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WisdomTree True Developed International Fund
DOL

67 hedge funds and large institutions have $200M invested in WisdomTree True Developed International Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more funds holding

Funds holding: 63 → 67 (+4)

6% more capital invested

Capital invested by funds: $188M → $200M (+$11.5M)

2.02% less ownership

Funds ownership: 52.32% → 50.31% (-2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
28
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$6.57M
2
MML Investors Services
MML Investors Services
Massachusetts
+$4.86M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.44M
4
Morgan Stanley
Morgan Stanley
New York
+$1.12M
5
UCFA
United Capital Financial Advisors
Texas
+$955K

Top Sellers

Rank Fund Capital Flow
1
HNB
Huntington National Bank
Ohio
-$6.88M
2
CIC
Cutler Investment Counsel
Oregon
-$5.61M
3
PV
Private Vista
Illinois
-$3.88M
4
BCP
Blue Chip Partners
Michigan
-$3.75M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
26
Chemical Bank
Michigan
$956K +$478K +10,158 +101%
ACA
27
Ackerman Capital Advisors
Texas
$884K +$881K +18,700 New
PFM
28
Parsec Financial Management
North Carolina
$864K +$11.9K +252 +1%
HWM
29
Highwater Wealth Management
Colorado
$818K +$187K +3,978 +30%
IFWM
30
Institute for Wealth Management
Colorado
$755K +$755K +16,028 New
US Bancorp
31
US Bancorp
Minnesota
$731K +$114K +2,411 +18%
GW
32
GW & Wade
Massachusetts
$723K +$2.87K +61 +0.4%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$705K +$3.11K +66 +0.4%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$704K +$702K +14,900 New
RJA
35
Raymond James & Associates
Florida
$654K -$5.32K -113 -0.8%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$623K +$69K +1,465 +13%
JWA
37
JFS Wealth Advisors
Pennsylvania
$574K -$1.13M -24,093 -66%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$485K -$2.02K -43 -0.4%
SIA
39
Starfire Investment Advisers
Michigan
$443K -$10.6K -225 -2%
RT
40
Reliance Trust
Georgia
$425K – – –
SMC
41
Smith, Moore & Co
Missouri
$408K -$6.22K -132 -2%
BFG
42
Beacon Financial Group
Texas
$389K -$14K -297 -3%
IAA
43
Ironsides Asset Advisors
North Carolina
$368K -$7.07K -150 -2%
AT
44
Arden Trust
Delaware
$270K -$18.2K -387 -6%
PWAP
45
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$267K +$266K +5,645 New
CP
46
Camelot Portfolios
Ohio
$234K +$233K +4,952 New
MHS
47
M Holdings Securities
Oregon
$228K +$227K +4,815 New
FFW
48
Fusion Family Wealth
New York
$221K -$1.93K -41 -0.9%
RW
49
Rand Wealth
Maryland
$205K +$204K +4,337 New
FDCC
50
Foster Dykema Cabot & Co
Massachusetts
$205K +$204K +4,339 New
1
2
3

DOL Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2017, worth a combined $200M — up 6.1% from $188M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was Creative Planning, adding an estimated $6.57M. The largest seller was Huntington National Bank, exiting entirely with an estimated $6.88M sold.

  • 67 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2017, up from 63 in Q1 2017.
  • Funds reported $200M of WisdomTree True Developed International Fund stock for Q2 2017, up 6.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q2 2017 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2017 was Creative Planning, an estimated $6.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2017 was Huntington National Bank, an estimated $6.88M sold.

Based on aggregated 13F filings for Q2 2017.