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WisdomTree True Developed International Fund

70 hedge funds and large institutions have $215M invested in WisdomTree True Developed International Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $212M → $215M (+$3.15M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.93% less ownership

Funds ownership: 62.28%59.35% (-2.9%)

11% less funds holding

Funds holding: 7970 (-9)

56% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 32

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
70
Holders Change
-9
Holders Change %
-11.39%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
51
Bedel Financial Consulting
Indiana
$89K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$86K +$78 +2 +0.1%
AWM
53
AllSquare Wealth Management
New York
$79K
PAG
54
Private Advisor Group
New Jersey
$79K +$75.3K +1,927 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$49K
AWMS
56
Advocacy Wealth Management Services
Georgia
$43K
GWM
57
Geneos Wealth Management
Colorado
$30K -$3.91K -100 -12%
US Bancorp
58
US Bancorp
Minnesota
$29K
CAL
59
Capital Advisors Ltd
Ohio
$23K -$15.8K -405 -42%
CFA
60
Carroll Financial Associates
North Carolina
$22K
William Blair & Company
61
William Blair & Company
Illinois
$22K
FWM
62
FSA Wealth Management
Massachusetts
$16K
CAGAS
63
Capital Advisory Group Advisory Services
Minnesota
$14K
KWM
64
Keebeck Wealth Management
Illinois
$14K +$14.1K +360 New
DSC
65
Duncker Streett & Co
Missouri
$12K +$117 +3 +1%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$11K
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$10K +$9.18K +235 New
TFGT
68
TS Financial Group (TSFG)
Illinois
$5K
Citigroup
69
Citigroup
New York
$4K
HWM
70
HighMark Wealth Management
Minnesota
$1K
DI
71
Disciplined Investments
Oklahoma
$1K +$1.41K +36 New
BFG
72
Beacon Financial Group
Texas
-$4.44M -194,261 Closed
SEIA
73
Signature Estate & Investment Advisors
California
-$1.88M -51,000 Closed
BFO
74
Biltmore Family Office
North Carolina
-$462K -12,500 Closed
SMC
75
Smith, Moore & Co
Missouri
-$371K -10,039 Closed

DOL Hedge Fund Activity: Q2 2020 in Review

70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q2 2020, worth a combined $215M — up 1.5% from $212M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DOL and 6 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 14 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.16M. The largest seller was Key Financial Inc, cutting an estimated $5.92M.

  • 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q2 2020, down from 79 in Q1 2020.
  • Funds reported $215M of WisdomTree True Developed International Fund stock for Q2 2020, up 1.5% quarter-over-quarter.
  • 6 funds opened new WisdomTree True Developed International Fund positions in Q2 2020 and 15 closed out, a net change of -9 holders.
  • The largest WisdomTree True Developed International Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.16M added.
  • The largest WisdomTree True Developed International Fund seller in Q2 2020 was Key Financial Inc, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2020.