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WisdomTree True Developed International Fund
DOL

82 hedge funds and large institutions have $248M invested in WisdomTree True Developed International Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $226M → $248M (+$23M)

6% more funds holding

Funds holding: 77 → 82 (+5)

3.34% more ownership

Funds ownership: 56.09% → 59.44% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
30
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$3.5M
2
Creative Planning
Creative Planning
Kansas
+$3.46M
3
TFA
Tobias Financial Advisors
Florida
+$1.41M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.16M
5
KFI
Key Financial Inc
Pennsylvania
+$930K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.12M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
3
HNB
Huntington National Bank
Ohio
-$1.01M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$714K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CoreCap Advisors
Michigan
$1.1M +$1.08M +22,241 New
EAM
27
Evanson Asset Management
California
$963K +$1.36K +28 +0.1%
KL
28
KWMG LLC
Kansas
$960K -$13.5K -278 -1%
Citadel Advisors
29
Citadel Advisors
Florida
$924K +$908K +18,691 New
AAS
30
Avantax Advisory Services
Texas
$629K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$602K -$1.07K -22 -0.2%
IFWM
32
Institute for Wealth Management
Colorado
$590K -$1.7K -35 -0.3%
Osaic Holdings
33
Osaic Holdings
Arizona
$579K +$7.82K +161 +1%
SWA
34
SOA Wealth Advisors
New York
$506K -$22.8K -469 -4%
LF
35
Lantz Financial
Illinois
$484K -$121K -2,480 -20%
MSFS
36
Main Street Financial Solutions
Pennsylvania
$466K – – –
CPIG
37
Chicago Partners Investment Group
Illinois
$464K +$35.5K +730 +8%
KAS
38
Kestra Advisory Services
Texas
$438K -$61.8K -1,271 -13%
IA
39
IFG Advisory
Georgia
$394K – – –
HR
40
Howe & Rusling
New York
$386K +$19.1K +392 +5%
MFP
41
Meridian Financial Partners
Virginia
$385K +$39.4K +811 +12%
RJA
42
Raymond James & Associates
Florida
$362K +$12.1K +250 +4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$345K +$49 +1 +0%
GW
44
GW & Wade
Massachusetts
$323K – – –
JWA
45
JFS Wealth Advisors
Pennsylvania
$319K +$826 +17 +0.3%
VW
46
Vance Wealth
California
$304K +$299K +6,150 New
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$49 +1 +0%
TNA
48
True North Advisors
Texas
$279K – – –
PWM
49
PBMares Wealth Management
Virginia
$257K +$729 +15 +0.3%
JFA
50
JNBA Financial Advisors
Minnesota
$255K – – –
1
2
3 4

DOL Hedge Fund Activity: Q4 2021 in Review

82 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2021, worth a combined $248M — up 10% from $226M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 8 closed out — a net gain of 5 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was M&T Bank, adding an estimated $3.5M. The largest seller was Jane Street, exiting entirely with an estimated $7.12M sold.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2021, up from 77 in Q3 2021.
  • Funds reported $248M of WisdomTree True Developed International Fund stock for Q4 2021, up 10% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2021 and 8 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2021 was M&T Bank, an estimated $3.5M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2021 was Jane Street, an estimated $7.12M sold.

Based on aggregated 13F filings for Q4 2021.