WisdomTree International Equity Fund

DWM • ARCA

WisdomTree International Equity Fund is an exchange-traded fund on ARCA. As of Q3 2025, 126 institutional investors hold shares in this ETF, with total holdings valued at $348.6M. MORGAN STANLEY is the largest holder with a position valued at $66.7M.

Overview

Overview of institutional ownership in DWM as of Q3 2025

All Institutions

Institutions: 126
Value Held: $348.6M
Shares Held: 5.3M
Avg Position: $2.8M
Median Position: $461.0K

Hedge Funds

Hedge Funds: 1
Value Held: $3.6M
Shares Held: 54.1K
Avg Position: $3.6M
Median Position: $3.6M

Biggest Investors

Institutions with the largest positions in DWM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$66.7M 0.00% of portfolio	1.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
L LPL Financial LLC Institution	-	$32.1M 0.01% of portfolio	484.3K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$25.7M 0.00% of portfolio	388.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
LRI Investments, LLC RIA/Wealth	Hayley Ann Snell CCO	$25.6M 2.10% of portfolio	386.5K shares	Q1 2024 Held for 1y 8m	$1.2B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$22.3M 0.00% of portfolio	336.6K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$20.3M 0.03% of portfolio	305.4K shares	Q2 2023 Held for 2y 5m	$65.5B
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$20.2M 0.26% of portfolio	305.0K shares	Q3 2015 Held for 10y 2m	$7.7B
UBS Group AG Institution	Sergio P. Ermotti CEO	$11.3M 0.00% of portfolio	171.4K shares	Q4 2014 Held for 10y 11m	$511.54B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$8.7M 0.04% of portfolio	130.7K shares	Q2 2024 Held for 1y 5m	$21.7B
MOLLER FINANCIAL SERVICES RIA/Wealth	Nathan Lawrence Eads CEO	$6.8M 1.43% of portfolio	103.2K shares	≤ Q2 2013 Held for 12y 5m+	$479.5M

Net Capital Flow

Institutional buying and selling activity for DWM in Q3 2025

Traded: −$1.6M
Buyers: 54
Sellers: 39
Total Bought: +$9.3M
Total Sold: −$11.0M
Avg Position: $2.6M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$1.4M +20.8K shares	$25.7M 388.0K shares
Cetera Investment Advisers RIA/Wealth	+$1.1M +17.3K shares	$5.4M 80.9K shares
J JANE STREET GROUP, LLC Institution	+$1.0M +15.5K shares	$1.0M 15.5K shares
Kestra Advisory Services, LLC RIA/Wealth	+$859.2K +13.0K shares	$8.7M 130.7K shares
C Colony Group, LLC Institution	+$724.6K +10.9K shares	$1.0M 15.8K shares
WELLS FARGO & COMPANY/MN Institution	+$696.7K +10.5K shares	$22.3M 336.6K shares
Rockefeller Capital Management L.P. Long Only Manager	+$656.6K +9.9K shares	$656.6K 9.9K shares
Goss Wealth Management LLC RIA/Wealth	+$332.8K +5.0K shares	$337.2K 5.1K shares
Buckingham Strategic Partners RIA/Wealth	+$279.5K +4.2K shares	$279.5K 4.2K shares
Valmark Advisers, Inc. RIA/Wealth	+$254.9K +3.9K shares	$20.2M 305.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
L LPL Financial LLC Institution	−$2.8M −42.4K shares	$32.1M 484.3K shares
F FLOW TRADERS U.S. LLC Institution	−$2.4M −36.3K shares	$1.1M 17.0K shares
MORGAN STANLEY RIA/Wealth	−$1.3M −19.1K shares	$66.7M 1.0M shares
National Asset Management, Inc. RIA/Wealth	−$1.1M −17.6K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$622.5K −9.4K shares	$20.3M 305.4K shares
Essex LLC RIA/Wealth	−$273.3K −4.3K shares	Sold Off 0 shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	−$255.2K −4.0K shares	Sold Off 0 shares
VALLEY NATIONAL ADVISERS INC RIA/Wealth	−$255.1K −4.0K shares	Sold Off 0 shares
MOLLER FINANCIAL SERVICES RIA/Wealth	−$245.5K −3.7K shares	$6.8M 103.2K shares
Envision Financial LLC RIA/Wealth	−$174.5K −2.6K shares	$3.3M 50.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DWM in Q3 2025

