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WisdomTree True Developed International Fund

86 hedge funds and large institutions have $234M invested in WisdomTree True Developed International Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

10% more funds holding

Funds holding: 7886 (+8)

10% more capital invested

Capital invested by funds: $213M → $234M (+$20.7M)

0.69% more ownership

Funds ownership: 48.58%49.27% (+0.69%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 30

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
20
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Parsec Financial Management
North Carolina
$856K -$31.2K -610 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$831K +$853K +16,688 New
IFWM
28
Institute for Wealth Management
Colorado
$763K -$14K -274 -2%
IAA
29
Ironsides Asset Advisors
North Carolina
$757K -$541K -10,575 -41%
GW
30
GW & Wade
Massachusetts
$740K -$22.9K -448 -3%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$696K -$40.7K -796 -5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$633K -$17.3K -338 -3%
RJA
33
Raymond James & Associates
Florida
$589K -$61.6K -1,205 -9%
RT
34
Reliance Trust
Georgia
$497K
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$491K -$17.5K -343 -3%
CP
36
Camelot Portfolios
Ohio
$490K -$31K -606 -6%
Ameriprise
37
Ameriprise
Minnesota
$442K -$31.8K -621 -7%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$442K +$23.6K +461 +5%
SIA
39
Starfire Investment Advisers
Michigan
$432K +$444K +8,680 New
US Bancorp
40
US Bancorp
Minnesota
$424K +$84.3K +1,648 +24%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$419K +$83.8K +1,638 +24%
Goldman Sachs
42
Goldman Sachs
New York
$419K +$430K +8,408 New
AG
43
Advisor Group
Arizona
$377K +$49.7K +971 +15%
LPL Financial
44
LPL Financial
California
$370K -$1.29M -25,149 -77%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$363K +$373K +7,285 New
PWAP
46
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$361K
JWA
47
JFS Wealth Advisors
Pennsylvania
$352K -$11.8K -231 -3%
SMC
48
Smith, Moore & Co
Missouri
$350K -$9K -176 -2%
AT
49
Arden Trust
Delaware
$261K
NWS
50
Newport Wealth Strategies
California
$251K

DOL Hedge Fund Activity: Q1 2018 in Review

86 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2018, worth a combined $234M — up 9.7% from $213M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOL positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 30 trimmed.

The largest buyer was Creative Planning, adding an estimated $18.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.31M sold.

  • 86 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2018, up from 78 in Q4 2017.
  • Funds reported $234M of WisdomTree True Developed International Fund stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 14 funds opened new WisdomTree True Developed International Fund positions in Q1 2018 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2018 was Creative Planning, an estimated $18.1M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2018 was Jane Street, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2018.