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WisdomTree True Developed International Fund
DOL

81 hedge funds and large institutions have $223M invested in WisdomTree True Developed International Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.57% less ownership

Funds ownership: 53.95% → 53.38% (-0.57%)

3% less capital invested

Capital invested by funds: $231M → $223M (-$7.89M)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$3.96M
2
AWE
Avidian Wealth Enterprises
Texas
+$2.55M
3
Jane Street
Jane Street
New York
+$2.07M
4
UBS Group
UBS Group
Switzerland
+$1.68M
5
Bank of America
Bank of America
North Carolina
+$777K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$6.03M
2
PV
Private Vista
Illinois
-$2.71M
3
WP
WealthSource Partners
California
-$2.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.36M
5
BWM
Baystate Wealth Management
Massachusetts
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFG Advisory
Georgia
$260K +$260K +5,665 New
HWM
52
Highwater Wealth Management
Colorado
$223K -$6.64K -145 -3%
IAA
53
Ironsides Asset Advisors
North Carolina
$218K – – –
PAMG
54
Patton Albertson Miller Group
Tennessee
$216K +$215K +4,697 New
CCM
55
Cribstone Capital Management
Maine
$180K – – –
APA
56
American Portfolios Advisors
New York
$144K – – –
NSIM
57
North Star Investment Management
Illinois
$133K +$133K +2,900 New
IA
58
IFP Advisors
Florida
$121K +$120K +2,618 New
CFA
59
Carroll Financial Associates
North Carolina
$111K – – –
BFC
60
Bedel Financial Consulting
Indiana
$100K – – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$98K +$46 +1 +0%
AWMS
62
Advocacy Wealth Management Services
Georgia
$96K – – –
MGIA
63
Moneta Group Investment Advisors
Missouri
$94K +$93.7K +2,046 New
AWM
64
AllSquare Wealth Management
New York
$89K – – –
William Blair & Company
65
William Blair & Company
Illinois
$88K – – –
OIA
66
Optimum Investment Advisors
Illinois
$86K – – –
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$76K -$20.4K -446 -21%
LWCFA
68
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K – – –
FAAS
69
First Allied Advisory Services
California
$61K +$61.6K +1,345 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$50K +$46 +1 +0.1%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
CAL
72
Capital Advisors Ltd
Ohio
$45K – – –
GWM
73
Geneos Wealth Management
Colorado
$34K – – –
WB
74
Webster Bank
Connecticut
$34K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$32K – – –
1 2
3
4

DOL Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2019, worth a combined $223M — down 3.4% from $231M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DOL positions and 8 closed out — a net gain of 1 holder — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, adding an estimated $3.96M. The largest seller was Citadel Advisors, cutting an estimated $6.03M.

  • 81 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $223M of WisdomTree True Developed International Fund stock for Q3 2019, down 3.4% quarter-over-quarter.
  • 9 funds opened new WisdomTree True Developed International Fund positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2019 was Creative Planning, an estimated $3.96M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2019 was Citadel Advisors, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2019.