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WisdomTree International Multifactor Fund

18 hedge funds and large institutions have $11M invested in WisdomTree International Multifactor Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more funds holding

Funds holding: 1518 (+3)

4% more capital invested

Capital invested by funds: $10.6M → $11M (+$385K)

1.63% less ownership

Funds ownership: 35.93%34.3% (-1.6%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.54M +$10.5K +374 +0.2%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.98M -$3.13K -111 -0.2%
AAS
3
Avantax Advisory Services
Texas
$1.73M -$9.72K -345 -0.6%
SWP
4
Stratos Wealth Partners
Ohio
$730K +$119K +4,236 +20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$510K +$78.2K +2,777 +19%
BCG
6
Breakwater Capital Group
New Jersey
$435K +$419K +14,886 New
SWM
7
SK Wealth Management
Rhode Island
$344K +$327K +11,617 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$231K +$223K +7,903 New
Jane Street
9
Jane Street
New York
$226K -$1.13M -40,166 -84%
EWM
10
EPG Wealth Management
Georgia
$108K -$82.4K -2,927 -44%
CA
11
CoreCap Advisors
Michigan
$95.2K -$4.53K -161 -5%
NWM
12
Nova Wealth Management
Florida
$49K +$47.3K +1,679 New
Morgan Stanley
13
Morgan Stanley
New York
$22.2K
BIM
14
Breakwater Investment Management
Washington
$19.2K +$11.2K +397 +153%
HI
15
Harbour Investments
Wisconsin
$9.67K -$24.4K -867 -72%
IA
16
IFP Advisors
Florida
$3.39K +$3.27K +116 New
NS
17
NBC Securities
Alabama
$2K +$2.73K +97 New
SAM
18
Smartleaf Asset Management
Massachusetts
$427 -$113 -4 -22%
IA
19
Insight Advisors
Pennsylvania
-$438K -16,277 Closed
UBS Group
20
UBS Group
Switzerland
-$30.7K -1,140 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
-$27 -1 Closed

DWMF Hedge Fund Activity: Q1 2025 in Review

18 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International Multifactor Fund (DWMF) for Q1 2025, worth a combined $11M — up 3.6% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWMF positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Breakwater Capital Group, opening a new position worth an estimated $419K. The largest seller was Jane Street, cutting an estimated $1.13M.

  • 18 institutional investors held WisdomTree International Multifactor Fund (DWMF) as of Q1 2025, up from 15 in Q4 2024.
  • Funds reported $11M of WisdomTree International Multifactor Fund stock for Q1 2025, up 3.6% quarter-over-quarter.
  • 6 funds opened new WisdomTree International Multifactor Fund positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree International Multifactor Fund buyer in Q1 2025 was Breakwater Capital Group, an estimated $419K added.
  • The largest WisdomTree International Multifactor Fund seller in Q1 2025 was Jane Street, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2025.