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WisdomTree True Developed International Fund
DOL

78 hedge funds and large institutions have $213M invested in WisdomTree True Developed International Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more funds holding

Funds holding: 69 → 78 (+9)

4% more capital invested

Capital invested by funds: $205M → $213M (+$8.3M)

0.19% more ownership

Funds ownership: 48.39% → 48.58% (+0.19%)

15% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 27

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
23
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$6.15M
2
CIC
Cutler Investment Counsel
Oregon
+$3.46M
3
BWM
Baystate Wealth Management
Massachusetts
+$367K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$338K
5
Morgan Stanley
Morgan Stanley
New York
+$329K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.46M
2
PV
Private Vista
Illinois
-$4.14M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$956K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$633K
5
HWM
Highwater Wealth Management
Colorado
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
51
M Holdings Securities
Oregon
$244K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$233K -$30.4K -609 -12%
RW
53
Rand Wealth
Maryland
$223K – – –
OMC
54
Old Mission Capital
Illinois
$207K -$464K -9,278 -69%
SMFS
55
Squar Milner Financial Services
California
$201K +$187K +3,745 New
CCM
56
Cribstone Capital Management
Maine
$198K – – –
FFW
57
Fusion Family Wealth
New York
$162K -$13.7K -275 -8%
CAC
58
Certified Advisory Corp
Florida
$162K +$161K +3,215 New
APA
59
American Portfolios Advisors
New York
$159K +$157K +3,140 New
NSIM
60
North Star Investment Management
Illinois
$147K – – –
CPIG
61
Chicago Partners Investment Group
Illinois
$120K -$16.1K -323 -12%
AWMS
62
Advocacy Wealth Management Services
Georgia
$106K – – –
IA
63
IFP Advisors
Florida
$102K +$25K +500 +33%
CFA
64
Carroll Financial Associates
North Carolina
$95K – – –
RCG
65
Ruggie Capital Group
Florida
$88K -$11.1K -223 -12%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$80K +$44.8K +897 +132%
KJWM
67
Kiley Juergens Wealth Management
Washington
$70K +$69.9K +1,399 New
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$67K -$10.3K -206 -13%
Citigroup
69
Citigroup
New York
$63K -$41.2K -825 -40%
AWM
70
AllSquare Wealth Management
New York
$61K – – –
CAL
71
Capital Advisors Ltd
Ohio
$61K +$50 +1 +0.1%
GWM
72
Geneos Wealth Management
Colorado
$38K – – –
WB
73
Webster Bank
Connecticut
$38K – – –
SWM
74
SeaCrest Wealth Management
New York
$21K +$20.3K +406 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K +$15.9K +318 New
1 2
3
4

DOL Hedge Fund Activity: Q4 2017 in Review

78 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2017, worth a combined $213M — up 4.1% from $205M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOL positions and 5 closed out — a net gain of 9 holders — while 23 added to existing stakes and 27 trimmed.

The largest buyer was Creative Planning, adding an estimated $6.15M. The largest seller was Jane Street, cutting an estimated $5.46M.

  • 78 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $213M of WisdomTree True Developed International Fund stock for Q4 2017, up 4.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree True Developed International Fund positions in Q4 2017 and 5 closed out, a net change of +9 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2017 was Creative Planning, an estimated $6.15M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2017 was Jane Street, an estimated $5.46M sold.

Based on aggregated 13F filings for Q4 2017.