 22 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q2 2024, up from 21 in Q1 2024.
  • Funds reported $19.2M of WisdomTree International Multifactor Fund stock for Q2 2024, down 30% quarter-over-quarter.
  • 4 funds opened new WisdomTree International Multifactor Fund positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree International Multifactor Fund buyer in Q2 2024 was Flow Traders U.S., an estimated $1.75M added.
  • The largest WisdomTree International Multifactor Fund seller in Q2 2024 was Avantax Advisory Services, an estimated $7.56M sold.

Based on aggregated 13F filings for Q2 2024.