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WisdomTree True Developed International Fund

72 hedge funds and large institutions have $220M invested in WisdomTree True Developed International Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $189M → $220M (+$31.2M)

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

13% more funds holding

Funds holding: 6472 (+8)

7.85% more ownership

Funds ownership: 51.54%59.38% (+7.8%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
10
Increased
25
Reduced
22
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Evanson Asset Management
California
$1.89M +$3.87K +87 +0.2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.58M +$94.9K +2,131 +6%
EWM
28
Evercore Wealth Management
New York
$1.54M +$198K +4,436 +14%
AR
29
Advisory Research
Illinois
$1.4M
AIG
30
American International Group
New York
$1.26M -$141K -3,174 -10%
CG
31
Colony Group
Massachusetts
$1.23M -$230K -5,162 -15%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.19M +$569K +12,778 +86%
CS
33
Credit Suisse
Switzerland
$1.17M -$264K -5,927 -18%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.04M -$325K -7,294 -23%
JP Morgan Chase
35
JP Morgan Chase
New York
$961K -$129K -2,908 -12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$880K -$658K -14,784 -42%
PFM
37
Parsec Financial Management
North Carolina
$875K -$96.5K -2,168 -10%
SHCM
38
Stokes & Hubbell Capital Management
Louisiana
$788K -$365K -8,200 -31%
CWM
39
Concert Wealth Management
California
$735K +$169K +3,785 +29%
SB
40
Suntrust Banks
Georgia
$694K +$347K +7,783 +104%
RJA
41
Raymond James & Associates
Florida
$654K +$25K +561 +4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$637K -$1.17M -26,163 -64%
Citadel Advisors
43
Citadel Advisors
Florida
$621K +$640K +14,378 New
HighTower Advisors
44
HighTower Advisors
Illinois
$588K +$606K +13,600 New
GW
45
GW & Wade
Massachusetts
$385K +$267 +6 +0.1%
SIA
46
Starfire Investment Advisers
Michigan
$380K
SG Americas Securities
47
SG Americas Securities
New York
$376K +$388K +8,722 New
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$70.1K +1,575 +23%
RIL
49
Rothschild Investment LLC
Illinois
$292K
AssetMark Inc
50
AssetMark Inc
California
$285K +$269K +6,031 +1,075%

DOL Hedge Fund Activity: Q4 2015 in Review

72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2015, worth a combined $220M — up 16% from $189M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DOL positions and 2 closed out — a net gain of 8 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.03M. The largest seller was M&T Bank, cutting an estimated $6.29M.

  • 72 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2015, up from 64 in Q3 2015.
  • Funds reported $220M of WisdomTree True Developed International Fund stock for Q4 2015, up 16% quarter-over-quarter.
  • 10 funds opened new WisdomTree True Developed International Fund positions in Q4 2015 and 2 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2015 was Creative Planning, an estimated $3.03M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2015 was M&T Bank, an estimated $6.29M sold.

Based on aggregated 13F filings for Q4 2015.