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WisdomTree True Developed International Fund
DOL

80 hedge funds and large institutions have $227M invested in WisdomTree True Developed International Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 77 → 80 (+3)

0.93% more ownership

Funds ownership: 59.23% → 60.16% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less capital invested

Capital invested by funds: $251M → $227M (-$24.1M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
33
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$5.85M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.57M
3
OMC
Old Mission Capital
Illinois
+$1.81M
4
CAN
Cetera Advisor Networks
California
+$905K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$864K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.42M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$562K
3
FTUS
Flow Traders U.S.
New York
-$548K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$525K
5
Bank of America
Bank of America
North Carolina
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$955K -$74.9K -1,632 -7%
CA
27
CoreCap Advisors
Michigan
$949K +$8.07K +176 +0.8%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$884K -$562K -12,261 -37%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$788K +$864K +18,827 New
EAM
30
Evanson Asset Management
California
$750K +$3.03K +66 +0.4%
AAS
31
Avantax Advisory Services
Texas
$561K +$31.1K +677 +5%
KL
32
KWMG LLC
Kansas
$556K -$9.54K -208 -2%
Ameriprise
33
Ameriprise
Minnesota
$528K +$43.2K +941 +8%
MML Investors Services
34
MML Investors Services
Massachusetts
$523K +$7.84K +171 +1%
IFWM
35
Institute for Wealth Management
Colorado
$493K -$7.57K -165 -1%
KAS
36
Kestra Advisory Services
Texas
$427K +$22.1K +482 +5%
MFP
37
Meridian Financial Partners
Virginia
$424K +$102K +2,219 +29%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$389K – – –
CPIG
39
Chicago Partners Investment Group
Illinois
$372K -$20.1K -439 -5%
IA
40
IFG Advisory
Georgia
$371K +$5.14K +112 +1%
HR
41
Howe & Rusling
New York
$317K +$41.3K +900 +13%
LF
42
Lantz Financial
Illinois
$315K +$40.5K +884 +13%
SWA
43
SOA Wealth Advisors
New York
$302K -$63K -1,374 -16%
RJA
44
Raymond James & Associates
Florida
$292K +$46 +1 +0%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$288K -$525K -11,446 -62%
GW
46
GW & Wade
Massachusetts
$273K – – –
JWA
47
JFS Wealth Advisors
Pennsylvania
$269K +$2.57K +56 +0.9%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$262K -$20.9K -455 -7%
VW
49
Vance Wealth
California
$257K – – –
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$241K +$264K +5,749 New
1
2
3 4

DOL Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2022, worth a combined $227M — down 9.6% from $251M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 6 closed out — a net gain of 3 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $3.42M.

  • 80 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2022, up from 77 in Q1 2022.
  • Funds reported $227M of WisdomTree True Developed International Fund stock for Q2 2022, down 9.6% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q2 2022 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2022 was Creative Planning, an estimated $5.85M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2022 was Morgan Stanley, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2022.