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WisdomTree True Developed International Fund
DOL

81 hedge funds and large institutions have $231M invested in WisdomTree True Developed International Fund in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $214M → $231M (+$17.4M)

3% more funds holding

Funds holding: 79 → 81 (+2)

1.08% more ownership

Funds ownership: 52.86% → 53.95% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$7.14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.13M
3
Morgan Stanley
Morgan Stanley
New York
+$924K
4
BWM
Baystate Wealth Management
Massachusetts
+$771K
5
UCFA
United Capital Financial Advisors
Texas
+$747K

Top Sellers

Rank Fund Capital Flow
1
PV
Private Vista
Illinois
-$2.43M
2
FTUS
Flow Traders U.S.
New York
-$526K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$491K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$374K
5
Creative Planning
Creative Planning
Kansas
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
51
Brooks Moore & Associates
Tennessee
$285K -$46.8K -1,000 -14%
HWM
52
Highwater Wealth Management
Colorado
$235K -$17.8K -380 -7%
IAA
53
Ironsides Asset Advisors
North Carolina
$224K – – –
PAM
54
Peak Asset Management
Colorado
$202K +$201K +4,298 New
CCM
55
Cribstone Capital Management
Maine
$184K – – –
PO
56
Private Ocean
California
$167K – – –
APA
57
American Portfolios Advisors
New York
$148K – – –
CFA
58
Carroll Financial Associates
North Carolina
$114K – – –
BFC
59
Bedel Financial Consulting
Indiana
$103K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$101K +$100K +2,139 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$99K -$4.58K -98 -4%
AWMS
62
Advocacy Wealth Management Services
Georgia
$99K – – –
AWM
63
AllSquare Wealth Management
New York
$91K – – –
William Blair & Company
64
William Blair & Company
Illinois
$91K – – –
OIA
65
Optimum Investment Advisors
Illinois
$88K – – –
LWCFA
66
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$71K – – –
Citigroup
67
Citigroup
New York
$58K -$1.82K -39 -3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$52K +$140 +3 +0.3%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
CAL
70
Capital Advisors Ltd
Ohio
$46K – – –
GWM
71
Geneos Wealth Management
Colorado
$35K – – –
WB
72
Webster Bank
Connecticut
$35K – – –
FHA
73
Flagship Harbor Advisors
Massachusetts
$32K +$561 +12 +2%
SPIA
74
Steward Partners Investment Advisory
New York
$32K +$32.7K +700 New
JFA
75
JNBA Financial Advisors
Minnesota
$29K – – –
1 2
3
4

DOL Hedge Fund Activity: Q2 2019 in Review

81 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2019, worth a combined $231M — up 8.2% from $214M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DOL positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.14M. The largest seller was Private Vista, cutting an estimated $2.43M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $231M of WisdomTree True Developed International Fund stock for Q2 2019, up 8.2% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2019 and 4 closed out, a net change of +2 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2019 was Citadel Advisors, an estimated $7.14M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2019 was Private Vista, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2019.