We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

81 hedge funds and large institutions have $223M invested in WisdomTree True Developed International Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 53.95%53.38% (-0.57%)

3% less capital invested

Capital invested by funds: $231M → $223M (-$7.89M)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
26
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KL
26
KWMG LLC
Kansas
$1.02M -$5.32K -116 -0.5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$916K +$52K +1,136 +6%
BFO
28
Biltmore Family Office
North Carolina
$896K +$321K +7,000 +56%
LF
29
Lantz Financial
Illinois
$749K +$235K +5,128 +44%
IFWM
30
Institute for Wealth Management
Colorado
$729K +$5.82K +127 +0.8%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$728K -$1.36M -29,622 -65%
PFM
32
Parsec Financial Management
North Carolina
$720K
GW
33
GW & Wade
Massachusetts
$670K +$183 +4 +0%
US Bancorp
34
US Bancorp
Minnesota
$646K +$44.5K +971 +7%
JP Morgan Chase
35
JP Morgan Chase
New York
$557K -$8.98K -196 -2%
MML Investors Services
36
MML Investors Services
Massachusetts
$545K -$44.6K -973 -8%
Goldman Sachs
37
Goldman Sachs
New York
$520K +$519K +11,326 New
CPIG
38
Chicago Partners Investment Group
Illinois
$493K +$28.2K +616 +6%
PWAP
39
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$463K -$55K -1,200 -11%
RJA
40
Raymond James & Associates
Florida
$429K -$39.8K -868 -9%
LPL Financial
41
LPL Financial
California
$423K +$41.8K +912 +11%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$385K +$2.02K +44 +0.5%
AG
43
Advisor Group
Arizona
$377K +$21.2K +463 +6%
BCP
44
Blue Chip Partners
Michigan
$365K -$13.4K -292 -4%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$359K -$176K -3,835 -33%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$353K +$687 +15 +0.2%
JWA
47
JFS Wealth Advisors
Pennsylvania
$330K +$1.83K +40 +0.6%
PO
48
Private Ocean
California
$326K +$162K +3,546 +100%
SMC
49
Smith, Moore & Co
Missouri
$320K -$17.6K -385 -5%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$291K

DOL Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2019, worth a combined $223M — down 3.4% from $231M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.96M. The largest seller was Citadel Advisors, cutting an estimated $6.03M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $223M of WisdomTree True Developed International Fund stock for Q3 2019, down 3.4% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2019 was Creative Planning, an estimated $3.96M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2019 was Citadel Advisors, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2019.