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WisdomTree International Multifactor Fund

18 hedge funds and large institutions have $12.1M invested in WisdomTree International Multifactor Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.97% less ownership

Funds ownership: 52.02%39.05% (-13%)

18% less funds holding

Funds holding: 2218 (-4)

37% less capital invested

Capital invested by funds: $19.2M → $12.1M (-$7.09M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.21M +$2.97M +108,605 +267%
AAS
2
Avantax Advisory Services
Texas
$1.98M -$1.18M -43,199 -38%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.81M +$930K +34,029 +113%
Jane Street
4
Jane Street
New York
$1.44M -$1.7M -62,063 -55%
IA
5
Insight Advisors
Pennsylvania
$627K -$1.56M -57,205 -72%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$466K +$451K +16,500 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$413K -$58K -2,122 -13%
SWP
8
Stratos Wealth Partners
Ohio
$299K +$289K +10,589 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$262K +$574 +21 +0.2%
FTUS
10
Flow Traders U.S.
New York
$223K -$1.94M -70,921 -90%
EWM
11
EPG Wealth Management
Georgia
$185K +$180K +6,572 New
CA
12
CoreCap Advisors
Michigan
$145K -$10.1K -370 -7%
HI
13
Harbour Investments
Wisconsin
$33.8K +$55 +2 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$21.4K
JP Morgan Chase
15
JP Morgan Chase
New York
$5.22K -$52.3K -1,914 -91%
SAM
16
Smartleaf Asset Management
Massachusetts
$2.32K -$1.33M -48,650 -100%
NS
17
NBC Securities
Alabama
$2K -$439K -16,070 -99%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$28
Citadel Advisors
19
Citadel Advisors
Florida
-$2.12M -81,065 Closed
PAG
20
Private Advisor Group
New Jersey
-$1.61M -61,483 Closed
AI
21
Atria Investments
North Carolina
-$397K -15,187 Closed
RA
22
RFG Advisory
Alabama
-$360K -13,771 Closed
UBS Group
23
UBS Group
Switzerland
-$16.6K -634 Closed
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$8.49K -325 Closed
C
25
Covestor
United Kingdom
-$3K -102 Closed

DWMF Hedge Fund Activity: Q3 2024 in Review

18 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q3 2024, worth a combined $12.1M — down 37% from $19.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DWMF and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 4 added.

The largest buyer was LPL Financial, adding an estimated $2.97M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.12M sold.

  • 18 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q3 2024, down from 22 in Q2 2024.
  • Funds reported $12.1M of WisdomTree International Multifactor Fund stock for Q3 2024, down 37% quarter-over-quarter.
  • 3 funds opened new WisdomTree International Multifactor Fund positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q3 2024 was LPL Financial, an estimated $2.97M added.
  • The largest WisdomTree International Multifactor Fund seller in Q3 2024 was Citadel Advisors, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2024.