WisdomTree True Developed International Fund
DOL
67 hedge funds and large institutions have $200M invested in WisdomTree True Developed International Fund in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
6% more funds holding
Funds holding: 63 → 67 (+4)
6% more capital invested
Capital invested by funds: $188M → $200M (+$11.5M)
2.02% less ownership
Funds ownership: 52.32% → 50.31% (-2%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$6.57M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.86M |
| 3 |
Bank of New York Mellon
New York
|
+$1.44M |
| 4 |
Morgan Stanley
New York
|
+$1.12M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$955K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$6.88M |
| 2 |
CIC
Cutler Investment Counsel
Jacksonville,
Oregon
|
-$5.61M |
| 3 |
PV
Private Vista
Chicago,
Illinois
|
-$3.88M |
| 4 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
-$3.75M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.13M |
DOL Hedge Fund Activity: Q2 2017 in Review
67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2017, worth a combined $200M — up 6.1% from $188M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DOL positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was Creative Planning, adding an estimated $6.57M. The largest seller was Huntington National Bank, exiting entirely with an estimated $6.88M sold.
- 67 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2017, up from 63 in Q1 2017.
- Funds reported $200M of WisdomTree True Developed International Fund stock for Q2 2017, up 6.1% quarter-over-quarter.
- 13 funds opened new WisdomTree True Developed International Fund positions in Q2 2017 and 9 closed out, a net change of +4 holders.
- The largest WisdomTree True Developed International Fund buyer in Q2 2017 was Creative Planning, an estimated $6.57M added.
- The largest WisdomTree True Developed International Fund seller in Q2 2017 was Huntington National Bank, an estimated $6.88M sold.
Based on aggregated 13F filings for Q2 2017.