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WisdomTree True Developed International Fund

46 hedge funds and large institutions have $137M invested in WisdomTree True Developed International Fund in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

72% more capital invested

Capital invested by funds: $79.9M → $137M (+$57.4M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more funds holding

Funds holding: 3946 (+7)

13.35% more ownership

Funds ownership: 38.54%51.89% (+13%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
11
Increased
18
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$981K -$90K -1,900 -9%
CAN
27
Cetera Advisor Networks
California
$783K +$203K +4,280 +37%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$734K +$65.2K +1,376 +10%
GW
29
GW & Wade
Massachusetts
$608K
RJA
30
Raymond James & Associates
Florida
$521K +$500K +10,556 New
William Blair & Company
31
William Blair & Company
Illinois
$450K -$9.47K -200 -2%
VKH
32
Virtu KCG Holdings
New York
$436K +$418K +8,826 New
RIL
33
Rothschild Investment LLC
Illinois
$420K -$59.2K -1,250 -13%
LWI
34
Long Wharf Investors
Massachusetts
$390K +$374K +7,900 New
OIA
35
Optimum Investment Advisors
Illinois
$352K +$337K +7,119 New
Citigroup
36
Citigroup
New York
$307K -$11.3K -239 -4%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$307K
AIG
38
American International Group
New York
$253K +$41.2K +870 +20%
Deutsche Bank
39
Deutsche Bank
Germany
$226K +$117K +2,465 +115%
MFS
40
MSI Financial Services
Massachusetts
$98K -$35.1K -741 -27%
WA
41
WFG Advisors
Texas
$59K +$47 +1 +0.1%
EWM
42
Elite Wealth Management
Washington
$25K +$23.7K +500 New
Canada Life
43
Canada Life
Manitoba, Canada
$19K +$18.9K +400 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$10K
CFA
45
Carroll Financial Associates
North Carolina
$8K
Invesco
46
Invesco
Georgia
$5K +$4.74K +100 New
Goldman Sachs
47
Goldman Sachs
New York
-$211K -4,777 Closed
CW
48
Cobiz Wealth
Colorado
-$44K -989 Closed
US Bancorp
49
US Bancorp
Minnesota
-$16K -363 Closed

DOL Hedge Fund Activity: Q3 2013 in Review

46 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2013, worth a combined $137M — up 72% from $79.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Bank of New York Mellon, cutting an estimated $1.19M.

  • 46 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2013, up from 39 in Q2 2013.
  • Funds reported $137M of WisdomTree True Developed International Fund stock for Q3 2013, up 72% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q3 2013 and 3 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2013 was Morgan Stanley, an estimated $14.8M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2013 was Bank of New York Mellon, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2013.