WisdomTree True Developed International Fund
DOL
70 hedge funds and large institutions have $201M invested in WisdomTree True Developed International Fund in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 67 → 70 (+3)
0.78% less ownership
Funds ownership: 56.43% → 55.65% (-0.78%)
2% less capital invested
Capital invested by funds: $205M → $201M (-$4.15M)
38% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$7.62M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$5.65M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
+$2.58M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$775K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$722K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$2.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.05M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$981K |
DOL Hedge Fund Activity: Q3 2016 in Review
70 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2016, worth a combined $201M — down 2% from $205M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DOL positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 29 trimmed.
The largest buyer was Huntington National Bank, opening a new position worth an estimated $7.62M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2016, up from 67 in Q2 2016.
- Funds reported $201M of WisdomTree True Developed International Fund stock for Q3 2016, down 2% quarter-over-quarter.
- 10 funds opened new WisdomTree True Developed International Fund positions in Q3 2016 and 5 closed out, a net change of +5 holders.
- The largest WisdomTree True Developed International Fund buyer in Q3 2016 was Huntington National Bank, an estimated $7.62M added.
- The largest WisdomTree True Developed International Fund seller in Q3 2016 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2016.