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WisdomTree True Developed International Fund

69 hedge funds and large institutions have $205M invested in WisdomTree True Developed International Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

3% more funds holding

Funds holding: 6769 (+2)

3% more capital invested

Capital invested by funds: $200M → $205M (+$5.2M)

1.92% less ownership

Funds ownership: 50.31%48.39% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
26
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$224K +$31.6K +650 +17%
RW
52
Rand Wealth
Maryland
$218K +$3.64K +75 +2%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$213K
CCM
54
Cribstone Capital Management
Maine
$194K
FFW
55
Fusion Family Wealth
New York
$172K -$58.4K -1,202 -26%
NSIM
56
North Star Investment Management
Illinois
$144K
CPIG
57
Chicago Partners Investment Group
Illinois
$134K +$44K +907 +51%
AWMS
58
Advocacy Wealth Management Services
Georgia
$104K
Citigroup
59
Citigroup
New York
$102K +$39.3K +809 +65%
RCG
60
Ruggie Capital Group
Florida
$95K -$1.1M -22,663 -92%
CFA
61
Carroll Financial Associates
North Carolina
$92K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$76K
IA
63
IFP Advisors
Florida
$75K
AWM
64
AllSquare Wealth Management
New York
$60K
CAL
65
Capital Advisors Ltd
Ohio
$60K +$19.9K +409 +51%
GWM
66
Geneos Wealth Management
Colorado
$37K -$1.7K -35 -4%
WB
67
Webster Bank
Connecticut
$37K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$34K -$2.87K -59 -8%
DSC
69
Duncker Streett & Co
Missouri
$13K +$194 +4 +2%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
-$704K -14,900 Closed
FDCC
71
Foster Dykema Cabot & Co
Massachusetts
-$205K -4,339 Closed
NA
72
NewEdge Advisors
Louisiana
-$51.7K -1,096 Closed

DOL Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2017, worth a combined $205M — up 2.6% from $200M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 3 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $5.28M. The largest seller was Cutler Investment Counsel, cutting an estimated $6.11M.

  • 69 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $205M of WisdomTree True Developed International Fund stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q3 2017 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2017 was Jane Street, an estimated $5.28M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2017 was Cutler Investment Counsel, an estimated $6.11M sold.

Based on aggregated 13F filings for Q3 2017.