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WisdomTree True Developed International Fund

72 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 7072 (+2)

2% more capital invested

Capital invested by funds: $212M → $217M (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.7% less ownership

Funds ownership: 58.63%56.93% (-1.7%)

53% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 32

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
26
Lantz Financial
Illinois
$825K +$35.1K +808 +5%
HR
27
Howe & Rusling
New York
$725K -$481K -11,070 -41%
MML Investors Services
28
MML Investors Services
Massachusetts
$580K -$1.26K -29 -0.2%
IFWM
29
Institute for Wealth Management
Colorado
$550K -$14.3K -329 -3%
AAS
30
Avantax Advisory Services
Texas
$529K -$192K -4,418 -28%
RFC
31
Regions Financial Corp
Alabama
$492K +$465K +10,705 New
Osaic Holdings
32
Osaic Holdings
Arizona
$478K -$26.6K -611 -6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$441K +$5.69K +131 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$436K -$1.88M -43,344 -82%
UCFA
35
United Capital Financial Advisors
Texas
$399K -$1.97M -45,262 -84%
IA
36
IFG Advisory
Georgia
$399K -$56.8K -1,306 -13%
KAS
37
Kestra Advisory Services
Texas
$390K -$186K -4,269 -34%
CPIG
38
Chicago Partners Investment Group
Illinois
$382K -$2.13K -49 -0.6%
CP
39
Camelot Portfolios
Ohio
$360K +$49.1K +1,129 +17%
RJA
40
Raymond James & Associates
Florida
$324K -$1.22K -28 -0.4%
JFA
41
JNBA Financial Advisors
Minnesota
$306K
JWA
42
JFS Wealth Advisors
Pennsylvania
$306K +$11.1K +256 +4%
GW
43
GW & Wade
Massachusetts
$300K
Bank of New York Mellon
44
Bank of New York Mellon
New York
$296K -$545K -12,541 -66%
RPCA
45
Running Point Capital Advisors
California
$277K +$262K +6,038 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$274K -$66.5K -1,530 -20%
PWM
47
PBMares Wealth Management
Virginia
$273K -$25.5K -586 -9%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$269K +$43 +1 +0%
FWP
49
Falcon Wealth Planning
California
$244K +$231K +5,307 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$213K +$201K +4,629 New

DOL Hedge Fund Activity: Q4 2020 in Review

72 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2020, worth a combined $217M — up 2.1% from $212M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DOL positions and 9 closed out — a net gain of 3 holders — while 15 added to existing stakes and 32 trimmed.

The largest buyer was Advisory Research, adding an estimated $1.12M. The largest seller was Creative Planning, cutting an estimated $13.4M.

  • 72 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $217M of WisdomTree True Developed International Fund stock for Q4 2020, up 2.1% quarter-over-quarter.
  • 12 funds opened new WisdomTree True Developed International Fund positions in Q4 2020 and 9 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2020 was Advisory Research, an estimated $1.12M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2020 was Creative Planning, an estimated $13.4M sold.

Based on aggregated 13F filings for Q4 2020.