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WisdomTree True Developed International Fund

70 hedge funds and large institutions have $212M invested in WisdomTree True Developed International Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 7070 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 59.35%58.63% (-0.73%)

1% less capital invested

Capital invested by funds: $215M → $212M (-$2.42M)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$952K +$10.5K +247 +1%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$922K +$49.3K +1,165 +6%
KL
28
KWMG LLC
Kansas
$877K -$2.45K -58 -0.3%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$784K -$106K -2,507 -12%
LF
30
Lantz Financial
Illinois
$709K +$30.1K +711 +4%
AAS
31
Avantax Advisory Services
Texas
$657K +$168K +3,974 +33%
KAS
32
Kestra Advisory Services
Texas
$525K +$537K +12,694 New
MML Investors Services
33
MML Investors Services
Massachusetts
$523K -$1.02K -24 -0.2%
IFWM
34
Institute for Wealth Management
Colorado
$509K -$34.7K -821 -6%
Osaic Holdings
35
Osaic Holdings
Arizona
$453K +$38.8K +916 +9%
IA
36
IFG Advisory
Georgia
$413K +$35.8K +845 +9%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$392K +$45.1K +1,066 +13%
CPIG
38
Chicago Partners Investment Group
Illinois
$334K +$254 +6 +0.1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$310K -$35.2K -831 -10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$299K +$306K +7,225 New
AWM
41
Aprio Wealth Management
Georgia
$295K
RJA
42
Raymond James & Associates
Florida
$292K -$62.8K -1,485 -17%
CP
43
Camelot Portfolios
Ohio
$277K +$284K +6,705 New
JFA
44
JNBA Financial Advisors
Minnesota
$275K -$26K -614 -8%
GW
45
GW & Wade
Massachusetts
$270K
PWM
46
PBMares Wealth Management
Virginia
$269K -$282K -6,656 -51%
JWA
47
JFS Wealth Advisors
Pennsylvania
$265K +$804 +19 +0.3%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$242K -$20.4K -483 -8%
ACI
49
Alpha Cubed Investments
California
$221K +$226K +5,343 New
FWM
50
Frontier Wealth Management
Missouri
$200K +$205K +4,850 New

DOL Hedge Fund Activity: Q3 2020 in Review

70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2020, worth a combined $212M — down 1.1% from $215M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DOL positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $4.75M. The largest seller was Creative Planning, cutting an estimated $11.1M.

  • 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $212M of WisdomTree True Developed International Fund stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2020 was Jane Street, an estimated $4.75M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2020 was Creative Planning, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2020.