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WisdomTree True Developed International Fund
DOL

77 hedge funds and large institutions have $251M invested in WisdomTree True Developed International Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

1% more capital invested

Capital invested by funds: $248M → $251M (+$2.63M)

0.21% less ownership

Funds ownership: 59.44% → 59.23% (-0.21%)

6% less funds holding

Funds holding: 82 → 77 (-5)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
24
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$9.17M
2
JP Morgan Chase
JP Morgan Chase
New York
+$4.82M
3
Bank of America
Bank of America
North Carolina
+$878K
4
AWE
Avidian Wealth Enterprises
Texas
+$721K
5
KFI
Key Financial Inc
Pennsylvania
+$658K

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$1.44M
2
TFA
Tobias Financial Advisors
Florida
-$1.44M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$924K
5
M&T Bank
M&T Bank
New York
-$665K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$756K +$186K +3,806 +32%
KL
27
KWMG LLC
Kansas
$656K -$291K -5,944 -31%
AAS
28
Avantax Advisory Services
Texas
$618K – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$600K +$7.64K +156 +1%
IFWM
30
Institute for Wealth Management
Colorado
$580K – – –
Ameriprise
31
Ameriprise
Minnesota
$568K +$572K +11,688 New
FTUS
32
Flow Traders U.S.
New York
$548K +$552K +11,271 New
KAS
33
Kestra Advisory Services
Texas
$473K +$42.5K +868 +10%
Jane Street
34
Jane Street
New York
$469K +$472K +9,643 New
MSFS
35
Main Street Financial Solutions
Pennsylvania
$452K -$6.86K -140 -1%
IA
36
IFG Advisory
Georgia
$425K +$37.5K +766 +10%
SWA
37
SOA Wealth Advisors
New York
$418K -$80.5K -1,644 -16%
CPIG
38
Chicago Partners Investment Group
Illinois
$405K -$15.1K -308 -3%
MFP
39
Meridian Financial Partners
Virginia
$376K +$5.34K +109 +1%
RJA
40
Raymond James & Associates
Florida
$339K -$17.7K -362 -5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$326K -$13.4K -273 -4%
HR
42
Howe & Rusling
New York
$324K -$55.8K -1,139 -15%
LF
43
Lantz Financial
Illinois
$323K -$155K -3,158 -32%
GW
44
GW & Wade
Massachusetts
$317K – – –
JWA
45
JFS Wealth Advisors
Pennsylvania
$310K -$4.46K -91 -1%
VW
46
Vance Wealth
California
$299K – – –
TNA
47
True North Advisors
Texas
$275K – – –
JFA
48
JNBA Financial Advisors
Minnesota
$251K – – –
WWM
49
Windsor Wealth Management
Indiana
$242K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$232K +$1.03K +21 +0.4%
1
2
3 4

DOL Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2022, worth a combined $251M — up 1.1% from $248M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOL and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Creative Planning, adding an estimated $9.17M. The largest seller was Corda Investment Management, exiting entirely with an estimated $1.44M sold.

  • 77 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2022, down from 82 in Q4 2021.
  • Funds reported $251M of WisdomTree True Developed International Fund stock for Q1 2022, up 1.1% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q1 2022 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2022 was Creative Planning, an estimated $9.17M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2022 was Corda Investment Management, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2022.