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WisdomTree True Developed International Fund
DOL

75 hedge funds and large institutions have $217M invested in WisdomTree True Developed International Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $222M → $217M (-$5.17M)

3% less funds holding

Funds holding: 77 → 75 (-2)

3.72% less ownership

Funds ownership: 57.08% → 53.36% (-3.7%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
25
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAN
Cetera Advisor Networks
California
+$2.4M
2
HNB
Huntington National Bank
Ohio
+$1.04M
3
KFI
Key Financial Inc
Pennsylvania
+$781K
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$599K
5
AWE
Avidian Wealth Enterprises
Texas
+$553K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$9.79M
2
Morgan Stanley
Morgan Stanley
New York
-$7.55M
3
VFA
Voya Financial Advisors
Connecticut
-$1.77M
4
Jane Street
Jane Street
New York
-$1.22M
5
SWA
SOA Wealth Advisors
New York
-$889K
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
26
Lantz Financial
Illinois
$742K -$220K -4,421 -23%
Citadel Advisors
27
Citadel Advisors
Florida
$698K +$37.9K +762 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$695K -$3.18K -64 -0.5%
MML Investors Services
29
MML Investors Services
Massachusetts
$607K -$27.4K -552 -4%
IFWM
30
Institute for Wealth Management
Colorado
$591K – – –
AAS
31
Avantax Advisory Services
Texas
$568K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$546K +$29.3K +589 +6%
FTUS
33
Flow Traders U.S.
New York
$521K +$230K +4,631 +78%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$467K +$46.1K +928 +11%
KAS
35
Kestra Advisory Services
Texas
$429K -$9.19K -185 -2%
IA
36
IFG Advisory
Georgia
$428K – – –
CPIG
37
Chicago Partners Investment Group
Illinois
$428K +$845 +17 +0.2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$397K -$438K -8,807 -52%
CCT
39
Capital City Trust
Florida
$362K +$365K +7,338 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$350K -$20.3K -408 -5%
RJA
41
Raymond James & Associates
Florida
$349K +$5.71K +115 +2%
MFP
42
Meridian Financial Partners
Virginia
$334K +$339K +6,814 New
GW
43
GW & Wade
Massachusetts
$322K – – –
JWA
44
JFS Wealth Advisors
Pennsylvania
$317K +$1.39K +28 +0.4%
RPCA
45
Running Point Capital Advisors
California
$298K – – –
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$289K – – –
PWM
47
PBMares Wealth Management
Virginia
$268K -$35.6K -717 -12%
FWP
48
Falcon Wealth Planning
California
$257K – – –
JFA
49
JNBA Financial Advisors
Minnesota
$255K -$49.9K -1,005 -16%
SMC
50
Smith, Moore & Co
Missouri
$209K -$38.2K -768 -15%
1
2
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DOL Hedge Fund Activity: Q2 2021 in Review

75 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2021, worth a combined $217M — down 2.3% from $222M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOL and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 25 added.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $2.4M. The largest seller was Creative Planning, cutting an estimated $9.79M.

  • 75 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2021, down from 77 in Q1 2021.
  • Funds reported $217M of WisdomTree True Developed International Fund stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 8 funds opened new WisdomTree True Developed International Fund positions in Q2 2021 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2021 was Cetera Advisor Networks, an estimated $2.4M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2021 was Creative Planning, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.