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WisdomTree True Developed International Fund
DOL

87 hedge funds and large institutions have $395M invested in WisdomTree True Developed International Fund in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

6% more funds holding

Funds holding: 82 → 87 (+5)

0.54% more ownership

Funds ownership: 64.03% → 64.57% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

3% less capital invested

Capital invested by funds: $407M → $395M (-$11.7M)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
CX Institutional
Indiana
+$6.15M
2
SPIA
Steward Partners Investment Advisory
New York
+$3.87M
3
HighTower Advisors
HighTower Advisors
Illinois
+$3.36M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.91M
5
CAN
Cetera Advisor Networks
California
+$1.49M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$6.14M
2
OMC
Old Mission Capital
Illinois
-$2.73M
3
Jane Street
Jane Street
New York
-$2.06M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.53M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$2.44M +$375K +8,000 +18%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.25M +$653K +13,923 +39%
SFG
28
StrategIQ Financial Group
Indiana
$2.07M -$44.9K -956 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.82M +$871K +18,557 +87%
GIA
30
Gladstone Institutional Advisory
Florida
$1.06M +$244K +5,202 +29%
ACM
31
Altrius Capital Management
North Carolina
$787K -$106K -2,249 -12%
OIA
32
OneDigital Investment Advisors
Kansas
$762K +$249K +5,302 +47%
Jane Street
33
Jane Street
New York
$755K -$2.06M -43,853 -73%
HR
34
Howe & Rusling
New York
$656K +$14K +299 +2%
FTUS
35
Flow Traders U.S.
New York
$613K -$767K -16,337 -55%
CA
36
CoreCap Advisors
Michigan
$573K -$212K -4,522 -26%
Corient Private Wealth
37
Corient Private Wealth
Florida
$544K +$14.1K +300 +3%
IFWM
38
Institute for Wealth Management
Colorado
$544K -$2.72K -58 -0.5%
AAS
39
Avantax Advisory Services
Texas
$543K +$1.27K +27 +0.2%
TWD
40
True Wealth Design
Ohio
$531K -$14.8K -315 -3%
EAM
41
Evanson Asset Management
California
$520K -$17.6K -375 -3%
Comerica Bank
42
Comerica Bank
Texas
$516K +$531K +11,321 New
RJA
43
Raymond James & Associates
Florida
$500K -$85.9K -1,831 -14%
MFP
44
Meridian Financial Partners
Virginia
$372K – – –
Bank of New York Mellon
45
Bank of New York Mellon
New York
$346K +$356K +7,584 New
GWM
46
Geneos Wealth Management
Colorado
$345K +$1.41K +30 +0.4%
IA
47
IFG Advisory
Georgia
$318K +$328K +6,978 New
CPIG
48
Chicago Partners Investment Group
Illinois
$313K -$39K -830 -11%
JWA
49
JFS Wealth Advisors
Pennsylvania
$305K +$75.9K +1,617 +32%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$304K -$1.46K -31 -0.5%
1
2
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DOL Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2023, worth a combined $395M — down 2.9% from $407M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOL positions and 9 closed out — a net gain of 5 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $6.15M. The largest seller was Creative Planning, cutting an estimated $6.14M.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2023, up from 82 in Q2 2023.
  • Funds reported $395M of WisdomTree True Developed International Fund stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 14 funds opened new WisdomTree True Developed International Fund positions in Q3 2023 and 9 closed out, a net change of +5 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2023 was CX Institutional, an estimated $6.15M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2023 was Creative Planning, an estimated $6.14M sold.

Based on aggregated 13F filings for Q3 2023.