WisdomTree True Developed International Fund
DOL
47 hedge funds and large institutions have $152M invested in WisdomTree True Developed International Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 5 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $137M → $152M (+$14.7M)
2% more funds holding
Funds holding: 46 → 47 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.56% less ownership
Funds ownership: 51.89% → 51.33% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$2.78M |
| 2 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
+$1.63M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 4 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
+$1.27M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$1.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$981K |
| 5 |
Jane Street
New York
|
-$796K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$19K | -400 | Closed |
|
52
Invesco
Atlanta,
Georgia
| – | -$5K | -100 | Closed |
|
DOL Hedge Fund Activity: Q4 2013 in Review
47 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2013, worth a combined $152M — up 11% from $137M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DOL positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Creative Planning, adding an estimated $2.78M. The largest seller was Wells Fargo, cutting an estimated $2M.
- 47 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2013, up from 46 in Q3 2013.
- Funds reported $152M of WisdomTree True Developed International Fund stock for Q4 2013, up 11% quarter-over-quarter.
- 6 funds opened new WisdomTree True Developed International Fund positions in Q4 2013 and 5 closed out, a net change of +1 holder.
- The largest WisdomTree True Developed International Fund buyer in Q4 2013 was Creative Planning, an estimated $2.78M added.
- The largest WisdomTree True Developed International Fund seller in Q4 2013 was Wells Fargo, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2013.