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WisdomTree True Developed International Fund

70 hedge funds and large institutions have $212M invested in WisdomTree True Developed International Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 7070 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 59.35%58.63% (-0.73%)

1% less capital invested

Capital invested by funds: $215M → $212M (-$2.42M)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$108K
AA
52
Ancora Advisors
Ohio
$95K
APA
53
American Portfolios Advisors
New York
$94.4K -$41K -970 -30%
BFC
54
Bedel Financial Consulting
Indiana
$90K
AWM
55
AllSquare Wealth Management
New York
$80K
NNP
56
Nachman Norwood & Parrott
South Carolina
$77K +$78.4K +1,853 New
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$49K
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$46K -$42.3K -999 -48%
AWMS
59
Advocacy Wealth Management Services
Georgia
$43K
GWM
60
Geneos Wealth Management
Colorado
$31K
US Bancorp
61
US Bancorp
Minnesota
$30K +$973 +23 +3%
CAL
62
Capital Advisors Ltd
Ohio
$23K
CFA
63
Carroll Financial Associates
North Carolina
$22K
William Blair & Company
64
William Blair & Company
Illinois
$19K -$4.23K -100 -18%
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$14K
FFA
66
Founders Financial Alliance
North Carolina
$14K +$14.7K +348 New
DSC
67
Duncker Streett & Co
Missouri
$12K +$85 +2 +0.7%
TFGT
68
TS Financial Group (TSFG)
Illinois
$5K
Citigroup
69
Citigroup
New York
$4K
DI
70
Disciplined Investments
Oklahoma
$2K
HWM
71
HighMark Wealth Management
Minnesota
$1K
FTUS
72
Flow Traders U.S.
New York
-$1.4M -34,287 Closed
PAG
73
Private Advisor Group
New Jersey
-$79K -1,927 Closed
FWM
74
FSA Wealth Management
Massachusetts
-$16K -400 Closed
KWM
75
Keebeck Wealth Management
Illinois
-$14K -360 Closed

DOL Hedge Fund Activity: Q3 2020 in Review

70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree True Developed International Fund (DOL) for Q3 2020, worth a combined $212M — down 1.1% from $215M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DOL positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $4.75M. The largest seller was Creative Planning, cutting an estimated $11.1M.

  • 70 institutional investors held WisdomTree True Developed International Fund (DOL) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $212M of WisdomTree True Developed International Fund stock for Q3 2020, down 1.1% quarter-over-quarter.
  • 7 funds opened new WisdomTree True Developed International Fund positions in Q3 2020 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree True Developed International Fund buyer in Q3 2020 was Jane Street, an estimated $4.75M added.
  • The largest WisdomTree True Developed International Fund seller in Q3 2020 was Creative Planning, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2020.