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WisdomTree True Developed International Fund
DOL

76 hedge funds and large institutions have $285M invested in WisdomTree True Developed International Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $227M → $285M (+$58.4M)

11.11% more ownership

Funds ownership: 60.16% → 71.27% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

5% less funds holding

Funds holding: 80 → 76 (-4)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
25
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$23.4M
2
Creative Planning
Creative Planning
Kansas
+$10.7M
3
Morgan Stanley
Morgan Stanley
New York
+$7.46M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.15M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.45M
3
OMC
Old Mission Capital
Illinois
-$1.13M
4
M&T Bank
M&T Bank
New York
-$1.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$788K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Altrius Capital Management
North Carolina
$840K -$115K -2,777 -11%
CA
27
CoreCap Advisors
Michigan
$815K -$37.5K -907 -4%
EAM
28
Evanson Asset Management
California
$672K +$1.12K +27 +0.2%
HighTower Advisors
29
HighTower Advisors
Illinois
$564K -$324K -7,836 -34%
Ameriprise
30
Ameriprise
Minnesota
$510K +$41.3K +998 +8%
AAS
31
Avantax Advisory Services
Texas
$501K – – –
KL
32
KWMG LLC
Kansas
$490K -$8.11K -196 -1%
LF
33
Lantz Financial
Illinois
$477K +$216K +5,217 +69%
OMC
34
Old Mission Capital
Illinois
$459K -$1.13M -27,245 -69%
MML Investors Services
35
MML Investors Services
Massachusetts
$459K -$10.3K -249 -2%
IFWM
36
Institute for Wealth Management
Colorado
$441K – – –
MFP
37
Meridian Financial Partners
Virginia
$384K +$12.8K +310 +3%
GIA
38
Gladstone Institutional Advisory
Florida
$373K +$212K +5,121 +106%
KAS
39
Kestra Advisory Services
Texas
$372K -$11.7K -284 -3%
CPIG
40
Chicago Partners Investment Group
Illinois
$351K +$414 +10 +0.1%
FTUS
41
Flow Traders U.S.
New York
$350K +$387K +9,366 New
MSFS
42
Main Street Financial Solutions
Pennsylvania
$331K -$18.2K -440 -5%
RJA
43
Raymond James & Associates
Florida
$259K -$1.53K -37 -0.5%
HR
44
Howe & Rusling
New York
$258K -$28.5K -688 -9%
SWA
45
SOA Wealth Advisors
New York
$255K -$16.7K -404 -6%
GW
46
GW & Wade
Massachusetts
$244K – – –
Baird Financial Group
47
Baird Financial Group
Wisconsin
$238K +$4.05K +98 +2%
VW
48
Vance Wealth
California
$230K – – –
PWM
49
PBMares Wealth Management
Virginia
$223K +$246K +5,950 New
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$214K -$1.08K -26 -0.5%
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DOL Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2022, worth a combined $285M — up 26% from $227M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DOL and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 25 added.

The largest buyer was Envestnet Asset Management, adding an estimated $23.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.34M sold.

  • 76 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2022, down from 80 in Q2 2022.
  • Funds reported $285M of WisdomTree True Developed International Fund stock for Q3 2022, up 26% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Developed International Fund positions in Q3 2022 and 8 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2022 was Envestnet Asset Management, an estimated $23.4M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2022 was Citadel Advisors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2022.