We are live on ! Find out more
DOL icon

WisdomTree True Developed International Fund

87 hedge funds and large institutions have $242M invested in WisdomTree True Developed International Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $223M → $242M (+$19.3M)

7% more funds holding

Funds holding: 8187 (+6)

1.01% more ownership

Funds ownership: 53.38%54.39% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
51
Smith, Moore & Co
Missouri
$341K
BCP
52
Blue Chip Partners
Michigan
$323K -$64.4K -1,357 -17%
WSTAM
53
Wilbanks Smith & Thomas Asset Management
Virginia
$310K
AI
54
Atria Investments
North Carolina
$256K +$248K +5,217 New
PAMG
55
Patton Albertson Miller Group
Tennessee
$238K +$8.07K +170 +4%
IAA
56
Ironsides Asset Advisors
North Carolina
$233K
JP Morgan Chase
57
JP Morgan Chase
New York
$216K -$366K -7,713 -64%
APA
58
American Portfolios Advisors
New York
$154K
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$144K +$60.7K +1,278 +77%
NSIM
60
North Star Investment Management
Illinois
$142K
IA
61
IFP Advisors
Florida
$129K
CFA
62
Carroll Financial Associates
North Carolina
$119K
AA
63
Ancora Advisors
Ohio
$113K +$109K +2,297 New
BFC
64
Bedel Financial Consulting
Indiana
$107K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$105K +$47 +1 +0%
AWMS
66
Advocacy Wealth Management Services
Georgia
$102K
AWM
67
AllSquare Wealth Management
New York
$95K
OIA
68
Optimum Investment Advisors
Illinois
$92K
HWM
69
Howard Wealth Management
Connecticut
$67K +$65.3K +1,375 New
IWP
70
IAG Wealth Partners
Wisconsin
$65K +$62.2K +1,310 New
William Blair & Company
71
William Blair & Company
Illinois
$64K -$29.2K -615 -32%
SPIA
72
Steward Partners Investment Advisory
New York
$63K +$28.5K +600 +86%
MGIA
73
Moneta Group Investment Advisors
Missouri
$60K -$39K -821 -40%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$54K +$95 +2 +0.2%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$49K

DOL Hedge Fund Activity: Q4 2019 in Review

87 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q4 2019, worth a combined $242M — up 8.6% from $223M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new DOL positions and 8 closed out — a net gain of 7 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Creative Planning, adding an estimated $7.69M. The largest seller was M&T Bank, exiting entirely with an estimated $5.91M sold.

  • 87 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $242M of WisdomTree True Developed International Fund stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 15 funds opened new WisdomTree True Developed International Fund positions in Q4 2019 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q4 2019 was Creative Planning, an estimated $7.69M added.
  • The largest WisdomTree True Developed International Fund seller in Q4 2019 was M&T Bank, an estimated $5.91M sold.

Based on aggregated 13F filings for Q4 2019.