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WisdomTree True Developed International Fund

92 hedge funds and large institutions have $456M invested in WisdomTree True Developed International Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $395M → $456M (+$60.3M)

6.21% more ownership

Funds ownership: 64.57%70.78% (+6.2%)

6% more funds holding

Funds holding: 8792 (+5)

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
33
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$2.17M -$66.1K -1,419 -3%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.01M -$772K -16,573 -29%
GIA
28
Gladstone Institutional Advisory
Florida
$1.42M +$264K +5,664 +24%
FTUS
29
Flow Traders U.S.
New York
$1.08M +$396K +8,514 +63%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.08M +$668K +14,349 +189%
GSEP
31
Golden State Equity Partners
California
$1.04M +$981K +21,059 New
OIA
32
OneDigital Investment Advisors
Kansas
$987K +$156K +3,347 +20%
ACM
33
Altrius Capital Management
North Carolina
$828K -$20.3K -435 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$791K -$3.67M -78,888 -83%
OMC
35
Old Mission Capital
Illinois
$689K +$651K +13,986 New
HR
36
Howe & Rusling
New York
$644K -$60.9K -1,307 -9%
Corient Private Wealth
37
Corient Private Wealth
Florida
$587K
IFWM
38
Institute for Wealth Management
Colorado
$582K -$5.22K -112 -0.9%
TWD
39
True Wealth Design
Ohio
$567K -$6.1K -131 -1%
AAS
40
Avantax Advisory Services
Texas
$566K -$19.7K -422 -4%
EAM
41
Evanson Asset Management
California
$563K +$838 +18 +0.2%
Comerica Bank
42
Comerica Bank
Texas
$546K -$10.8K -233 -2%
CA
43
CoreCap Advisors
Michigan
$544K -$70.5K -1,515 -12%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$542K -$1.79M -38,402 -78%
RJA
45
Raymond James & Associates
Florida
$524K -$14.9K -320 -3%
MFP
46
Meridian Financial Partners
Virginia
$388K -$11.6K -249 -3%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$345K +$326K +7,001 New
IA
48
IFG Advisory
Georgia
$344K
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$333K +$4.75K +102 +2%
LF
50
Lantz Financial
Illinois
$328K +$90.9K +1,951 +41%

DOL Hedge Fund Activity: Q4 2023 in Review

92 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2023, worth a combined $456M — up 15% from $395M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 7 closed out — a net gain of 6 holders — while 33 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was CX Institutional, exiting entirely with an estimated $5.98M sold.

  • 92 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $456M of WisdomTree True Developed International Fund stock for Q4 2023, up 15% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2023 and 7 closed out, a net change of +6 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2023 was Morgan Stanley, an estimated $22.2M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2023 was CX Institutional, an estimated $5.98M sold.

Based on aggregated 13F filings for Q4 2023.