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WisdomTree True Developed International Fund

79 hedge funds and large institutions have $214M invested in WisdomTree True Developed International Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $206M → $214M (+$7.56M)

0.48% less ownership

Funds ownership: 53.34%52.86% (-0.48%)

6% less funds holding

Funds holding: 8479 (-5)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
23
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$726K +$712K +15,651 New
GW
27
GW & Wade
Massachusetts
$683K +$227 +5 +0%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$643K +$274K +6,031 +77%
BFO
29
Biltmore Family Office
North Carolina
$579K
US Bancorp
30
US Bancorp
Minnesota
$558K +$50.4K +1,108 +10%
JP Morgan Chase
31
JP Morgan Chase
New York
$555K -$7.59K -167 -1%
EWM
32
Evercore Wealth Management
New York
$531K -$315K -6,921 -38%
FTUS
33
Flow Traders U.S.
New York
$526K -$171K -3,756 -25%
PWAP
34
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$519K +$13.6K +300 +3%
RJA
35
Raymond James & Associates
Florida
$476K +$15.8K +347 +3%
MML Investors Services
36
MML Investors Services
Massachusetts
$475K +$76.4K +1,680 +20%
CPIG
37
Chicago Partners Investment Group
Illinois
$470K -$16.6K -366 -4%
Citadel Advisors
38
Citadel Advisors
Florida
$462K -$35.4K -779 -7%
BCP
39
Blue Chip Partners
Michigan
$382K -$40.7K -895 -10%
CP
40
Camelot Portfolios
Ohio
$376K -$636 -14 -0.2%
AG
41
Advisor Group
Arizona
$367K -$61.6K -1,355 -15%
SMC
42
Smith, Moore & Co
Missouri
$340K +$31.8K +699 +11%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$335K -$3.41K -75 -1%
JWA
44
JFS Wealth Advisors
Pennsylvania
$331K +$136 +3 +0%
BMA
45
Brooks Moore & Associates
Tennessee
$327K
LPL Financial
46
LPL Financial
California
$322K +$32.1K +706 +11%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$301K +$295K +6,497 New
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$293K +$1.05K +23 +0.4%
HWM
49
Highwater Wealth Management
Colorado
$249K -$79.3K -1,745 -25%
LC
50
Lindbrook Capital
California
$233K

DOL Hedge Fund Activity: Q1 2019 in Review

79 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2019, worth a combined $214M — up 3.7% from $206M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DOL and 6 opened new positions — a net loss of 5 holders — while 28 trimmed existing stakes and 23 added.

The largest buyer was Creative Planning, adding an estimated $3.11M. The largest seller was Jane Street, exiting entirely with an estimated $6.25M sold.

  • 79 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2019, down from 84 in Q4 2018.
  • Funds reported $214M of WisdomTree True Developed International Fund stock for Q1 2019, up 3.7% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2019 and 11 closed out, a net change of -5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2019 was Creative Planning, an estimated $3.11M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2019 was Jane Street, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2019.