We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

69 hedge funds and large institutions have $205M invested in WisdomTree True Developed International Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 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

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

3% more funds holding

Funds holding: 6769 (+2)

3% more capital invested

Capital invested by funds: $200M → $205M (+$5.2M)

1.92% less ownership

Funds ownership: 50.31%48.39% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
26
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
26
Highwater Wealth Management
Colorado
$913K +$54.6K +1,125 +6%
PFM
27
Parsec Financial Management
North Carolina
$905K
IFWM
28
Institute for Wealth Management
Colorado
$773K -$15.4K -318 -2%
GW
29
GW & Wade
Massachusetts
$757K +$194 +4 +0%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$726K -$13K -267 -2%
RJA
31
Raymond James & Associates
Florida
$724K +$38.8K +800 +6%
OMC
32
Old Mission Capital
Illinois
$662K +$649K +13,374 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$661K +$8.79K +181 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$509K +$825 +17 +0.2%
RT
35
Reliance Trust
Georgia
$494K +$48.6K +1,000 +11%
JWA
36
JFS Wealth Advisors
Pennsylvania
$477K -$122K -2,519 -21%
SIA
37
Starfire Investment Advisers
Michigan
$465K +$1.12K +23 +0.2%
CP
38
Camelot Portfolios
Ohio
$437K +$188K +3,875 +78%
SMC
39
Smith, Moore & Co
Missouri
$428K
BFG
40
Beacon Financial Group
Texas
$408K
Ameriprise
41
Ameriprise
Minnesota
$351K +$344K +7,078 New
PWAP
42
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$330K +$49K +1,010 +18%
US Bancorp
43
US Bancorp
Minnesota
$325K -$431K -8,876 -57%
AFP
44
Ausdal Financial Partners
Iowa
$315K +$309K +6,371 New
Citadel Advisors
45
Citadel Advisors
Florida
$301K +$295K +6,081 New
MML Investors Services
46
MML Investors Services
Massachusetts
$284K -$4.74M -97,541 -94%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$274K +$268K +5,526 New
AT
48
Arden Trust
Delaware
$262K -$20.2K -417 -7%
HighTower Advisors
49
HighTower Advisors
Illinois
$259K +$254K +5,235 New
MHS
50
M Holdings Securities
Oregon
$238K

DOL Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2017, worth a combined $205M — up 2.6% from $200M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 3 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $5.28M. The largest seller was Cutler Investment Counsel, cutting an estimated $6.11M.

  • 69 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $205M of WisdomTree True Developed International Fund stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q3 2017 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2017 was Jane Street, an estimated $5.28M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2017 was Cutler Investment Counsel, an estimated $6.11M sold.

Based on aggregated 13F filings for Q3 2017.