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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $242M invested in WisdomTree True Developed International Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $223M → $242M (+$19.3M)

7% more funds holding

Funds holding: 8187 (+6)

1.01% more ownership

Funds ownership: 53.38%54.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$50.8K +1,069 +4%
HR
27
Howe & Rusling
New York
$1.2M +$9.49K +200 +0.8%
KL
28
KWMG LLC
Kansas
$1.07M -$21.6K -454 -2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.02M +$987K +20,782 New
BFO
30
Biltmore Family Office
North Carolina
$955K
LF
31
Lantz Financial
Illinois
$910K +$84.3K +1,775 +11%
IFWM
32
Institute for Wealth Management
Colorado
$777K
Jane Street
33
Jane Street
New York
$714K -$2.02M -42,632 -75%
PFM
34
Parsec Financial Management
North Carolina
$703K -$62.8K -1,323 -8%
US Bancorp
35
US Bancorp
Minnesota
$699K +$10.4K +219 +2%
GW
36
GW & Wade
Massachusetts
$680K -$32.9K -693 -5%
MML Investors Services
37
MML Investors Services
Massachusetts
$605K +$23.6K +498 +4%
AAS
38
Avantax Advisory Services
Texas
$586K +$567K +11,950 New
CPIG
39
Chicago Partners Investment Group
Illinois
$515K +$2.23K +47 +0.5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$504K +$91K +1,917 +23%
PWAP
41
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$470K -$15K -315 -3%
AWM
42
AE Wealth Management
Kansas
$446K +$432K +9,104 New
RJA
43
Raymond James & Associates
Florida
$437K -$19.7K -414 -4%
SS
44
Simplicity Solutions
Minnesota
$429K +$416K +8,764 New
IA
45
IFG Advisory
Georgia
$423K +$142K +2,982 +53%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$383K
AG
47
Advisor Group
Arizona
$377K -$24.4K -515 -6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$376K
JWA
49
JFS Wealth Advisors
Pennsylvania
$362K +$10.2K +215 +3%
PO
50
Private Ocean
California
$348K

DOL Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2019, worth a combined $242M — up 8.6% from $223M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DOL positions and 8 closed out — a net gain of 7 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $7.69M. The largest seller was M&T Bank, exiting entirely with an estimated $5.91M sold.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $242M of WisdomTree True Developed International Fund stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 15 funds opened new WisdomTree True Developed International Fund positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2019 was Creative Planning, an estimated $7.69M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2019 was M&T Bank, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2019.