We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

87 hedge funds and large institutions have $234M invested in WisdomTree True Developed International Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.25% more ownership

Funds ownership: 49.27%51.52% (+2.3%)

1% more funds holding

Funds holding: 8687 (+1)

0% more capital invested

Capital invested by funds: $234M → $234M (+$278K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.04M +$1.09M +21,842 New
PFM
27
Parsec Financial Management
North Carolina
$834K +$13.3K +265 +2%
JP Morgan Chase
28
JP Morgan Chase
New York
$824K -$790K -15,770 -48%
IAA
29
Ironsides Asset Advisors
North Carolina
$726K
BFO
30
Biltmore Family Office
North Carolina
$725K -$125K -2,500 -14%
IFWM
31
Institute for Wealth Management
Colorado
$719K +$351 +7 +0%
GW
32
GW & Wade
Massachusetts
$710K +$651 +13 +0.1%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$696K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$576K -$33.2K -663 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$497K +$26.8K +535 +5%
RT
36
Reliance Trust
Georgia
$477K
US Bancorp
37
US Bancorp
Minnesota
$477K +$72.4K +1,446 +17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$438K +$37.8K +755 +9%
Ameriprise
39
Ameriprise
Minnesota
$426K +$2.3K +46 +0.5%
PWAP
40
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$423K +$80.1K +1,600 +22%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$415K -$9.82K -196 -2%
SMC
42
Smith, Moore & Co
Missouri
$404K +$72K +1,438 +20%
SIA
43
Starfire Investment Advisers
Michigan
$392K -$23.5K -470 -5%
RJA
44
Raymond James & Associates
Florida
$370K -$205K -4,099 -35%
CP
45
Camelot Portfolios
Ohio
$359K -$117K -2,333 -24%
AG
46
Advisor Group
Arizona
$342K -$20K -400 -5%
JWA
47
JFS Wealth Advisors
Pennsylvania
$340K +$2.05K +41 +0.6%
FTUS
48
Flow Traders U.S.
New York
$330K +$346K +6,908 New
Baird Financial Group
49
Baird Financial Group
Wisconsin
$318K +$333K +6,646 New
Goldman Sachs
50
Goldman Sachs
New York
$303K -$104K -2,067 -25%

DOL Hedge Fund Activity: Q2 2018 in Review

87 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2018, worth a combined $234M — up 0.12% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DOL positions and 8 closed out — a net gain of 2 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.83M. The largest seller was Private Vista, cutting an estimated $3.37M.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2018, up from 86 in Q1 2018.
  • Funds reported $234M of WisdomTree True Developed International Fund stock for Q2 2018, up 0.12% quarter-over-quarter.
  • 10 funds opened new WisdomTree True Developed International Fund positions in Q2 2018 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2018 was Jane Street, an estimated $4.83M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2018 was Private Vista, an estimated $3.37M sold.

Based on aggregated 13F filings for Q2 2018.