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WisdomTree True Developed International Fund
DOL

63 hedge funds and large institutions have $188M invested in WisdomTree True Developed International Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $180M → $188M (+$8.22M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.25% less ownership

Funds ownership: 52.58% → 52.32% (-0.25%)

9% less funds holding

Funds holding: 69 → 63 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
5
Increased
21
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$5.57M
2
PV
Private Vista
Illinois
+$3.46M
3
BCP
Blue Chip Partners
Michigan
+$585K
4
FTUS
Flow Traders U.S.
New York
+$463K
5
CB
Chemical Bank
Michigan
+$447K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.54M
2
Jane Street
Jane Street
New York
-$1.44M
3
IAA
Ironsides Asset Advisors
North Carolina
-$1.37M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
Comerica Bank
Comerica Bank
Texas
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Concert Wealth Management
California
$690K – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$674K -$33.6K -757 -5%
RJA
28
Raymond James & Associates
Florida
$633K +$2.98K +67 +0.5%
HWM
29
Highwater Wealth Management
Colorado
$605K +$51.1K +1,150 +9%
US Bancorp
30
US Bancorp
Minnesota
$592K +$98.7K +2,222 +21%
SG Americas Securities
31
SG Americas Securities
New York
$576K +$176K +3,972 +46%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$532K +$73.3K +1,651 +16%
FTUS
33
Flow Traders U.S.
New York
$473K +$463K +10,421 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$468K -$52.5K -1,182 -10%
CB
35
Chemical Bank
Michigan
$457K +$447K +10,067 New
SIA
36
Starfire Investment Advisers
Michigan
$435K +$844 +19 +0.2%
OMC
37
Old Mission Capital
Illinois
$422K +$413K +9,303 New
RT
38
Reliance Trust
Georgia
$408K – – –
SMC
39
Smith, Moore & Co
Missouri
$398K – – –
BFG
40
Beacon Financial Group
Texas
$387K -$3.64K -82 -1%
IAA
41
Ironsides Asset Advisors
North Carolina
$360K -$1.37M -30,805 -80%
LPL Financial
42
LPL Financial
California
$345K -$133K -2,986 -28%
AT
43
Arden Trust
Delaware
$277K -$1.73K -39 -0.6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$258K +$252K +5,682 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$239K -$471K -10,604 -67%
FFW
46
Fusion Family Wealth
New York
$214K -$119K -2,668 -36%
AG
47
Advisor Group
Arizona
$166K -$194K -4,377 -54%
CCM
48
Cribstone Capital Management
Maine
$158K – – –
Citigroup
49
Citigroup
New York
$129K – – –
APSP
50
Asset Planning Services (Pennsylvania)
Pennsylvania
$93K – – –
1
2
3

DOL Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2017, worth a combined $188M — up 4.6% from $180M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOL and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Creative Planning, adding an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $1.54M.

  • 63 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2017, down from 69 in Q4 2016.
  • Funds reported $188M of WisdomTree True Developed International Fund stock for Q1 2017, up 4.6% quarter-over-quarter.
  • 5 funds opened new WisdomTree True Developed International Fund positions in Q1 2017 and 9 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2017 was Creative Planning, an estimated $5.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2017 was Bank of America, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2017.