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WisdomTree True Developed International Fund

82 hedge funds and large institutions have $361M invested in WisdomTree True Developed International Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more capital invested

Capital invested by funds: $285M → $361M (+$75.9M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

8% more funds holding

Funds holding: 7682 (+6)

7.69% less ownership

Funds ownership: 71.27%63.58% (-7.7%)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AR
26
Advisory Research
Illinois
$1.14M
ACM
27
Altrius Capital Management
North Carolina
$1.11M +$110K +2,638 +12%
CA
28
CoreCap Advisors
Michigan
$795K -$156K -3,718 -17%
EAM
29
Evanson Asset Management
California
$694K -$91.1K -2,178 -12%
GIA
30
Gladstone Institutional Advisory
Florida
$619K +$172K +4,101 +41%
MML Investors Services
31
MML Investors Services
Massachusetts
$546K +$5.69K +136 +1%
TWD
32
True Wealth Design
Ohio
$543K +$516K +12,333 New
AAS
33
Avantax Advisory Services
Texas
$536K -$50.9K -1,217 -9%
IFWM
34
Institute for Wealth Management
Colorado
$533K +$13.8K +331 +3%
KL
35
KWMG LLC
Kansas
$515K -$57.6K -1,376 -11%
OMC
36
Old Mission Capital
Illinois
$502K -$36.2K -866 -7%
HighTower Advisors
37
HighTower Advisors
Illinois
$498K -$155K -3,715 -25%
Ameriprise
38
Ameriprise
Minnesota
$496K -$121K -2,886 -21%
OIA
39
OneDigital Investment Advisors
Kansas
$491K +$466K +11,152 New
MFP
40
Meridian Financial Partners
Virginia
$482K +$753 +18 +0.2%
CPIG
41
Chicago Partners Investment Group
Illinois
$370K -$31.3K -749 -9%
LF
42
Lantz Financial
Illinois
$351K -$200K -4,771 -37%
KAS
43
Kestra Advisory Services
Texas
$328K -$104K -2,487 -25%
IA
44
IFG Advisory
Georgia
$313K +$298K +7,125 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$296K +$282K +6,736 New
RJA
46
Raymond James & Associates
Florida
$295K -$10K -239 -3%
HR
47
Howe & Rusling
New York
$293K -$9.2K -220 -3%
PWM
48
PBMares Wealth Management
Virginia
$292K +$29K +693 +12%
VW
49
Vance Wealth
California
$271K
JFA
50
JNBA Financial Advisors
Minnesota
$262K +$32.9K +787 +15%

DOL Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2022, worth a combined $361M — up 27% from $285M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 6 closed out — a net gain of 7 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Jane Street, adding an estimated $6.01M. The largest seller was UBS Group, cutting an estimated $1.2M.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $361M of WisdomTree True Developed International Fund stock for Q4 2022, up 27% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2022 and 6 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2022 was Jane Street, an estimated $6.01M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2022 was UBS Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2022.