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WisdomTree True Developed International Fund

63 hedge funds and large institutions have $188M invested in WisdomTree True Developed International Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $180M → $188M (+$8.22M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.25% less ownership

Funds ownership: 52.58%52.32% (-0.25%)

9% less funds holding

Funds holding: 6963 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
5
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Carroll Financial Associates
North Carolina
$85K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$79K
IA
53
IFP Advisors
Florida
$69K -$29.8K -670 -31%
AWM
54
AllSquare Wealth Management
New York
$55K
CPIG
55
Chicago Partners Investment Group
Illinois
$50K -$711 -16 -1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$41K +$6.93K +156 +21%
CAL
57
Capital Advisors Ltd
Ohio
$36K +$89 +2 +0.3%
GWM
58
Geneos Wealth Management
Colorado
$34K
WB
59
Webster Bank
Connecticut
$34K
AA
60
Apriem Advisors
California
$18K
DSC
61
Duncker Streett & Co
Missouri
$12K +$11.6K +260 New
Barclays
62
Barclays
United Kingdom
$11K +$6.66K +150 +153%
Citadel Advisors
63
Citadel Advisors
Florida
-$1.11M -25,965 Closed
Comerica Bank
64
Comerica Bank
Texas
-$1.02M -23,118 Closed
Goldman Sachs
65
Goldman Sachs
New York
-$667K -15,572 Closed
PCM
66
Pointe Capital Management
Michigan
-$411K -9,592 Closed
RW
67
Rand Wealth
Maryland
-$318K -7,418 Closed
VKH
68
Virtu KCG Holdings
New York
-$305K -7,130 Closed
TSS
69
Two Sigma Securities
New York
-$241K -5,623 Closed
AA
70
Ancora Advisors
Ohio
-$30K -700 Closed
YWP
71
YorkBridge Wealth Partners
New York
-$1K -21 Closed

DOL Hedge Fund Activity: Q1 2017 in Review

63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2017, worth a combined $188M — up 4.6% from $180M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DOL and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Creative Planning, adding an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $1.54M.

  • 63 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2017, down from 69 in Q4 2016.
  • Funds reported $188M of WisdomTree True Developed International Fund stock for Q1 2017, up 4.6% quarter-over-quarter.
  • 5 funds opened new WisdomTree True Developed International Fund positions in Q1 2017 and 9 closed out, a net change of -4 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2017 was Creative Planning, an estimated $5.57M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2017 was Bank of America, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2017.