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WisdomTree True Developed International Fund

87 hedge funds and large institutions have $234M invested in WisdomTree True Developed International Fund in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2.25% more ownership

Funds ownership: 49.27%51.52% (+2.3%)

1% more funds holding

Funds holding: 8687 (+1)

0% more capital invested

Capital invested by funds: $234M → $234M (+$278K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$275K -$84.2K -1,681 -23%
AT
52
Arden Trust
Delaware
$265K +$15.1K +302 +6%
HighTower Advisors
53
HighTower Advisors
Illinois
$256K +$25.5K +509 +10%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$250K +$15.3K +306 +6%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$238K +$41.4K +826 +20%
RW
56
Rand Wealth
Maryland
$234K -$1.45K -29 -0.6%
MHS
57
M Holdings Securities
Oregon
$230K
HB
58
Homrich & Berg
Georgia
$203K +$213K +4,257 New
CCM
59
Cribstone Capital Management
Maine
$187K
SMFS
60
Squar Milner Financial Services
California
$182K +$191K +3,803 New
APA
61
American Portfolios Advisors
New York
$150K
NSIM
62
North Star Investment Management
Illinois
$139K
SFM
63
Signet Financial Management
New Jersey
$137K +$56.3K +1,123 +64%
CPIG
64
Chicago Partners Investment Group
Illinois
$106K
BFC
65
Bedel Financial Consulting
Indiana
$104K
AWMS
66
Advocacy Wealth Management Services
Georgia
$100K
IA
67
IFP Advisors
Florida
$96K
William Blair & Company
68
William Blair & Company
Illinois
$92K
OIA
69
Optimum Investment Advisors
Illinois
$89K -$3.61K -72 -4%
CFA
70
Carroll Financial Associates
North Carolina
$89K
KJWM
71
Kiley Juergens Wealth Management
Washington
$81K +$85.5K +1,706 New
Citigroup
72
Citigroup
New York
$59K
AWM
73
AllSquare Wealth Management
New York
$58K
RCG
74
Ruggie Capital Group
Florida
$57K -$25.2K -503 -30%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$55K -$8.92K -178 -13%

DOL Hedge Fund Activity: Q2 2018 in Review

87 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2018, worth a combined $234M — up 0.12% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DOL positions and 8 closed out — a net gain of 2 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.83M. The largest seller was Private Vista, cutting an estimated $3.37M.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2018, up from 86 in Q1 2018.
  • Funds reported $234M of WisdomTree True Developed International Fund stock for Q2 2018, up 0.12% quarter-over-quarter.
  • 10 funds opened new WisdomTree True Developed International Fund positions in Q2 2018 and 8 closed out, a net change of +2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2018 was Jane Street, an estimated $4.83M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2018 was Private Vista, an estimated $3.37M sold.

Based on aggregated 13F filings for Q2 2018.