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WisdomTree True Developed International Fund

86 hedge funds and large institutions have $234M invested in WisdomTree True Developed International Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

10% more funds holding

Funds holding: 7886 (+8)

10% more capital invested

Capital invested by funds: $213M → $234M (+$20.7M)

0.69% more ownership

Funds ownership: 48.58%49.27% (+0.69%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 30

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
20
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$246K +$172K +3,357 +213%
RW
52
Rand Wealth
Maryland
$245K +$25.8K +505 +11%
HighTower Advisors
53
HighTower Advisors
Illinois
$243K +$14.3K +279 +6%
OMC
54
Old Mission Capital
Illinois
$243K +$40K +783 +19%
MHS
55
M Holdings Securities
Oregon
$240K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$209K +$215K +4,201 New
AWM
57
AE Wealth Management
Kansas
$201K -$73.8K -1,443 -26%
CCM
58
Cribstone Capital Management
Maine
$195K
APA
59
American Portfolios Advisors
New York
$156K
NSIM
60
North Star Investment Management
Illinois
$144K
CPIG
61
Chicago Partners Investment Group
Illinois
$110K -$8.44K -165 -7%
BFC
62
Bedel Financial Consulting
Indiana
$109K +$112K +2,186 New
AWMS
63
Advocacy Wealth Management Services
Georgia
$104K
IA
64
IFP Advisors
Florida
$102K
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100K +$86.3K +1,687 +531%
OIA
66
Optimum Investment Advisors
Illinois
$97K +$99.3K +1,942 New
William Blair & Company
67
William Blair & Company
Illinois
$96K +$98.4K +1,925 New
CFA
68
Carroll Financial Associates
North Carolina
$93K
SFM
69
Signet Financial Management
New Jersey
$87K +$89.1K +1,742 New
RCG
70
Ruggie Capital Group
Florida
$83K
CCA
71
Clearwater Capital Advisors
Illinois
$80K +$82.2K +1,608 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$66K
Citigroup
73
Citigroup
New York
$62K
AWM
74
AllSquare Wealth Management
New York
$60K
CAL
75
Capital Advisors Ltd
Ohio
$48K -$12.3K -240 -20%

DOL Hedge Fund Activity: Q1 2018 in Review

86 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q1 2018, worth a combined $234M — up 9.7% from $213M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DOL positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 30 trimmed.

The largest buyer was Creative Planning, adding an estimated $18.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.31M sold.

  • 86 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q1 2018, up from 78 in Q4 2017.
  • Funds reported $234M of WisdomTree True Developed International Fund stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 14 funds opened new WisdomTree True Developed International Fund positions in Q1 2018 and 6 closed out, a net change of +8 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q1 2018 was Creative Planning, an estimated $18.1M added.
  • The largest WisdomTree True Developed International Fund seller in Q1 2018 was Jane Street, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2018.