We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

81 hedge funds and large institutions have $231M invested in WisdomTree True Developed International Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $214M → $231M (+$17.4M)

3% more funds holding

Funds holding: 7981 (+2)

1.08% more ownership

Funds ownership: 52.86%53.95% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
26
Howe & Rusling
New York
$1.01M -$90.8K -1,942 -8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$885K +$230K +4,922 +35%
IFWM
28
Institute for Wealth Management
Colorado
$741K -$11.8K -252 -2%
PFM
29
Parsec Financial Management
North Carolina
$738K -$18.7K -400 -2%
GW
30
GW & Wade
Massachusetts
$687K -$6.97K -149 -1%
US Bancorp
31
US Bancorp
Minnesota
$617K +$48.5K +1,038 +9%
MML Investors Services
32
MML Investors Services
Massachusetts
$604K +$120K +2,572 +25%
BFO
33
Biltmore Family Office
North Carolina
$589K
JP Morgan Chase
34
JP Morgan Chase
New York
$578K +$15.9K +340 +3%
Jane Street
35
Jane Street
New York
$561K +$557K +11,917 New
LF
36
Lantz Financial
Illinois
$553K +$545K +11,664 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$549K -$187K -4,000 -26%
PWAP
38
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$531K +$3.51K +75 +0.7%
EWM
39
Evercore Wealth Management
New York
$528K -$11.8K -252 -2%
RJA
40
Raymond James & Associates
Florida
$481K -$2.57K -55 -0.5%
CPIG
41
Chicago Partners Investment Group
Illinois
$459K -$4.91K -105 -1%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$392K +$85.6K +1,831 +28%
LPL Financial
43
LPL Financial
California
$390K +$62.6K +1,339 +19%
BCP
44
Blue Chip Partners
Michigan
$388K -$187 -4 -0%
CP
45
Camelot Portfolios
Ohio
$382K +$187 +4 +0%
AG
46
Advisor Group
Arizona
$364K -$8.41K -180 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$361K +$20.7K +442 +6%
SMC
48
Smith, Moore & Co
Missouri
$346K
JWA
49
JFS Wealth Advisors
Pennsylvania
$336K -$748 -16 -0.2%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$298K +$47 +1 +0%

DOL Hedge Fund Activity: Q2 2019 in Review

81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2019, worth a combined $231M — up 8.2% from $214M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.14M. The largest seller was Private Vista, cutting an estimated $2.43M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $231M of WisdomTree True Developed International Fund stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2019 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2019 was Citadel Advisors, an estimated $7.14M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2019 was Private Vista, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2019.