New Positions: 8
New Value: $593.5K
Exited Positions: 7
Exited Value: $2.1M

New Positions

Institution	Position Value
Buckingham Strategic Partners RIA/Wealth	$279.5K 4.2K shares
A American Trust Institution	$203.9K 3.1K shares
Integrated Wealth Concepts LLC RIA/Wealth	$67.1K 1.0K shares
Sontag Advisory, LLC RIA/Wealth	$17.1K 258.0 shares
R Root Financial Partners, LLC RIA/Wealth	$7.7K 116.0 shares
Abound Wealth Management RIA/Wealth	$7.5K 113.0 shares
FINANCIAL CONSULATE, INC RIA/Wealth	$5.4K 82.0 shares
Wealth Watch Advisors, INC RIA/Wealth	$5.2K 79.0 shares

Exited Positions

Institution	Previous Position
National Asset Management, Inc. RIA/Wealth	$1.1M 17.6K shares
Essex LLC RIA/Wealth	$273.3K 4.3K shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	$255.2K 4.0K shares
VALLEY NATIONAL ADVISERS INC RIA/Wealth	$255.1K 4.0K shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$143.0K 2.2K shares
B Beacon Capital Management, LLC RIA/Wealth	$25.1K 395.0 shares
Kiker Wealth Management, LLC RIA/Wealth	$4.0K 63.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DWM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DWM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
LRI Investments, LLC RIA/Wealth	Hayley Ann Snell CCO	2.10% $25.6M	386.5K shares	Q1 2024 Held for 1y 8m	$1.2B
Smallwood Wealth Investment Management, LLC RIA/Wealth	Brooks Frederick Burgum Managing Partner	2.07% $4.0M	60.8K shares	Q4 2021 Held for 3y 11m	$194.6M
Envision Financial LLC RIA/Wealth	Kevin P Ellis Founder	1.91% $3.3M	50.4K shares	Q4 2024 Held for 11 months	$174.5M
MOLLER FINANCIAL SERVICES RIA/Wealth	Nathan Lawrence Eads CEO	1.43% $6.8M	103.2K shares	≤ Q2 2013 Held for 12y 5m+	$479.5M
Frazier Financial Advisors, LLC RIA/Wealth	Joshua James Frazier CEO	0.71% $1.2M	17.5K shares	Q4 2023 Held for 1y 11m	$162.4M
Key FInancial Inc RIA/Wealth	Patricia Clark Brennan CEO	0.68% $3.7M	55.5K shares	Q4 2020 Held for 4y 11m	$541.0M
TOBIAS FINANCIAL ADVISORS, INC. RIA/Wealth	Marianela Nmn Collado CEO	0.56% $3.7M	55.9K shares	Q4 2019 Held for 5y 11m	$658.2M
Brightwater Advisory LLC RIA/Wealth	David Carlen Maddux CEO	0.53% $772.5K	11.7K shares	Q1 2024 Held for 1y 8m	$145.6M
Kondo Wealth Advisors, Inc. RIA/Wealth	Akemi Kondo Dalvi CEO	0.46% $1.1M	17.3K shares	Q4 2024 Held for 11 months	$247.9M
SHAKESPEARE WEALTH MANAGEMENT, INC. RIA/Wealth	Kevin Michael Reardon CEO	0.43% $1.9M	28.7K shares	Q4 2017 Held for 7y 11m	$439.2M

Hedge Fund Spotlight

Discover hedge funds investing in DWM

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree International Equity Fund

Market Value: $3.6M
Shares Held: 54.1K
Portfolio Weight: 0.09%
Owned Since: 2022-Q1

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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