WisdomTree True Developed International Fund
DOL
79 hedge funds and large institutions have $212M invested in WisdomTree True Developed International Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 12 closing their positions.
7.89% more ownership
Funds ownership: 54.39% → 62.28% (+7.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 87 → 79 (-8)
13% less capital invested
Capital invested by funds: $242M → $212M (-$30.8M)
32% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 34
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$13.5M |
| 2 |
Morgan Stanley
New York
|
+$10.6M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$7.91M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$4.88M |
| 5 |
BFG
Beacon Financial Group
Dallas,
Texas
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.96M |
| 2 |
PV
Private Vista
Chicago,
Illinois
|
-$1.85M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.05M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$975K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$601K |
DOL Hedge Fund Activity: Q1 2020 in Review
79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2020, worth a combined $212M — down 13% from $242M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of DOL and 6 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 23 added.
The largest buyer was Creative Planning, adding an estimated $13.5M. The largest seller was Wells Fargo, cutting an estimated $1.96M.
- 79 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2020, down from 87 in Q4 2019.
- Funds reported $212M of WisdomTree True Developed International Fund stock for Q1 2020, down 13% quarter-over-quarter.
- 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2020 and 12 closed out, a net change of -6 holders.
- The largest WisdomTree True Developed International Fund buyer in Q1 2020 was Creative Planning, an estimated $13.5M added.
- The largest WisdomTree True Developed International Fund seller in Q1 2020 was Wells Fargo, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2020.