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WisdomTree True Developed International Fund

78 hedge funds and large institutions have $391M invested in WisdomTree True Developed International Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $361M → $391M (+$29.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.35% less ownership

Funds ownership: 63.58%63.23% (-0.35%)

5% less funds holding

Funds holding: 8278 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
33
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.05M -$371K -7,976 -26%
ACM
27
Altrius Capital Management
North Carolina
$966K -$206K -4,428 -18%
GIA
28
Gladstone Institutional Advisory
Florida
$710K +$52.8K +1,137 +8%
EAM
29
Evanson Asset Management
California
$675K -$61.9K -1,332 -8%
OMC
30
Old Mission Capital
Illinois
$664K +$130K +2,807 +25%
RJA
31
Raymond James & Associates
Florida
$586K +$272K +5,846 +87%
KAS
32
Kestra Advisory Services
Texas
$583K +$234K +5,039 +68%
TWD
33
True Wealth Design
Ohio
$576K +$46 +1 +0%
AAS
34
Avantax Advisory Services
Texas
$569K
HR
35
Howe & Rusling
New York
$559K +$247K +5,318 +80%
IFWM
36
Institute for Wealth Management
Colorado
$559K -$5.95K -128 -1%
HighTower Advisors
37
HighTower Advisors
Illinois
$528K -$1.11K -24 -0.2%
OIA
38
OneDigital Investment Advisors
Kansas
$522K +$1.16K +25 +0.2%
MML Investors Services
39
MML Investors Services
Massachusetts
$505K -$73.8K -1,587 -13%
MFP
40
Meridian Financial Partners
Virginia
$466K -$29.9K -643 -6%
KL
41
KWMG LLC
Kansas
$439K -$107K -2,306 -20%
Ameriprise
42
Ameriprise
Minnesota
$423K -$77.9K -1,676 -16%
CPIG
43
Chicago Partners Investment Group
Illinois
$379K -$511 -11 -0.1%
GWM
44
Geneos Wealth Management
Colorado
$351K +$85.7K +1,844 +33%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$343K +$28.2K +607 +9%
IA
46
IFG Advisory
Georgia
$333K
PWM
47
PBMares Wealth Management
Virginia
$330K +$19.6K +422 +6%
VW
48
Vance Wealth
California
$287K
Stifel Financial
49
Stifel Financial
Missouri
$279K +$2.83K +61 +1%
JFA
50
JNBA Financial Advisors
Minnesota
$278K

DOL Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2023, worth a combined $391M — up 8.2% from $361M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DOL and 4 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 33 added.

The largest buyer was Wells Fargo, adding an estimated $3.29M. The largest seller was Creative Planning, cutting an estimated $4.72M.

  • 78 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $391M of WisdomTree True Developed International Fund stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree True Developed International Fund positions in Q1 2023 and 7 closed out, a net change of -3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2023 was Wells Fargo, an estimated $3.29M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2023 was Creative Planning, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2023.