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WisdomTree True Developed International Fund
DOL

77 hedge funds and large institutions have $222M invested in WisdomTree True Developed International Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 72 → 77 (+5)

2% more capital invested

Capital invested by funds: $217M → $222M (+$5.07M)

0.15% more ownership

Funds ownership: 56.93% → 57.08% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
21
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VFA
Voya Financial Advisors
Connecticut
+$1.76M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.43M
3
Morgan Stanley
Morgan Stanley
New York
+$965K
4
KFI
Key Financial Inc
Pennsylvania
+$909K
5
AWE
Avidian Wealth Enterprises
Texas
+$659K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.54M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.24M
3
AR
Advisory Research
Illinois
-$1.22M
4
SWA
SOA Wealth Advisors
New York
-$926K
5
BWM
Baystate Wealth Management
Massachusetts
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
26
Lantz Financial
Illinois
$921K +$70.2K +1,490 +8%
HR
27
Howe & Rusling
New York
$801K +$54K +1,146 +7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$798K +$491K +10,419 +162%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$669K -$186K -3,945 -22%
Citadel Advisors
30
Citadel Advisors
Florida
$633K +$182K +3,874 +41%
MML Investors Services
31
MML Investors Services
Massachusetts
$608K +$10.1K +214 +2%
IFWM
32
Institute for Wealth Management
Colorado
$567K – – –
AAS
33
Avantax Advisory Services
Texas
$545K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$496K +$4.47K +95 +0.9%
CP
35
Camelot Portfolios
Ohio
$447K +$76K +1,614 +21%
CPIG
36
Chicago Partners Investment Group
Illinois
$422K +$22.8K +484 +6%
KAS
37
Kestra Advisory Services
Texas
$420K +$21.3K +452 +5%
IA
38
IFG Advisory
Georgia
$411K – – –
MSFS
39
Main Street Financial Solutions
Pennsylvania
$404K +$402K +8,536 New
SF
40
Synovus Financial
Georgia
$365K +$363K +7,712 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$355K -$99.7K -2,117 -22%
RJA
42
Raymond James & Associates
Florida
$330K -$3.96K -84 -1%
GW
43
GW & Wade
Massachusetts
$309K – – –
JWA
44
JFS Wealth Advisors
Pennsylvania
$302K -$12.6K -267 -4%
JFA
45
JNBA Financial Advisors
Minnesota
$292K -$23.1K -490 -7%
PWM
46
PBMares Wealth Management
Virginia
$291K +$10.5K +223 +4%
RPCA
47
Running Point Capital Advisors
California
$286K – – –
FTUS
48
Flow Traders U.S.
New York
$281K -$680K -14,431 -71%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$277K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$271K -$10.6K -225 -4%
1
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DOL Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2021, worth a combined $222M — up 2.3% from $217M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 6 closed out — a net gain of 5 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Voya Financial Advisors, opening a new position worth an estimated $1.76M. The largest seller was Jane Street, cutting an estimated $3.54M.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $222M of WisdomTree True Developed International Fund stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2021 was Voya Financial Advisors, an estimated $1.76M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2021 was Jane Street, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2021.