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WisdomTree True Developed International Fund

82 hedge funds and large institutions have $407M invested in WisdomTree True Developed International Fund in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

5% more funds holding

Funds holding: 7882 (+4)

4% more capital invested

Capital invested by funds: $391M → $407M (+$16.2M)

0.81% more ownership

Funds ownership: 63.23%64.03% (+0.81%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.67M +$1.69M +35,479 New
Citadel Advisors
27
Citadel Advisors
Florida
$1.44M +$1.45M +30,572 New
FTUS
28
Flow Traders U.S.
New York
$1.41M +$235K +4,956 +20%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.09M +$568K +11,965 +106%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.01M +$504K +10,615 +98%
ACM
31
Altrius Capital Management
North Carolina
$920K -$56.5K -1,189 -6%
GIA
32
Gladstone Institutional Advisory
Florida
$846K +$129K +2,716 +18%
CA
33
CoreCap Advisors
Michigan
$806K +$811K +17,083 New
HR
34
Howe & Rusling
New York
$664K +$99.6K +2,097 +18%
RJA
35
Raymond James & Associates
Florida
$603K +$11.6K +245 +2%
IFWM
36
Institute for Wealth Management
Colorado
$565K +$48 +1 +0%
TWD
37
True Wealth Design
Ohio
$564K -$18.3K -386 -3%
AAS
38
Avantax Advisory Services
Texas
$560K -$14.5K -306 -3%
EAM
39
Evanson Asset Management
California
$556K -$127K -2,666 -18%
Corient Private Wealth
40
Corient Private Wealth
Florida
$548K +$552K +11,627 New
OIA
41
OneDigital Investment Advisors
Kansas
$538K +$10.4K +218 +2%
KAS
42
Kestra Advisory Services
Texas
$529K -$60.4K -1,271 -10%
MFP
43
Meridian Financial Partners
Virginia
$399K -$64K -1,348 -14%
CPIG
44
Chicago Partners Investment Group
Illinois
$370K +$950 +20 +0.3%
GWM
45
Geneos Wealth Management
Colorado
$355K +$760 +16 +0.2%
PWM
46
PBMares Wealth Management
Virginia
$323K -$10.2K -214 -3%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$316K -$30.9K -650 -9%
VW
48
Vance Wealth
California
$290K
JFA
49
JNBA Financial Advisors
Minnesota
$281K
Stifel Financial
50
Stifel Financial
Missouri
$280K -$1.95K -41 -0.7%

DOL Hedge Fund Activity: Q2 2023 in Review

82 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2023, worth a combined $407M — up 4.2% from $391M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 7 closed out — a net gain of 4 holders — while 32 added to existing stakes and 25 trimmed.

The largest buyer was Creative Planning, adding an estimated $8.31M. The largest seller was Envestnet Asset Management, cutting an estimated $6.61M.

  • 82 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $407M of WisdomTree True Developed International Fund stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q2 2023 and 7 closed out, a net change of +4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2023 was Creative Planning, an estimated $8.31M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2023 was Envestnet Asset Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2023.