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WisdomTree True Developed International Fund

70 hedge funds and large institutions have $215M invested in WisdomTree True Developed International Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $212M → $215M (+$3.15M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.93% less ownership

Funds ownership: 62.28%59.35% (-2.9%)

11% less funds holding

Funds holding: 7970 (-9)

56% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AR
26
Advisory Research
Illinois
$1.05M -$190K -4,860 -16%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$930K +$9.92K +254 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$877K -$630K -16,133 -43%
KL
29
KWMG LLC
Kansas
$869K +$17.3K +442 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$863K -$250K -6,411 -23%
LF
31
Lantz Financial
Illinois
$671K -$168K -4,304 -21%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$615K -$75.9K -1,944 -11%
PWM
33
PBMares Wealth Management
Virginia
$538K -$312K -7,988 -38%
IFWM
34
Institute for Wealth Management
Colorado
$536K -$78 -2 -0%
MML Investors Services
35
MML Investors Services
Massachusetts
$518K +$16.1K +413 +3%
AAS
36
Avantax Advisory Services
Texas
$488K
Osaic Holdings
37
Osaic Holdings
Arizona
$412K -$14.3K -367 -4%
IA
38
IFG Advisory
Georgia
$373K +$33.6K +860 +10%
RJA
39
Raymond James & Associates
Florida
$349K +$2.5K +64 +0.8%
CPIG
40
Chicago Partners Investment Group
Illinois
$347K -$47.9K -1,227 -13%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$343K -$48.8K -1,249 -13%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$340K -$10.5K -268 -3%
JFA
43
JNBA Financial Advisors
Minnesota
$297K
AWM
44
Aprio Wealth Management
Georgia
$292K +$279K +7,148 New
GW
45
GW & Wade
Massachusetts
$266K -$78.8K -2,018 -24%
JWA
46
JFS Wealth Advisors
Pennsylvania
$260K -$39.7K -1,016 -14%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$258K
APA
48
American Portfolios Advisors
New York
$133K +$8.4K +215 +7%
IA
49
IFP Advisors
Florida
$107K
AA
50
Ancora Advisors
Ohio
$94K

DOL Hedge Fund Activity: Q2 2020 in Review

70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2020, worth a combined $215M — up 1.5% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DOL and 6 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.16M. The largest seller was Key Financial Inc, cutting an estimated $5.92M.

  • 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2020, down from 79 in Q1 2020.
  • Funds reported $215M of WisdomTree True Developed International Fund stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2020 and 15 closed out, a net change of -9 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.16M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2020 was Key Financial Inc, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2020.