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WisdomTree True Developed International Fund
DOL

77 hedge funds and large institutions have $226M invested in WisdomTree True Developed International Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

2.73% more ownership

Funds ownership: 53.36% → 56.09% (+2.7%)

3% more funds holding

Funds holding: 75 → 77 (+2)

4% more capital invested

Capital invested by funds: $217M → $226M (+$8.84M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% 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
7
Increased
27
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$9.57M
2
Jane Street
Jane Street
New York
+$5.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
4
AWE
Avidian Wealth Enterprises
Texas
+$1.33M
5
M&T Bank
M&T Bank
New York
+$1.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.15M
2
Citadel Advisors
Citadel Advisors
Florida
-$698K
3
EAM
Evanson Asset Management
California
-$588K
4
HR
Howe & Rusling
New York
-$550K
5
CCT
Capital City Trust
Florida
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$640K -$30.4K -610 -4%
AAS
27
Avantax Advisory Services
Texas
$605K +$60.6K +1,217 +11%
LF
28
Lantz Financial
Illinois
$584K -$137K -2,761 -18%
MML Investors Services
29
MML Investors Services
Massachusetts
$580K -$4.33K -87 -0.7%
IFWM
30
Institute for Wealth Management
Colorado
$569K -$299 -6 -0.1%
Osaic Holdings
31
Osaic Holdings
Arizona
$550K +$24.8K +499 +5%
SWA
32
SOA Wealth Advisors
New York
$510K -$311K -6,247 -37%
KAS
33
Kestra Advisory Services
Texas
$482K +$71.8K +1,443 +17%
MSFS
34
Main Street Financial Solutions
Pennsylvania
$448K -$1.79K -36 -0.4%
CPIG
35
Chicago Partners Investment Group
Illinois
$425K +$747 +15 +0.2%
IA
36
IFG Advisory
Georgia
$379K -$34.8K -699 -8%
HR
37
Howe & Rusling
New York
$353K -$550K -11,048 -60%
RJA
38
Raymond James & Associates
Florida
$337K – – –
Baird Financial Group
39
Baird Financial Group
Wisconsin
$332K -$5.28K -106 -1%
MFP
40
Meridian Financial Partners
Virginia
$327K – – –
GW
41
GW & Wade
Massachusetts
$310K – – –
JWA
42
JFS Wealth Advisors
Pennsylvania
$306K +$1.2K +24 +0.4%
RPCA
43
Running Point Capital Advisors
California
$287K – – –
WSTAM
44
Wilbanks Smith & Thomas Asset Management
Virginia
$273K -$5.03K -101 -2%
TNA
45
True North Advisors
Texas
$269K +$282K +5,660 New
PWM
46
PBMares Wealth Management
Virginia
$247K -$12.3K -248 -5%
JFA
47
JNBA Financial Advisors
Minnesota
$246K – – –
WWM
48
Windsor Wealth Management
Indiana
$236K +$246K +4,943 New
FTUS
49
Flow Traders U.S.
New York
$231K -$284K -5,697 -54%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$227K +$238K +4,783 New
1
2
3 4

DOL Hedge Fund Activity: Q3 2021 in Review

77 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2021, worth a combined $226M — up 4.1% from $217M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DOL positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $9.57M. The largest seller was Morgan Stanley, cutting an estimated $3.15M.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2021, up from 75 in Q2 2021.
  • Funds reported $226M of WisdomTree True Developed International Fund stock for Q3 2021, up 4.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2021 was Creative Planning, an estimated $9.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2021 was Morgan Stanley, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2021.