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WisdomTree True Developed International Fund

51 hedge funds and large institutions have $179M invested in WisdomTree True Developed International Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 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

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

13% more capital invested

Capital invested by funds: $159M → $179M (+$20.1M)

6% more funds holding

Funds holding: 4851 (+3)

0.54% more ownership

Funds ownership: 50.22%50.75% (+0.54%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
6
Increased
21
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Baystate Wealth Management
Massachusetts
$1.32M -$24.8K -464 -2%
PFM
27
Parsec Financial Management
North Carolina
$1.1M -$21.3K -400 -2%
LPL Financial
28
LPL Financial
California
$1.09M +$29.4K +551 +3%
IAA
29
Ironsides Asset Advisors
North Carolina
$1M +$1M +18,750 New
RJA
30
Raymond James & Associates
Florida
$771K +$769K +14,417 New
Jane Street
31
Jane Street
New York
$695K -$1.4M -26,338 -67%
CAN
32
Cetera Advisor Networks
California
$674K +$27.7K +519 +4%
DC
33
Davenport & Co
Virginia
$570K
FAAS
34
First Allied Advisory Services
California
$501K +$500K +9,367 New
AIG
35
American International Group
New York
$491K +$74.9K +1,405 +18%
OIA
36
Optimum Investment Advisors
Illinois
$447K
Citigroup
37
Citigroup
New York
$428K -$876K -16,426 -67%
RIL
38
Rothschild Investment LLC
Illinois
$428K
William Blair & Company
39
William Blair & Company
Illinois
$379K -$81.3K -1,525 -18%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$342K -$800K -14,995 -70%
SMC
41
Smith, Moore & Co
Missouri
$318K
AT
42
Arden Trust
Delaware
$306K -$54.4K -1,019 -15%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$134K
Deutsche Bank
44
Deutsche Bank
Germany
$105K -$4.27K -80 -4%
MFS
45
MSI Financial Services
Massachusetts
$99K -$5.33K -100 -5%
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80K
WA
47
WFG Advisors
Texas
$65K +$213 +4 +0.3%
Ameriprise
48
Ameriprise
Minnesota
$64K +$18.3K +343 +40%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$11K
CFA
50
Carroll Financial Associates
North Carolina
$9K

DOL Hedge Fund Activity: Q2 2014 in Review

51 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2014, worth a combined $179M — up 13% from $159M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was First Allied Asset Management, opening a new position worth an estimated $3.77M. The largest seller was Wells Fargo, cutting an estimated $2.37M.

  • 51 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2014, up from 48 in Q1 2014.
  • Funds reported $179M of WisdomTree True Developed International Fund stock for Q2 2014, up 13% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2014 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2014 was First Allied Asset Management, an estimated $3.77M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2014 was Wells Fargo, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2014.