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WisdomTree True Developed International Fund

96 hedge funds and large institutions have $376M invested in WisdomTree True Developed International Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

5% more funds holding

Funds holding: 9196 (+5)

0.81% more ownership

Funds ownership: 69.16%69.97% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

9% less capital invested

Capital invested by funds: $413M → $376M (-$36.9M)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
29
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$1.7M +$1.11M +21,559 +169%
AI
27
Atria Investments
North Carolina
$1.6M +$1.03M +19,992 +162%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.56M -$75.3K -1,466 -4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.52M -$16.8K -327 -1%
GSEP
30
Golden State Equity Partners
California
$1.33M +$1.38M +26,876 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.19M +$884K +17,198 +249%
KAS
32
Kestra Advisory Services
Texas
$1.06M +$222K +4,315 +25%
ACM
33
Altrius Capital Management
North Carolina
$849K +$3.49K +68 +0.4%
Jane Street
34
Jane Street
New York
$786K -$301K -5,866 -27%
Raymond James Financial
35
Raymond James Financial
Florida
$651K +$677K +13,177 New
HR
36
Howe & Rusling
New York
$612K -$1.64K -32 -0.3%
Corient Private Wealth
37
Corient Private Wealth
Florida
$583K +$8.22K +160 +1%
IFWM
38
Institute for Wealth Management
Colorado
$580K -$4.83K -94 -0.8%
EAM
39
Evanson Asset Management
California
$570K +$1.03K +20 +0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$563K -$73.9K -1,438 -11%
CA
41
CoreCap Advisors
Michigan
$536K +$1.39K +27 +0.2%
SFGP
42
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$481K +$500K +9,736 New
Comerica Bank
43
Comerica Bank
Texas
$419K +$103 +2 +0%
NRI
44
NFP Retirement Inc
California
$407K +$4.83K +94 +1%
Stifel Financial
45
Stifel Financial
Missouri
$401K -$53.6K -1,044 -11%
MFP
46
Meridian Financial Partners
Virginia
$391K -$8.38K -163 -2%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$388K +$403K +7,852 New
IA
48
IFG Advisory
Georgia
$345K +$359K +6,978 New
Northern Trust
49
Northern Trust
Illinois
$332K
PWM
50
PBMares Wealth Management
Virginia
$306K +$1.39K +27 +0.4%

DOL Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2024, worth a combined $376M — down 8.9% from $413M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DOL positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.64M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $6.43M.

  • 96 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $376M of WisdomTree True Developed International Fund stock for Q4 2024, down 8.9% quarter-over-quarter.
  • 13 funds opened new WisdomTree True Developed International Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2024 was Morgan Stanley, an estimated $3.64M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2024 was Steward Partners Investment Advisory, an estimated $6.43M sold.

Based on aggregated 13F filings for Q4 2024.