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WisdomTree True Developed International Fund
DOL

90 hedge funds and large institutions have $400M invested in WisdomTree True Developed International Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2.15% less ownership

Funds ownership: 70.78% → 68.63% (-2.2%)

2% less funds holding

Funds holding: 92 → 90 (-2)

12% less capital invested

Capital invested by funds: $456M → $400M (-$56.1M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
25
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.78M
2
Mariner
Mariner
Kansas
+$2.71M
3
SPIA
Steward Partners Investment Advisory
New York
+$2.26M
4
WA
Waverly Advisors
Alabama
+$2.05M
5
Ameriprise
Ameriprise
Minnesota
+$1.42M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$21.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.3M
3
Jane Street
Jane Street
New York
-$7.76M
4
Creative Planning
Creative Planning
Kansas
-$5.46M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$2.64M -$7.76M -155,802 -75%
WA
27
Waverly Advisors
Alabama
$2.13M +$2.05M +41,162 New
GIA
28
Gladstone Institutional Advisory
Florida
$1.66M +$161K +3,243 +11%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.63M -$461K -9,258 -23%
Citadel Advisors
30
Citadel Advisors
Florida
$1.63M +$1.27M +25,484 +425%
Ameriprise
31
Ameriprise
Minnesota
$1.48M +$1.42M +28,511 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.44M -$16.3M -327,079 -92%
FTUS
33
Flow Traders U.S.
New York
$1.3M +$162K +3,250 +15%
OMC
34
Old Mission Capital
Illinois
$986K +$253K +5,083 +36%
OIA
35
OneDigital Investment Advisors
Kansas
$934K -$99K -1,988 -10%
ACM
36
Altrius Capital Management
North Carolina
$840K -$28.4K -570 -3%
HighTower Advisors
37
HighTower Advisors
Illinois
$825K -$2.99K -60 -0.4%
HR
38
Howe & Rusling
New York
$666K -$9.01K -181 -1%
Corient Private Wealth
39
Corient Private Wealth
Florida
$617K – – –
IFWM
40
Institute for Wealth Management
Colorado
$613K +$2.69K +54 +0.5%
EAM
41
Evanson Asset Management
California
$592K +$896 +18 +0.2%
TWD
42
True Wealth Design
Ohio
$591K -$3.49K -70 -0.6%
Comerica Bank
43
Comerica Bank
Texas
$573K – – –
CA
44
CoreCap Advisors
Michigan
$546K -$24.3K -487 -4%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$539K +$170K +3,419 +49%
Stifel Financial
46
Stifel Financial
Missouri
$471K +$151K +3,025 +50%
CA
47
Cetera Advisors
Colorado
$432K +$416K +8,359 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$411K +$134K +2,699 +51%
MFP
49
Meridian Financial Partners
Virginia
$406K +$7.92K +159 +2%
Northern Trust
50
Northern Trust
Illinois
$347K +$334K +6,716 New
1
2
3 4 5

DOL Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2024, worth a combined $400M — down 12% from $456M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DOL positions and 10 closed out — a net gain of 1 holder — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.78M. The largest seller was Morgan Stanley, cutting an estimated $21.8M.

  • 90 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2024, down from 92 in Q4 2023.
  • Funds reported $400M of WisdomTree True Developed International Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 11 funds opened new WisdomTree True Developed International Fund positions in Q1 2024 and 10 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.78M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2024 was Morgan Stanley, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2024.